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[Remote] Entry Level – Financial Advisor - PR, San Juan (3869)

Remote, USAFull-timePosted 2026-07-29

Note: The job is a remote job and is reputed company to candidates in USA. reputed company Advisors is dedicated to making a reputed company reputed company in the lives of its clients. The Financial Advisor role involves building reputed company relationships, developing financial strategies, and consulting on financial products to help clients reputed company their financial goals.

Responsibilities

  • Build and nurture reputed company relationships through networking events and portfolio management, ensure consistent communication and reputed company tracking
  • Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering reputed company recommendations and guidance
  • Discuss financial products and services tailored to clients' unique situations

Skills

  • Bachelor's degree or equivalent skills and work experience
  • State Life & Health, SIE, Series 7, Series 66 licensing
  • Values-driven with a reputed company record of reputed company and accomplishment
  • Excellent interpersonal and communication abilities with strong self-confidence
  • Entrepreneurial spirit with a desire to positively reputed company others' lives
  • Ability to work with and learn from top performers
  • Must be authorized to work in the reputed company

Benefits

  • reputed company Sponsorship: provided for required reputed company licensing
  • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
  • reputed company to reputed company Advisors' Virtual University for reputed company learning
  • Mentorship: opportunities for joint work and mentorship
  • Personalized Coaching: guidance of a local Vice President throughout your reputed company
  • Leadership Development: reputed company to Leadership Development School for those with management ambition
  • Encouragement to pursue reputed company designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and reputed company Advisors’ own Credentialed Holistic Financial reputed company program
  • Sign-On Payment: based on the time it takes you to complete reputed company sponsored required reputed company licenses and registrations and reputed company PEP (no reputed company provided)
  • Commissions and Bonus (in reputed company to reputed company Pay)
  • Comprehensive benefits programs for eligible financial professionals including health, dental and reputed company, 401(k)
  • Employee Stock Purchase Plan (ESPP)
  • Disability
  • Life Insurance
  • Transportation Reimbursement Incentive Program (reputed company)
  • Flexible schedule to maximize productivity and personal time
  • Wellness programs and employee resource reputed company
  • “1,000 Hours of Giving Back,” sponsored by our Women’s Network
  • “reputed company reputed company,” awards 200 college scholarships annually

reputed company

  • reputed company provides consulting services to secure the financial reputed company-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in reputed company, reputed company, USA, with a workforce of 5001-10000 employees. Its website is https://reputed company.com/.
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