Financial Consultant II

Financial Consultant II Sovereign Bank Philadelphia, PA Think. What does it take to achieve success?

Find the answer at Sovereign Bank. And realize your potential by working together with a diverse group of colleagues and managers toward shared goals. Our supportive, entrepreneurial environment encourages individuals of all backgrounds to succeed, and our rewards and recognition programs make sure that success is acknowledged. Isn’t that what achievement is all about?

Financial Consultant II

Sovereign Bancorp, Inc., ("Sovereign") (NYSE: SOV), is the parent company of Sovereign Bank, an $89 billion financial institution with nearly 800 community banking offices, over 2,000 ATMs after giving effect to the recently announced branding agreement in which Sovereign ATMs will be placed in CVS/pharmacy locations and approximately 12,000 team members with principal markets in the Northeast United States. Sovereign offers a broad array of financial services and products including retail banking, business and corporate banking, cash management, capital markets, wealth management and insurance. Sovereign is the 17th largest banking institution in the United States.

Financial Consultants and Advisors - Why Settle for Limited Growth? Take your place with Investment Services at Sovereign Bank, among the industry’s finest financial consultants! Combine a comprehensive range of competitive investment products and services with the power and presence of one of the nation’s largest banks to help you help your clients pursue their investment goals in the manner best suited for them. Qualified investment clients are not a problem to obtain due to existing relationships, deposit base and lead platforms already in place! As an Investment Services at Sovereign Bank Financial Consultant you will have the opportunity to work in an existing and mature bank program!

Duties and Responsibilities:

•Strive to maximize revenues and profits by building strategic client and business partner relationships.
•Effectively source prospective clients, capitalize on Bank referrals, profile customer needs, refer customers to the appropriate service provider and execute highly customized solutions to meet the needs of the customer.
•Responsible for balancing investment growth, increasing revenues, referral activities, customer follow-up, prospect building and personal growth and development.
•Focus on building profitable, affluent relationships and strategic business partnerships -- and must have a wide range of knowledge about financial investment strategies and Bank products and services.
•Focus on expanding customer relationships where opportunities exist.
•Provides securities, annuities, and insurance products to new and established accounts; develops new business through leads generated from partnering and relationship building skills.
•Provides prudent and suitable investment recommendations to individual and corporate clients.


Qualifications:
•Requirements include 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 or more 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 wirehouse and/or $250,000 minimum from a bank program.
If Access to Assets, Pre-Arranged Appointments with Qualified Investors ready to do business appeals to you -- than please contact us today! These positions are not salaried. They include a draw, commissions and outstanding benefits package.
We show our appreciation with a full range of benefits including medical, dental, vision plans, 401(k), ESOP, tuition reimbursement and incentive bonus programs.

If this is the kind of opportunity you’ve been thinking about, apply online or send resume to: