Financial Consultant
Popular Community BankNew York, New York, United States
Posted March 4, 2026
62400 - 64350 USD
Full Time
About the Company
Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago.
Job Description
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, and help the client to identify their investment objectives.
Requirements
- HS Diploma/GED and at least four years of related experience in financial services or retail organization is required
- 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
- 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
Benefits
- Comprehensive health plan
- Flexible time off options
- Savings and investment plans
