Financial Consultant

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

Not verified

Verification

Not verified checked Jun 7, 2026

Salary

Not verified

401(k) match

Reported from DOL Form 5500 industry filing (not employer-specific)

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Market context

U.S. role benchmark (BLS OEWS)

$111,944 U.S. median for this role

Projected growth (BLS Employment Projections)

+13.7% - Much faster than average

Matched to SOC 15-1252 - Data and ML aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Schedule

Shift type

Not verified

Weekend work

Not verified

Company

Equity

Offered Verified - SEC 10-K source

Application

Cover letter

Not verified

Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Financial Consultant NY - 85 BROAD STREET | Posting Country United States Popular Insurance Sales - NY Metro We are currently searching for a Financial Consultant with strong investment sales experience to join our dynamic Popular Investment team! This is a commission based position only. In this position, you will: Evaluate customers relative to financial needs, current holdings and available investment capital by listening to and uncovering their needs and educating them about the bank and investment program products and services that are most appropriate for their situation. Help the client to identify their investment objectives. Pro-actively seek information from prospects and clients to understand possible changing situations, needs and desired benefits and evaluate product or service alternatives. Establish and maintain thorough prospect file, review and access on a scheduled basis. Monitor customer's portfolio and make recommendations consistent with changes in economic and financial condition as well as the customer's needs and objectives. To be considered, you will need: HS Diploma/GED and at least four years of related experience in financial services or retail organization is required; Bachelor's degree is preferred along with relevant years of experiences. FINRA Series 7 AND 63, and NY State Life and Health Insurance licensing required. Series 65 or 66 must be obtained within 180 days of start date Knowledge of financial products and services related to investment activities. Examples include: Securities, Annuities, Life Insurance, Fun

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