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Financial Consultant | Popular Securities

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San Juan, San Juan, Puerto Rico Full-time February 21, 2026

Found Description

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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