This position is ideal for a professional with a bachelor's and/or master's degree in Finance and an enthusiast of the financial services and planning industry for individuals and businesses. This professional assists in financial analysis tasks, such as: insurance, stock market and investments, retirement planning, and tax planning, among others. Also assists in the management and opening of new client's accounts.

Requirements:

• Bachelor's and/or Master's in Finance The candidate must be dynamic, with a positive attitude and oriented to customer service in the management and collection of financial information.
• Preferably bilingual and demonstrate skills in the use of computer applications, such as Microsoft Office
• Future career growth potential for licensing through FINRA (Series 7, Series 66) and life/health/disability insurance.
• Potential for additional production compensation once registered through our firm.

The Fiducial Adviser™ is a financial services professional practice. Securities and advisory services offered through Cetera Advisor Networks LLC, Member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult a tax or legal advisor. Neither Cetera Advisor Networks LLC, nor any of its representatives may give personal legal or tax advice.

For more information: CPA Daniel Gonzalez-Maisonet, MBA, Owner, Investment Adviser Representative & Financial Planner, (939)716-0008 / (939) 450-5247. www.fiducialadviser.com. 420 Ave. Ponce De Leon, Suite 313, San Juan, PR 00918

Job Type: Full-time

Salary: From $30,000.00 per year

Benefits:

• Health insurance
• Professional development assistance
• Retirement plan

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Commission pay

Experience:

• Financial Concepts: 1 year (Preferred)

License/Certification:

• FINRA License (Preferred)
• Life Insurance License (Preferred)

Work Location: One location

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