ZipRecruiter

Log In

1

Wealth Management Associate Jobs in Puerto Rico (NOW HIRING)

Service Corporation International

BETTER WEALTH: We are committed to providing the means and resources for our associates to manage their current and future financial needs. We offer a 401(k) plan with a competitive company match ...

Service Corporation International

BETTER WEALTH: We are committed to providing the means and resources for our associates to manage their current and future financial needs. We offer a 401(k) plan with a competitive company match ...

BoehringerPRD

The Associate Director, Human Resources Business Partner - PR will influence and lead human capital ... Wealth Creating/Critical positions and ensures diverse representation in candidate pools. * Manages ...

Tapestry, Inc.

Temporary Associate

Barceloneta, PR · On-site

$12.25 - $17/hr

Our Competencies for All People Managers Strategic Agility : Sees ahead clearly; can anticipate future consequences and trends accurately; has broad knowledge and perspective; is future oriented; can ...

Tapestry, Inc.

Temporary Associate

Barceloneta, PR · On-site

$12.25 - $17/hr

Our Competencies for All People Managers Strategic Agility : Sees ahead clearly; can anticipate future consequences and trends accurately; has broad knowledge and perspective; is future oriented; can ...

Walgreens

Customer Service Associate

Humacao, PR · On-site

$15 - $17.50/hr

Checks in and prices merchandise as required or as directed by store manager or communicated by the shift leader. * Implements Company asset protection procedures to identify and minimize profit loss.

Walgreens

Customer Service Associate

Dorado, PR · On-site

$15 - $17.50/hr

Checks in and prices merchandise as required or as directed by store manager or communicated by the shift leader. * Implements Company asset protection procedures to identify and minimize profit loss.

Walgreens

Customer Service Associate - Temporary

Ponce, PR · On-site

$15 - $17.50/hr

Checks in and prices merchandise as required or as directed by store manager or communicated by the shift leader. * Implements Company asset protection procedures to identify and minimize profit loss.

next page

Showing results 1-20

All JobsWealth Management Associate JobsWealth Management Associate Jobs in Puerto Rico

Wealth Management Associate information

What are the typical career advancement opportunities for a Wealth Management Associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

What is a Wealth Management Associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

What are the key skills and qualifications needed to thrive as a Wealth Management Associate, and why are they important?

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.
What are the most commonly searched types of Wealth Management jobs in Puerto Rico? The most popular types of Wealth Management jobs in Puerto Rico are:
What job categories do people searching Wealth Management Associate jobs in Puerto Rico look for? The top searched job categories for Wealth Management Associate jobs in Puerto Rico are:
Wealth Management Associate jobs near you
Cemetery Services Specialist - Union

Cemetery Services Specialist - Union

Service Corporation International

Bayamon, PR • On-site

$16.25 - $21.25/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 3 days ago

Service Corporation International rating

6.8

Company rating: 6.8 out of 10

Based on 90 frontline employees who took The Breakroom Quiz

3rd of 8 rated funeral services

Job description

Our associates celebrate lives. We celebrate our associates.

Participates in openings and closings for interments, entombments, inurnments, and disinterment as well as the installation of memorials and markers. Performs grounds and facilities maintenance.

JOB RESPONSIBILITIES 

  • Performs openings & closings for burials, entombments, and inurnments
  • Sets, installs, and assembles foundations, memorials, and markers
  • Installs outer burial containers
  • Handles and completes work orders from client families as it pertains to individual grave and marker maintenance
  • Responds to and completes requests for service/work orders
  • Conducts Interment Verification Procedures
  • Conducts 25 25-foot radius preparation for burials and ensures the area is clean and neat
  • Fills grave, tamps, seeds, or sods
  • Adheres to all Company safety rules and Universal Precautions 
  • Maintains and protects Company assets by performing regular preventive maintenance on machines, equipment, and facilities
  • Maintains a clean and orderly work area
  • Completes Dignity University courses and other training as assigned
  • Adheres to all standards of the Dignity Memorial Promise
  • Performs all other duties as assigned by management

