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Associate Financial Representative Jobs in Puerto Rico

PacSun

Sales Associate

Caguas, PR · On-site

$13.75 - $18.50/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... The physical demands described here are representative of those that are required by an associate ...

PacSun

Sales Associate

Caguas, PR · On-site

$13.75 - $18.50/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... The physical demands described here are representative of those that are required by an associate ...

PacSun

Sales Associate

Ponce, PR · On-site

$13.75 - $18.75/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... The physical demands described here are representative of those that are required by an associate ...

PacSun

Sales Associate

Barceloneta, PR · On-site

$12.25 - $16.50/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... The physical demands described here are representative of those that are required by an associate ...

PacSun

Sales Associate

Barceloneta, PR · On-site

$12.25 - $16.50/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... The physical demands described here are representative of those that are required by an associate ...

PVH

Temporary Sales Associate - Part-Time

Barceloneta, PR · On-site

$11.75 - $16/hr

You will deliver a top-notch customer experience that represents our brand's minimalist and sensual ... We strive to provide options when it comes to your health, finances, and work-life balance. This ...

PVH Corp.

Temporary Sales Associate - Part-Time

Canovanas, PR · On-site

$12 - $16.25/hr

You will deliver a top-notch customer experience that represents our brand's minimalist and sensual ... We strive to provide options when it comes to your health, finances, and work-life balance. This ...

PVH

Temporary Sales Associate - Part-Time

Canovanas, PR · On-site

$12 - $16.25/hr

You will deliver a top-notch customer experience that represents our brand's minimalist and sensual ... We strive to provide options when it comes to your health, finances, and work-life balance. This ...

My Wireless

Part Time Retail Sales Associate

San Juan, PR · On-site

$14.75 - $17/hr

As you learn and succeed, you'll be eligible for new opportunities and financial rewards. Every day ... are representative of those that must be met by an employee with or without reasonable ...

MY WIRELESS

PR · On-site

$14.75 - $17/hr

As you learn and succeed, you'll be eligible for new opportunities and financial rewards. Every day ... are representative of those that must be met by an employee with or without reasonable ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Puerto Rico

Associate Financial Representative information

What is an associate financial representative?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.

What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

What are the key skills and qualifications needed to thrive as an associate financial representative, and why are they important?

To thrive as an Associate Financial Representative, you need a foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

What is the difference between Associate Financial Representative vs Financial Advisor?

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced representatives or those with additional certifications can earn higher salaries and commissions.

What are popular job titles related to Associate Financial Representative jobs in Puerto Rico?

For Associate Financial Representative jobs in Puerto Rico, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Puerto Rico look for?

The top searched job categories for Associate Financial Representative jobs in Puerto Rico are:

What cities in Puerto Rico are hiring for Associate Financial Representative jobs?

Cities in Puerto Rico with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Puerto Rico as of August 2026, with employment types broken down into 100% Full Time. Highlights an 80% In-person, 10% Hybrid, and 10% Remote job distribution.

