Financial Consultant | Popular Securities

Popular Bank • San Juan, PR • 10h ago

Position Title: Financial Consultant | Popular SecuritiesDate: Aug 9, 2025Location: San Juan, PRCompany: Popular BankJob TypeFull Time ExemptGeneral DescriptionThe Financial Consultant is responsible for providing comprehensive financial guidance to individual and corporate clients, assisting them in achieving their investment goals. This includes assessing financial needs, recommending suitable products and developing personalized investment strategies. The Financial Consultant must also ensure compliance with industry regulations and internal policies while maintaining strong and trusted client relationships.Essential Duties and Responsibilities Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers. Profiles customers and deliver recommendations to ensure these needs are met. Use sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions. Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers. 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. Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs. Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations. Maintains and builds referral channels and develops strong partnerships to ensure the investment needs of current and potential customers in assigned Market and/or branches are met or exceeded. 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. Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Collaborate with internal partners such as Operations, Compliance, and PS Advisory Group.EducationBachelor's or Master's degree in Finance or related field preferredLicenses and Designations: FINRA Series 7 FINRA Series 63 and 65 or 66 Pertinent state Life/Variable Insurance (LAH) licenses preferred CFP (Certified Financial Planner), CPA (Certified Public Accountant), CIMA (Certified Investment Management Analyst), CPWA (Certified Private Wealth Advisor), CFA (Chartered Financial Analyst), ChFC (Chartered Financial Consultant) designation preferred.ExperienceTen (10) years of experience in investmentsPrevious experience in trust/fiduciary products, financial planning, managed accounts or insurance is preferredOther Qualifications Deep analytical ability Problem-solving Communication and interpersonal skills Knowledge of financial markets and global affairs Intellectual curiosity Adaptability and proficiency to learn quickly and efficiently Self-driven and self-managed Adaptability to technology changes Teamwork and customer service oriented Attention to detail Reporting Research Results* ConfidentialityRegion LocationsMust be available to work in Puerto Rico.Work ScheduleOn-siteFlexibility to work non-business hours, weekends, and holidays when needed.Values1. Passion for People3. Succeed Together2. Own Every Moment4. Build the FutureImportant: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.ABOUT USPopular is Puerto Rico's leading financial institution and have been evolving since it was founded o

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