MINIMUM Requirements

Education

  • High School degree or equivalent

Experience

  • Minimum of six (6) months of experience operating standard equipment

Licenses

  • Acceptable driving record and applicable license(s) to operate equipment/vehicles
     

Knowledge, Skills, and Abilities:

  • Ability to operate hand-held tools and equipment, including, but not limited to, a shovel, pick, rake, sledgehammer, lawn mower, weed trimmer, leaf blower, chainsaw saw and pump
  • Ability to operate mechanical equipment, including, but not limited to, a dump truck, tractor, utility vehicle, marker trailed, dump trailer, jackhammer, tamper, and backhoe
  • Ability to accurately use measuring devices (i.e., tape measure, yardstick, etc.)
  • Ability to communicate effectively with fellow associates, contractor personnel, and client families. Ability to lift heavy objects to 30 lbs.
  • Ability to work in various adverse weather conditions
  • Understands safety and security issues and implications
  • Mechanical aptitude
Postal Code: 00959Category (Portal Searching): Cemetery MaintenanceJob Location: US-PR - Bayamon

Company Description

Life’s not about a job, it’s about purpose.
Do you love sales? Are you passionate about serving your community? Do you want to make a difference with your work?
We’re looking for a sales professional to join our dynamic team! We put people first and value integrity and attention to detail in our work. We’ll change everything you ever thought about working in the funeral services industry. This isn’t your typical job—and we’re not your typical company!
Our Sales Professionals enjoy:
• Unlimited Income Potential - with a competitive commissioned incentive package
• Stability – a recession-resistant, human centered business
• Brand recognition – Our Dignity Memorial® is the North America’s largest provider of funeral, cremation and cemetery services.
• Company-Provided Leads - we use the world’s #1 lead-management system and other best-in-
class technology platforms
• Ongoing training
• Advancement opportunities
We think our CEO, Tom Ryan, says it best:
“At SCI, we believe we are Better Together. When each of us brings our best self to work, we can provide the Service Excellence our families deserve. This is why we provide you and your loved ones with benefits and resources to help you become your best.”
BETTER HEALTH:
Wellbeing is important to us, and to ensure our associates have access to the best care, we offer medical, prescription drug, mental health, dental and vision insurance plans for our associates to select from. Our wellness program offers benefit credits and includes a company contribution toward Health Reimbursement Accounts (HRA). Our Employee Assistance Program (EAP) offers immediate, confidential help to our associates and their dependents as well as eight free counseling sessions per incident.
BETTER WEALTH:
We are committed to providing the means and resources for our associates to manage their current and future financial needs. We offer a 401(k) plan with a competitive company match, financial education tools and flexible spending accounts for healthcare, dependent care and commuter expenses.
BETTER SELF:
We encourage associates to take time off through vacation, holiday, sick time, maternity leave and baby bonding (maternity & paternity) plans. Career development is an important focus, supported by tuition reimbursement, professional training and discounted university rates. Through the Sam Lucas Scholarship Foundation, we provide educational grants to associates, their spouses and children. What is important to our associates outside of work is important to us too. We offer additional benefits including adoption assistance and pet insurance, among many other insurance and benefit options.
BETTER COMMUNITY:
Our Associate Resource Communities (ARCs) are associate-led, self-directed groups of Company colleagues who share similar interests and backgrounds. ARCs offer opportunities to connect with colleagues, promote diversity, share ideas, enhance our business and help improve the communities in which we live and work. As part of our mission to promote excellence in funeral service, our mortuary science scholarship program awards over $96,000 annually to 25 deserving students. (Associates are eligible to participate.) In exchange for a contribution to a charity of their choice, our associates can earn an additional day off per year.
Compensation: $40,000 to $100,000 targeted compensation (with higher earnings potential based on exceptional performance)
Note: Eligibility requirements apply.
SCI is committed to an inclusive, barrier-free recruitment and selection process. On request, we will seek to provide appropriate accessibility options to all applicants with disabilities.
For any difficulties with the application process, please reach out to SCI.jobs@sci-us.com.

What Service Corporation International employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom