Top 16 Investment banking Jobs in Ponce, Pr

Wealth Management Associate
Equitable Advisors —Ponce, PR
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Manager, Financial Operations & Transformation (Puerto Rico)
Collins Aerospace —Santa Isabel Municipio, PR
- Full-time
- Hybrid work
- 5 years
- English
- Office
- Health insurance
- Tuition reimbursement
2d
Sr Enterprise Risk & Capital Strategy Analyst
Horace Mann —United States
- $105,200 - $147,950 a year
- Remote
- Microsoft Excel
- 5 years
- Finance
Quick Apply
AI Venture Capital Investor
Alfa AI —United States
- $100,000 - $1,000,000 a year
- Full-time
- Remote
- Research
- Senior level
6d
Head of Social Media - Venture Capital
Alfa AI —United States
- $200,000 - $250,000 a year
- Full-time
- Remote
- Senior level
6d

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Manager, Financial Operations & Transformation (Puerto Rico)
Collins Aerospace —Santa Isabel Municipio, PR
A University Degree in Finance, Accounting or related field and minimum 8 years prior relevant experience, or an Advanced Degree in a related field and minimum…
2d
Middleware Integration API-SOA Developer (Puerto Rico)
Collins Aerospace —Santa Isabel Municipio, PR
Strong verbal and written communication skills with ability to effectively interface with technical and nontechnical staff at all organizational levels, strong…
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Minimum 2 years of experience in financial planning, wealth management, investment research, trading, or a related field.
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Wealth Management Associate

Equitable Advisors -
Ponce, PR

Apply Now

Job Details

Benefits

Employee stock purchase plan
Disability insurance
Dental insurance
401(k)
Vision insurance
Life insurance

Qualifications

Series 66
Series 7
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Wealth Management Associate - PR, Ponce (5117)

(240000CA)

Primary Location : UNITED STATES-PR-Ponce

Organization : Equitable Advisors

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Location: In-office presence required
Work-Life Balance: Flexible schedule to maximize productivity and personal time

Skills & Experience

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States

Training & Development

FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

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investment banking jobs in ponce, pr

Wealth Management Associate

Manager, Financial Operations & Transformation (Puerto Rico)

Sr Enterprise Risk & Capital Strategy Analyst

AI Venture Capital Investor

Head of Social Media - Venture Capital

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