Financial Advisor: Grow Your Client Base with Open Solutions
LPL Financial
LPL Financial, in partnership with TruStage and anchored at PenFed Credit Union in San Juan, PR, seeks a Financial Advisor to serve an existing book and grow a client base within a supportive, multi-institution framework. You will operate with LPL’s open architecture and resources to tailor client solutions, leveraging credit union referrals and regional branch opportunities. The role requires Series 7/66, an insurance license, and 3+ years in investment sales, with uncapped earning potential #J-18808-Ljbffr LPL Financial
- ...opportunity LPL Financial partners with TruStage to... ...credit union clients. This employment... ...as a Financial Advisor working for... ...allow you to grow your career and... ...for financial solutions. This position... ...strong client base with the credit... ...customized services An open architecture...SuggestedLocal area
$15 - $20 per hour
...Benefits: Bonus based on performance... ...behind a busy financial advisory... ...first voice many clients hear, the person... ...practice — the advisor is the doctor,... ...who need help with a form or have... ...documents, and open case next steps... ...as the practice grows ~$15–$20 per...SuggestedHourly payWork at officeWork from homeFlexible hoursDay shift- ...TX is seeking a full-time Investment Brokerage Specialist who will grow client relationships by partnering with customer contact associates and prospecting new business within and outside the financial institution. Requirements include a four-year degree in Finance or...SuggestedFull time
- ...for supporting customers with routine banking needs by opening accounts, processing transactions... ...resolve and or identify financial solutions for new and existing... ...are general guidelines based on the minimum experience... ...helping our communities grow by serving them with pride...SuggestedBank staffWork at officeRemote workWork from homeTrial periodMonday to FridayFlexible hours
$58.9k - $79.7k
...individuals who want to grow with us. We are currently... ...Archival and Reporting Solution for the Puerto Rico... ...). This role combines financial business process expertise... ...compensation based on personal and/or company... ...committed to accelerating client success and positively...SuggestedFull timeContract workTemporary workWork at officeRemote workFlexible hours- ...purpose to help make financial lives better... ...delivering for our clients, teammates, communities... ...in-office culture with specific requirements for office-based attendance and which... ...opportunities to learn, grow, and make an impact... ...clients to solutions that meet the financial...Work at officeShift workDay shift
- ...Rico is seeking entrepreneurial, driven, and client-focused individuals to join our growing team as Insurance Agents / Financial Services Professionals. You will help... ...through customized insurance and financial solutions while building and managing your own practice...
$37 per hour
...Bank Teller Openings - Looking for candidates locally The Teller role... ...a positive relationship with bank clients and delivers solutions by identifying referral opportunities... ...for new products and services based on the customer's financial goals. The Teller performs efficient...- ...Time, Prospects within the financial institution by partnering with customer contact... ...identify potential business clients and expand existing customer... ...Utilizes effective needs-based relationships building sales... ...to helping our communities grow by serving them with pride...Full timeTrial period
- ...cultivate long-term client relationships,... ...opportunities that align with the bank’s credit... ...comprehensive financial solutions. This role also requires... ..., they began growing the bank one... ...true relationship-based culture and its commitment... ...as a trusted advisor, providing customized...Local area
- ...handling new accounts and teller duties, building client relationships, and providing personalized financial solutions. Responsibilities include account onboarding,... ...offerings. A customer-focused, team player approach with strong communication is essential. #J-18808-Ljbffr...
- The Advisor, Retail Channels (Voice of... ...analytics expertise with a customer-... ...working hybrid based in San Juan, PR... ...required; Financial services or banking... ...and recommend solutions. Excellent communication... ..., and clients. WORK AUTHORIZATION... ...place to work, grow and develop....Permanent employmentInternship
- ...Commercial Lender A growing Texas bank is hiring an... ...loans, and you'll work with credit to get deals approved... ...with a competitive base, an incentive plan,... ...extremely competitive, client-focused and realize that... ...ability to deliver the right solutions at the right time....Local area
- ...strive to be a trusted advisor to our clients and our employees are... ...Analyst analyzes the financial information of... ...delinquency and compliance with covenants. The... ...compliance, borrowing base review, periodic financial... ...problem recognition and solutions skills Disclaimer:...
