A recruitment agency in Puerto Rico is seeking a Financial Advisor to help clients achieve financial security. The role offers flexible working arrangements, including hybrid options, and targets fresh graduates or students. The ideal candidate should possess a Bachelor’s Degree and excellent interpersonal skills. This part-time position emphasizes client relationship building, financial planning, and readiness to take licensure exams. The company promises opportunities for growth and independence in a rewarding environment.
Qualifications
Must be a Bachelor’s Degree holder / College graduate.
Willing to take the licensure exams (Insurance Commission).
Open to learning and undergoing training.
Flexible with work arrangements (part-time or full-time).
Responsibilities
Guide clients in making informed financial decisions.
Develop and implement personalized financial plans.
Recommend suitable insurance and investment solutions.
Build and maintain strong client relationships.
Skills
Excellent interpersonal and communication skills
Strong communication and relationship-building skills
Self-motivated, disciplined, and goal-oriented
Proactive, eager to learn, and adaptable
Education
Bachelor’s Degree
Job description
A recruitment agency in Puerto Rico is seeking a Financial Advisor to help clients achieve financial security. The role offers flexible working arrangements, including hybrid options, and targets fresh graduates or students. The ideal candidate should possess a Bachelor’s Degree and excellent interpersonal skills. This part-time position emphasizes client relationship building, financial planning, and readiness to take licensure exams. The company promises opportunities for growth and independence in a rewarding environment.