Financial Consultant
Popular Bank
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Benefits offered by this job
Job summary
Popular Bank in New York City's Brooklyn area is seeking a Financial Consultant with strong investment sales experience to join our Popular Investments team. This commission-based position emphasizes client needs and investment solutions.
You will evaluate customers, identify objectives, and monitor portfolios while maintaining prospect files. Licensing and education requirements apply; base salary ranges from $62,400 to $64,350 with comprehensive benefits and a hybrid work model.
Qualifications
- HS Diploma/GED with 4+ years in financial services or retail; Bachelor’s degree preferred.
- FINRA Series 7 and 63, and NY Life and Health Insurance licenses required.
- Series 65 or 66 must be obtained within 180 days of start.
- Knowledge of financial products and services related to investment activities.
- Proven ability to identify customer needs and recommend appropriate products.
- Excellent sales ability, presentation, marketing, and negotiation skills.
Responsibilities
- Evaluate customers relative to financial needs and educate them about investment products and services.
- Help clients identify investment objectives.
- Proactively seek information to understand changing needs and evaluate product options.
- Establish and maintain prospect files and scheduling.
- Monitor portfolios and make recommendations aligned with market changes.
Skills
Education
Tools
Job description
Position Title: Financial Consultant
Date: Sep 17, 2026
Location: Brooklyn, NY, US, 11235
Company: Popular Bank
We are currently searching for a Financial Consultant with strong investment sales experience to join our dynamic Popular Investment team! This is a commission based position only.
- Evaluate customers relative to financial needs, current holdings and available investment capital by listening to and uncovering their needs and educating them about the bank and investment program products and services that are most appropriate for their situation.
- Help the client to identify their investment objectives.
- Pro-actively seek information from prospects and clients to understand possible changing situations, needs and desired benefits and evaluate product or service alternatives.
- Establish and maintain thorough prospect file, review and access on a scheduled basis.
- Monitor customer’s portfolio and make recommendations consistent with changes in economic and financial condition as well as the customer’s needs and objectives.
- HS Diploma/GED and at least four years of related experience in financial services or retail organization is required; Bachelor’s degree is preferred along with relevant years of experiences.
- FINRA Series 7 AND 63, and NY State Life and Health Insurance licensing required. Series 65 or 66 must be obtained within 180 days of start date.
- Knowledge of financial products and services related to investment activities. Examples include: Securities, Annuities, Life Insurance, Funds Flow Analysis, Investment Operations, and application of rules and regulations.
- Proven ability to successfully identify customer needs and recommend the most appropriate product or service based on those needs.
- Excellent sales ability, presentation, marketing, and negotiation skills.
Our base salary for this position located in New York City generally ranges between $62,400.00 and $64,350.00 annually, depending on business need and on your qualifications and experience. Base salary does not include incentive compensation, commission, or any other type of remuneration or benefits.
In addition to salary, Popular's well-rounded benefits package for regular full-time and part-time employees includes a comprehensive health plan, flexible time off options, and savings and investment plans. Seasonal/temporary employees are not eligible for these benefits.
Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.
Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.
ABOUT US
Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.
As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.
We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.
If you have a disability or need more information about requesting an accommodation, please contact us at asesorialaboral@popular.com. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.
Are you ready for a rewarding career?
Popular is an Equal Opportunity Employer, including Disability/Vets
Popular is a Drug Free Workplace
Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.
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Nearest Major Market: Brooklyn
Nearest Secondary Market: New York City
Equal employment opportunity, including veterans and individuals with disabilities.
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