About this role
Associate, Financial Advisor, Boston, MA at Santander. Location: Boston, Massachusetts, United States. Role: advising clients, managing portfolios, attaining sales Requirements: Bachelor's degree required, 5+ years sales achievement and 1+ years providing investment guidance. Requires FINRA Series 7 and Series 66 (or 63 & 65), appropriate state insurance licenses, Microsoft Office proficiency, and strong communication and relationship skills. Category: Sales Seniority: Senior Level Tools: Microsoft Office Certifications: series 7, series 66, series 63, series 65, state insurance Commitment: Full Time Workplace: Onsite Languages: English