Sovereign Bank – Red Bank, NJ – Financial Advisor – Investment Financial Consultant

Investment Financial Consultant
Marlboro, Springfield, Red Bank, Princeton, North Jersey

Take your place among the industry’s finest financial consultants and enjoy the backing of a leading global financial institution. As part of the Sovereign Bank/Santander Investment Services group, you will have the opportunity to work in a prime bank program and be part of our winning retail banking team.

What You Will Do:

  • Independently source prospective clients and capitalize on referrals to develop a book of business.
  • Research and analyze customers’ needs to deliver highly customized solutions to meet their financial goals.
  • Maximize revenues and profits by building strategic client and business partner relationships
  • Responsible for managing investment growth, profits, referral activities and customer follow-up within an assigned territory.
  • Provide securities, annuities, and insurance products to new and established accounts.
  • Perform job requirement/responsibilities in compliance with applicable laws and regulations

Who We Are Looking For:

  • Must have a full range of knowledge about financial investment strategies and retail bank products and services.
  • Series 6 and 63 securities license and insurance license.
  • You will be expected to obtain your Series 7 and 65 licenses within a reasonable amount of time.
  • 3+ years of proven investment sales experience and a track record of success consistent with current production and job stability.
  • Verifiable annual gross production of $175,000 in investment revenue from a warehouse and $250,000 minimum from a bank program.

Sovereign Bank Team Members Receive:

  • Competitive Incentive Bonus Programs
  • Medical, Dental and Vision Plans
  • 401(k)

These positions are commission based with high earning potential and an outstanding benefits package.

Please e-mail your resume to
Valerie Walls

When submitting your resume, please indicate your preferred location(s) in the subject line.

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