Financial Advisor

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.

Job Summary:
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 clients 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.

• Bachelors degree in Finance Economics Business Administration or a related 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.