- ...United States seeks a Corporate Trust Operations Specialist to support day-to-day client services, monitor receivables, posting, cash reconciliation, and fund positions. You will work with management and technical staff to identify improvements to processes, policies,...Remote job
$67.87k - $99.84k
...to-day operational/client service activities... ...identify business solutions for changes to... ...exceptions Assist with global asset setup... ...reasonable estimate based on its budget and... ...a company. We are advisors, consultants, problem... ...moment with a financial foundation that can...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours- ...investment platform affiliated with DECA’s broader advisory and capital solutions ecosystem. The firm... .... Role Summary The Financial Associate plays a critical... ...accounting, and third‑party advisors to collect, track, and... ...Must be currently based in Puerto Rico or willing...Work at officeLocal areaRelocation
- ...GlobalBuilding Design Risk & Recovery (GBDR) organization, with a primary focuson Risk Engineering Solutions (RES) program execution. GBDR brings togetherDisaster... ...this role is North America andEurope. This is a US-based role, with a strong preference for candidates...Hourly payWork at office
- Primerica Financial Services, con sede en San Juan, busca un representante híbrido a tiempo completo o parcial para entender objetivos financieros de clientes, explicar productos y proponer soluciones adecuadas. Se realizará análisis de necesidades y se gestionarán documentos...
- ...Financial Aid Advisor Full-time Job Description: Have you ever wanted to ensure a positive... ...package? Do you love working closely with people? If your answer is yes, this... ...students about financial aid available based upon their acceptance at School and other...Full time
- ...managerial accounting, financial reporting, and business... ...dashboards and reporting solutions that help leaders make... ...position also assists with technical accounting research... .... Hybrid position based in San Juan, Puerto... ...a great place to work, grow and develop. Each employee...Permanent employmentInternship
- ...critical role in supporting financial reporting, budgeting,... ...reporting, dashboard solutions, and Board-level... ...objectives. Working closely with Finance leadership and... ...This hybrid position is based in San Juan, Puerto Rico... ...a great place to work, grow and develop. Each employee...Permanent employmentInternship
- Financial Analyst Anywhere Type: Contract Category: Accounting... ...Standard Hours: Open Reference ID: JN -1120... ...: Remote Our client seeks a hands‑on Financial... ...role will partner closely with Accounting, Engineering... ...advisory, and life sciences solutions. For nearly 40 years,...Hourly payContract workRemote work
- ...highly motivated self-starter with a strong work ethic who... ...customers to identify financial needs and recommends banking solutions. Essential Duties... ...specifications are general guidelines based on the minimum experience... ...helping our communities grow by serving them with...Part timeTrial periodMonday to FridayFlexible hours
- ...lending team. You'll analyze financial statements, tax returns... ...'ll write credit memos with clear risk ratings and... ...or regulations. GPAC (Growing People and Companies)... ...extremely competitive, client-focused and realize... ...ability to deliver the right solutions at the right time....
$15 per hour
...Compensation $15 per hour, based on experience and location, plus... .... Total earnings increase with strong individual and branch... ...millions of customers meet their financial needs through personal loans,... ..., and credit-building solutions. With over 1,000 branches across...Hourly payWork at officeLocal areaShift work- Highwinds, based in Puerto Rico, is seeking an Accounting & Finance Analyst to help keep the financial engine running accurately and on time. You will report to the CFO and support... ...-on role requires precision and ownership, with opportunities to improve processes as the...
- ...FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones that... ...included on customer's file andfulfill with loan requirements in order to supportthe... ...and trends. Problem Analysis & Solution - Identifies problems and conducts appropriate...Work at office
- ...we're more than a financial services leader –... ...and empowered to grow. And we’re recognized... ...will work closely with branch teammates... ...coaching, and team-based culture. In this... ...needs, introduce solutions at a high level, and... ...Candidates applying to job openings posted in Canada:...Full timePart timeWork experience placement
- ...attract, retain, and serve commercial credit customers with credit needs up to $15 million. You will manage a... .... In this role, you will prospect for new commercial clients, cross-sell CTB products, review financial statements, and maintain a healthy sales pipeline to...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor: Grow Your Client Base with Open Solutions. Be the first to apply!




