Financial Consultant Associate - Mayagüez

Mayagüez Region

Full Time Opportunity

General Description

Provides support in client service and investment advice for the Financial Consultants assigned by performing the following duties.

Essential Duties and Responsibilities

Prepare reports, analysis and presentations for clients and prospects.

Prepare, review and/or update Investment Policies for clients.

Analyze accounts and portfolios.

Conduct research of companies and mutual funds, platforms and money managers.

Tables and investments reports.

Assist in follow-up to the meetings agreements with clients and team.

Assist in monitoring and implementing proposals.

Assist in preparation of newsletters, seminars, presentations for internal and /or external use.

Maintaining and managing CRM.

Assist when needed in the coordination of client meetings, presentations, minutes and f/u with clients, Pop One and outside advisors.

Work with the customers electronic files and other files like seminars and presentations, among others.

Supervisory Responsibilities:

This job has no supervisory responsibilities.

Education

Bachelor's Degree in Finance or Accounting

Experience

At least three (3) years of related experience.

Certifications / Licenses

FINRA
Series 7
and
Series 66

Other Qualifications

Advanced knowledge of the metrics or factors in the analysis of specialized industries: Securities

Knowledge of local and federal laws and regulations that apply to the financial industry

Provision for decision making

Work under minimal supervision

Analytical and critical thinking

Good interpersonal relationships

Ability to analyze problems and needs, and to make decisions for the benefit of the client and the Company

Ability to work with multiple responsibilities and priorities, demonstrating a sense of urgency and complying with established due dates

Excellent customer service skills

Excellent oral and written communication skills, both in English and Spanish

Advanced domain of Microsoft Office programs (Word, Excel, and Outlook)

Ability to work in teams and collaborate with peers in order to meet common goals

Availability to work extended hours and weekends

Competencies

Accountability
Analytical Discipline
Collaboration & Teamwork
Change Agent
Customer Centric
Self Development
Business Excellence
Character

Popular Inc., is an Equal Opportunity Employer