Sales Associate

PacSun

Caguas, PR • On-site

$13.75 - $18.50/hr

Part-time

Retirement

Re-posted 20 days ago

PacSun rating

5.9

Company rating: 5.9 out of 10

Based on 108 frontline employees who took The Breakroom Quiz

58th of 105 rated fashion retailers

Job description

Join the Pacsun CommunityPacsun is dedicated to delivering an exclusive collection of the most relevant brands and styles to a community of inspired youth. Through partnerships with brands such as adidas, Brandy Melville, Essentials Fear of God, our own brands, and many more.
Our Pacsun community believes in and understands the importance of using our voice, platform, and resources to inspire and bring about positive development. Our program PacCares supports and partners with organizations that align with our internal and external initiatives surrounding mental health, diversity, and equality. Join the Pacsun Community.
Learn more here: LinkedIn- Our Community
About the Job:
The Sales Associate is responsible for generating sales through exhibiting passion for product, brands, fashion and trends with all customers. The Sales Associate is also responsible for executing initiatives and tasks as assigned by the leadership team. Overall, the Sales Associate is expected to work as a positive member of the store team and consistently provide an exceptional customer experience.
A day in the life, what you'll be doing:
CUSTOMER CENTRIC
  • Delivers an engaging, positive and authentic customer experience with all customers
  • Focuses on full-price selling while maintaining awareness of product value and promotions
  • Handles customer situations in compliance with policy and procedures, attempts to "solve for yes" and partners with the leadership when dealing with escalated issues
  • Completes all assigned tasks in a timely and efficient manner
  • Executes all visual directives and maintains visual standards set by the company and as directed by the management team
  • Supports high standards of organization and cleanliness, promoting safe working and shopping environment to maximize the customer experience
  • Upholds and complies with all company policies as outlined in the Policy and Procedure Manual, Code of Business Conduct, Employee Policy Guide and the Safety Program
  • Complies with all Loss Prevention policies, and communicates violations directly to the leadership team or via the Silent Witness Hotline
  • Shares feedback from customers with the leadership team to improve the overall customer experience

RESULT DRIVEN
  • Actively participates in all company and store contests and events
  • Stays current on all financial goals and priorities
  • Support the leadership team in achieving all sales and operational goals

  • Supports and executes all digital sales strategies including ship from store and BOPIS within the store

AUTHENTICITY
  • Reflects the PacSun brand by demonstrating passion and affinity for product, brands, fashion and trends
  • Contributes to positive working environment by consistently exhibiting core value behaviors
  • Maintains and drives the company's fashion image by adhering to the Employee Appearance Guidelines
  • Demonstrates willingness, aptitude, and initiative to learn what is unknown about product, brands, fashion and trends
  • Strives to improve individual performance while working as a productive member of the team

What it takes to Join:
  • Passion for product, brands, fashion and trends
  • High School Diploma or equivalent preferred
  • Effective written, verbal and presentation skills
  • Strong communications skills
  • Excellent time management skills
  • Proficient in math and possesses strong computer skills

Pac Perks:
$1,000 referral incentive program
  • Generous associate discount of 30-50% off merchandise online and in-stores
  • Immediate 100% vested 401K contributions and employer match
  • Calm Premium access for all employees
  • Employee perks throughout the year

Physical Requirements:
The physical demands described here are representative of those that are required by an associate to successfully perform the essential functions of this job.
  • The associate must frequently lift and/or move up to 20 pounds and occasionally lift and/or move up to 35 pounds.
  • The associate must frequently sit/stand for long periods of time and climb ladders as needed.
  • While performing the duties of this job, the associate is regularly required to talk or hear. The associate is frequently required to sit; stand; walk; use hands to finger, handle or feel; as well as reach, twist or squat.
  • Ability to maneuver around sales floor, stockroom and office areas.
  • Specific vision abilities required by this job include close vision, distance vision, depth perception and ability to adjust focus.
  • Ability to work in open environment with fluctuating temperatures and standard lighting.
  • Hotel, Airplane, and Car Travel may be required SM and above roles only.

Position Type/Expected Hours of Work:
This is a part-time position. Ability to work a range between 20-40 hours per week is required. As a National Retailer, flexibility with work schedule (able to work weekends, nights, peak holiday periods) is required.
Other Considerations:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the associate for this job. Duties, responsibilities and activities may change at any time with or without notice. Reasonable accommodations may be made to qualified individuals with disabilities to enable them to perform the essential functions of the role.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

What PacSun employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Pacsun

Sourced by ZipRecruiter

Pacsun is dedicated to delivering an exclusive collection of the most relevant brands and styles to a community of inspired youth. Through partnerships with brands such as adidas, Brandy Melville, Essentials Fear of God, our own brands, and many more, we offer a unique range of product that all youth can express themselves through. We have worked with celebrities such Emma Chamberlain, Storm Reid, Jules LeBlanc, and A$AP Rocky to curate exclusive product. Pacsun ranks #3 as a favorite apparel brand amongst teens - #1 amongst women and #4 amongst men. We have a reach of 1.6M followers on TikTok, 2.5M followers on Instagram and over 380K followers on Twitter.

Industry

Retail

Company size

5,001 - 10,000 Employees

Headquarters location

Anaheim, CA, US

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