Financial Consultant

Popular Bank; New York (NY); On-site; USD 62,000 - 64,000; Full time

Benefits offered by this job

Health plan

Flexible time off

Savings and investment plans

Job summary

Popular Investments in Brooklyn, NY is seeking a Financial Consultant to evaluate customers, uncover needs, and educate them on investment products. You will help identify objectives, seek information on changing needs, and maintain prospect files while monitoring portfolios for aligned recommendations.

The role requires FINRA licenses, a relevant financial services background, and strong sales and negotiation skills. Base salary in NYC area and a robust benefits package accompany the position.

Qualifications

• HS Diploma or GED with 4+ years in financial services or retail.
• FINRA Series 7 & 63 and NY Life/Health licenses; Series 65/66 within 180 days.
• Knowledge of securities, annuities, life insurance and funds analysis.
• Proven ability to identify customer needs and recommend suitable products.
• Strong sales, presentation, marketing and negotiation skills.

Responsibilities

• Evaluate customers relative to financial needs and educate them about investment products.
• Help clients identify investment objectives and alternatives.
• Proactively seek information to understand changing needs and benefits.
• Establish and maintain thorough prospect files, review on a schedule.
• Monitor portfolios and make recommendations aligned with client goals.

Skills

Sales ability

Financial products knowledge

Relationship building

Needs assessment

Education

HS Diploma/GED

Bachelor's degree preferred

Job description

Popular Investments - NYM Region 1

Date: Sep 17, 2026

Location: Brooklyn, NY, US, 11235

Company: Popular

Workplace Type: On-site

Financial Consultant

In This Position, You Will

• 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.

To Be Considered, You Will Need

• 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.

Base Salary & Benefits

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 [e-mail]. 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