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Associate Advisor Jobs in Puerto Rico (NOW HIRING)

Mariner

Wealth Advisor

San Juan, PR · On-site

Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications * Bachelor's degree ...

Sally Beauty

Beauty Advisor- Sally Beauty- 05014

Bayamon, PR · On-site

$14.75 - $18.50/hr

The Sales Associate/Beauty Advisor will focus on one primary objective - creating a memorable shopping experience for our customers. We are continually searching for passionate beauty lovers that ...

Sally Beauty

Beauty Advisor- Sally Beauty- 05079

Aguadilla, PR · On-site

$14.75 - $18.25/hr

The Sales Associate/Beauty Advisor will focus on one primary objective - creating a memorable shopping experience for our customers. We are continually searching for passionate beauty lovers that ...

Sally Beauty

Beauty Advisor- Sally Beauty- 05079

Aguadilla, PR · On-site

$14.75 - $18.25/hr

The Sales Associate/Beauty Advisor will focus on one primary objective - creating a memorable shopping experience for our customers. We are continually searching for passionate beauty lovers that ...

Sally Beauty

Beauty Advisor- Sally Beauty- 05014

Bayamon, PR · On-site

$14.75 - $18.50/hr

The Sales Associate/Beauty Advisor will focus on one primary objective - creating a memorable shopping experience for our customers. We are continually searching for passionate beauty lovers that ...

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Associate Advisor information

What are the key skills and qualifications needed to thrive as an Associate Advisor, and why are they important?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.

What are some common challenges Associate Advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is an Associate Advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What job categories do people searching Associate Advisor jobs in Puerto Rico look for? The top searched job categories for Associate Advisor jobs in Puerto Rico are:
What cities in Puerto Rico are hiring for Associate Advisor jobs? Cities in Puerto Rico with the most Associate Advisor job openings:
Associate Advisor jobs near you

Wealth Advisor

Mariner

San Juan, PR • On-site

Full-time

Posted 6 days ago

Job description

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
  • Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
  • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
  • Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
  • Effectively work with your team and available resources in support of our clients, executing client requests and updating information
  • Active participant in obtaining new clients in partnership with strategic relationships and community networks
  • Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates

Qualifications
  • Bachelor's degree required
  • 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience
  • Series 65, CFP or CFA required

Skills & Knowledge
  • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
  • Previous experience with high net worth or ultra-high net worth clients
  • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
  • Highly effective interpersonal, relationship management and communication skills
  • Demonstrated talent development experience, training new staff, mentoring interns, etc.
  • Excellent organizational and time management skills in a high energy environment to manage multiple priorities
  • Strong attention to detail

Note: All Wealth Advisors must have a clean U4 with no disclosures.
#LI-MK1
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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