Financial Advisor
People Talent Acquisition
Job Description
Job Description
Company Overview
Our client is one of the leading Financial Analysis and Insurance firms in Puerto Rico. They are currently seeking a highly experienced and strategically minded Financial Advisor to join their team of professionals.
We are looking for a highly qualified Financial Advisor, responsible for leading investment management, strengthening client relationships, and driving business development initiatives. This role is essential in delivering high-level wealth management services with a fiduciary, ethical approach focused on the client’s best interests. The candidate will serve as the local face of the firm, promoting a culture based on trust, regulatory compliance, and service excellence. Key Responsibilities:
- Advise clients on investment products and strategies, including stocks, bonds, mutual funds, ETFs, and other financial instruments.
- Analyze clients’ financial profiles, needs, and goals to develop personalized investment plans.
- Stay up to date with market trends, regulatory changes, and new investment opportunities.
- Ensure compliance with applicable regulatory standards (SEC, FINRA, fiduciary laws) and internal policies.
- Manage long-term client relationships, fostering trust and loyalty.
- Collaborate with internal teams (advisors, trust officers, compliance, etc.) to deliver integrated financial solutions.
- Prepare and present regular reports on portfolio performance and strategic recommendations.
- Actively participate in business development activities, identifying growth opportunities and acquiring new clients (individuals, families, trusts, institutions).
- Promote and ensure the delivery of personalized, high-quality wealth management services aligned with clients’ best interests.
- Communicate effectively with internal stakeholders to ensure consistent execution of strategy and operational excellence.
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.Advanced degrees or professional certifications (e.g., CFP, CFA, PFS) are a plus.
- Active Series 7 and Series 66 licenses (required).
- Minimum of 5 years of proven experience in investment advising, wealth management, or similar roles within the financial sector.
- Previous experience working with high-net-worth clients is highly desirable.
- Strong knowledge of financial markets, investment products, and regulatory environments.
- Excellent verbal and written communication skills in Spanish and English, with Spanish as the first language.
- Strong client orientation, strategic thinking, and results-driven mindset.
- Proficiency in financial technology tools and investment/wealth management platforms.
- Ability to work independently and collaboratively within a multidisciplinary team.
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