Financial Advisor

People Talent Acquisition•Atlanta, GA

About The Position

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. 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.

Requirements

Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
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.
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.

Nice To Haves

Advanced degrees or professional certifications (e.g., CFP, CFA, PFS) are a plus.
Previous experience working with high-net-worth clients is highly desirable.

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.