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Associate Financial Representative Jobs in Canovanas, PR

Elevance Health

Cust Care Rep I-Bilingual (US)

San Juan, PR · On-site

$15.75 - $21.25/hr

Associates in this role are expected to have strong oral, written and interpersonal communication ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...

Elevance Health

Cust Care Rep I-Bilingual (US)

San Juan, PR · On-site

$15.75 - $21.25/hr

Associates in this role are expected to have the ability to multi-task, including handling calls ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...

Elevance Health

Cust Care Rep I-Bilingual (US)

San Juan, PR · Hybrid

$15.75 - $21.25/hr

Associates in this role are expected to have strong oral, written and interpersonal communication ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...

Elevance Health

Cust Care Rep I-Bilingual (US)

San Juan, PR

$15.75 - $21.25/hr

Associates in this role are expected to have the ability to multi-task, including handling calls ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...

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

San Juan, PR · On-site

$9 - $12.25/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

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 ...

PVH

Temporary Sales Associate - Part-Time

Canovanas, PR

$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 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 ...

Best Buy

Retail Sales Associate

San Juan, PR

$9.75 - $11.25/hr

Financial savings and retirement resources * Support for your physical and mental well-being Best ... Retail Sales Representative, Location: San Juan, PR - 00918

New

CVS Health

Store Associate

Cayey, PR · On-site

$15 - $22/hr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Canovanas, PR

Associate Financial Representative information

See Canovanas, PR salary details

$9

$22

$56

How much do associate financial representative jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for associate financial representative in Canovanas, PR is $22.41, according to ZipRecruiter salary data. Most workers in this role earn between $16.39 and $21.92 per hour, depending on experience, location, and employer.

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.
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Canovanas, PR as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $46,613 per year, or $22.4 per hour.

Associate, Sales and Mortgage Expert (SAME)

Oriental Financial Services LLC

San Juan, PR • On-site

$13.75 - $18.75/hr

Full-time

Re-posted 3 days ago

Job description

The Associate, Sales and Mortgage Expert (SAME) provides a superior customer experience to new and existing clients, promote Oriental Mortgage products and will be responsible for production and quality and cross-selling of a wide variety of integrated solutions and financial services. The position works on site based in San Juan, PR (Plaza Las Americas branch).
WHO WE WANT:
  • Effective multitaskers who enjoy working in a fast-paced environment and can provide superior consulting and financial advisory to prospective clients.
  • Continuous learners excited to seek personal and professional growth in areas related to Retail Sales & Mortgage Production.
  • Collaborators who achieve great outcomes and cultivate teamwork through relationships.
  • Focused achievers or go-getters who succeed through hard work and consistent follow-through.
  • Project and process mindset with detail-oriented skills, whose clarity and concentration help them manage timelines for optimum productivity, efficiency and quality.

WHAT WILL YOU DO:
  • Use consultative selling to present integrated alternatives to clients, based on a mix of Oriental's products and services, such as certificates of deposits, checking and savings accounts, IRAs & DGI accounts, mortgage loans, consumer loans, credit cards and others.
  • Develops and manages profitable relationships with clients, creates customer rapport, profile and moves prospects down the sales funnel to convert from leads to customers.
  • Processes a variety of transactional activities to meet and exceed customer needs.
  • Strict compliance with the Bank's "Know Your Customer" and Anti Money Laundering" procedures.
  • Actively solicits business from prospect, clients, Real Estate Brokers, developers, builders and individual prospects to offer the following products: the F.H.A. Loans, Conventional Loans (Conforming, Non-Conforming/Jumbos), Second Mortgages, Mortgage-backed personal loans, Farmers' Home Loans and any other product that may be added. Informs to prospective loan clients of the financial institution's underwriting guidelines and applicable government regulations.
  • Interview prospective clients and completes each loan application and all pre-processing functions in a timely manner.
  • Continuously focused on developing new business relationships while retaining and expanding existing relationships with new financial services solutions.
  • Follows up after the initial sales encounter and existing customers to develop professional relationships; solicit new business.
  • Evaluates customer needs and refers them to the appropriate financial services representative or retail channel for investment, commercial and trust services, among others.
  • Contribute to the branch's sales and services goals' achievement by supporting teamwork initiatives.
  • Coordinate client services and liaise for all retirement plans administrative services between Trust Operations and Oriental Pension Consultants and other service providers. Participates in educational programs designed as continued education within Oriental Mortgage and Oriental Financial Group.
  • Other duties may be assigned.

WHAT YOU NEED:
  • Bachelor's degree in Business, Finance, Marketing or related fields required.
  • Two (2) years of experience in retail, sales, operations or customer service required.
  • Equivalent combination of education and experience required will be considered.
  • Superb consulting skills and working knowledge of sales process/ cycle and tactics highly preferred.
  • Customer-service oriented, results-driven, highly motivated, self-starter who possesses a strong work ethic and the desire to help others plan for and protect their financial futures.
  • Strong collaboration and teamwork with excellent interpersonal and communication skills.
  • Ability to meet deadlines, attain sales quotas / targets, manage multiple priorities.
  • Skilled and able to build rapport with new and prospective customers and colleagues.
  • Fully bilingual - English and Spanish (verbal and written)
  • Computer savvy including MS Office (Word, Excel, Power Point, Outlook) required. Knowledge of web-based and other banking software and applications preferred (CRM/ Salesforce, among others).
  • Availability to work any day of the week and flexibility to work overtime and/or irregular schedules based on branch hours of operations is required.

WHAT WE OFFER:
  • Extensive and ongoing learning and development through training, coaching and mentoring.
  • A strengths-based, engagement-focused and performance-oriented culture.
  • Collaborative work environment and career advancement opportunities.
  • Work that aligns our mission with your purpose and skills.
  • An opportunity to make an impact in both our clients financial wellness and directly contribute to Oriental's vision.
  • Competitive base pay and incentives (variable pay) based on attainment of established goals and targets (includes mortgage & all bank products).

WORK AUTHORIZATION & ELEGIBILITY:
  • Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
  • Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)
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