Financial Consultant | Popular Securities

Banco Popular

San Juan, PR, US
On-site
Comprehensive financial guidance
Personalized investment strategies
Client needs analysis
Banco Popular is seeking a Financial Consultant to provide personalized financial guidance to clients, ensuring regulatory compliance while building strong client relationships. The role requires a deep understanding of financial markets and a minimum of ten years of relevant experience, including specific licenses and designations

Job Summary

  • The Financial Consultant is responsible for providing comprehensive financial guidance to individual and corporate clients, assisting them in achieving their investment goals.
  • Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth Management to increase referrals.
  • Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.

Matching Summary

Match Score: 85

Banco Popular is seeking a Financial Consultant to provide personalized financial guidance to clients, ensuring regulatory compliance while building strong client relationships. The role requires a deep understanding of financial markets and a minimum of ten years of relevant experience, including specific licenses and designations.

Skills & Requirements

Must-have

  • comprehensive financial guidance
  • personalized investment strategies
  • client needs analysis
  • sales goals
  • referral channels

Nice-to-have

  • intellectual curiosity
  • adaptability to technology
  • teamwork and customer service
  • passion for people
  • succeed together

Key Requirements

  • Bachelor’s or Master’s degree in Finance or related field
  • FINRA Series 7
  • FINRA Series 63 and 65 or 66
  • Ten (10) years of experience in investments
  • Must be available to work in Puerto Rico

Work Rights

Not specified

Tailored Resume

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