Full-time
Financial Consultant | Popular Securities
Posted by Popular • San Juan, San Juan, Puerto Rico
About the Role
Job Type
Full Time Exempt
General Description
The 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.
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