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 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 cl...