# Associate Financial Advisor, Rockdale Ave, New Bedford, MA at Santander

Santander is hiring an Associate Financial Advisor, Rockdale Ave, New Bedford, MA. It pays $62k a year and Level rates it Little AI ●○○○; you can [apply on Santander](https://jobsbylevel.com/go/d7d69ce3-7d49-4de8-b12c-6dc8fd784a2b?utm_medium=ai-agent).

AI Level 1, AI centrality 36 out of 100. New Bedford.

## Details

- Company: [Santander](https://jobsbylevel.com/companies/santander)
- AI level: AI Level 1 (score 36 out of 100)
- Location: New Bedford
- Salary: $62k
- Posted: October 23, 2026
- Apply: https://jobsbylevel.com/go/d7d69ce3-7d49-4de8-b12c-6dc8fd784a2b?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=associate-financial-advisor-rockdale-ave-new-bedford-ma-at-santander-a2fcce

## Description

Associate Financial Advisor, Rockdale Ave, New Bedford, MA Country: United States of America It Starts With You: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Associate, Financial Advisor is responsible for helping clients identify financial needs, understand investment objectives, and implement appropriate investment and insurance solutions consistent with regulatory and compliance standards. Working in partnership with branch leadership and senior investment professionals, the Associate Financial Advisor focuses on developing client relationships, deepening existing relationships, and delivering an exceptional client experience while achieving investment sales and revenue objectives. Attain and exceed investment sales, revenue, and client engagement goals as defined by management and the Retail Investments scorecard. Conduct client appointments through in-person, virtual, and telephone channels to identify financial needs and recommend appropriate investment and insurance solutions. Manage and grow an assigned portfolio of clients by strengthening relationships, uncovering additional opportunities, and delivering ongoing financial guidance. Maintain compliance with all applicable bank, broker/dealer, FINRA, state, and federal regulations governing the sale of investment and insurance products, including Santander's Uninsured Products Policy Statement. Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth. Provide coaching, education, and product awareness support to LBEs and branch partners to enhance referral generation and client engagement. Participate actively in sales meetings, training programs, coaching sessions, and development initiatives designed to enhance advisory skills and business performance. Develop and execute business development activities aligned with management objectives and client acquisition strategies. Build strong internal relationships and referral partnerships that support client acquisition and retention efforts. Maintain accurate client records, complete operational and administrative requirements, and provide activity and sales reporting in a timely manner. Maintain all required professional licenses, registrations, continuing education requirements, and regulatory training. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor’s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required Master's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred Qualifications: 5+ Years Demonstrate a superior record of sales achievement while maintaining high ethical standards - Required. 1+ Years Experience providing investment guidance and advice to clients - Required. Very strong interpersonal communication skills, complemented by both excellent verbal and written communication. Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions,

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/associate-financial-advisor-rockdale-ave-new-bedford-ma-at-santander-a2fcce

Source: https://jobsbylevel.com/jobs/associate-financial-advisor-rockdale-ave-new-bedford-ma-at-santander-a2fcce

## Cite this page

Level. https://jobsbylevel.com/jobs/associate-financial-advisor-rockdale-ave-new-bedford-ma-at-santander-a2fcce.

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