Private Wealth Advisor (Private Client - Personal Strategy) - San Fran…
EmpowerFull Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
Key technologies and capabilities for this role
Common questions about this position
The position is located at Lexington Ave, NY.
This information is not specified in the job description.
This information is not specified in the job description.
Key skills include managing client portfolios, deepening customer relationships through proactive outreach, expertise in Santander products, assessing customer needs, recommending solutions, collaboration with teams, and problem resolution.
Santander fosters an enriching environment focused on continuous learning, personal growth, collaboration with global colleagues, engagement, and commitment to employee success.
Provides banking, investment, and insurance services
Santander Bank provides a variety of financial services to individuals, small businesses, and large corporations in the United States. Its offerings include savings and checking accounts, loans, credit cards, and investment products. The bank also has specialized services through Santander Investment Services and insurance products via Santander Securities LLC. Santander stands out from its competitors by focusing on community growth, committing $13.6 billion to support initiatives like the 'Cultivate Small Business' program, which aids early-stage entrepreneurs, especially from underrepresented groups. The bank generates revenue through interest on loans, service fees, and commissions, while promoting responsible banking practices and financial education. Santander's goal is to empower individuals and businesses, enhance community prosperity, and provide comprehensive financial solutions.