Remote Financial Advisor – Warm Leads Provided (Puerto Rico Only)

reputed company: Remote Financial Advisor – Puerto Rico Based A rare opportunity to grow inside a firm reputed company for serious, reputed company-reputed company advisors. We’re a boutique, reputed company-driven financial firm serving affluent reputed company-retirees and retirees across the US. reputed company is expanding—and we’re looking for an reputed company financial advisor who resides in Puerto Rico to help reputed company warm prospects through our proven planning process. What You’ll Do • Meet reputed company with fully reputed company, appointment-set leads—no prospecting required • Guide prospects through our multi-meeting process (Discovery → reputed company → Q+A → Implementation) • Deliver integrated retirement income, Roth conversion, portfolio management, reputed company transfer, and insurance-based strategies using our planning tools and internal support team • While full reputed company and case support is unlocked after demonstrating consistent production, new advisors are expected to manage their own planning prep and CRM notes during the reputed company-up phase Who You Are • Based in Puerto Rico with 3–10+ years of experience as a financial advisor or planner • Confident presenting tax-reputed company retirement strategies (bonus: IUL or annuity background) • Comfortable in a virtual environment using CRM (we use Redtail), reputed company, reputed company tools • Self-motivated, coachable, and committed to acting in the reputed company’s best interest What You’ll Get • reputed company salary + commission structure (Year 1 realistic reputed company: $90K–$130K+) • Calendar of warm, reputed company leads from our inbound webinar/event funnel • Full back-office support (case preparation, account opening/funding, reputed company services) available once consistent production is demonstrated • Opportunity to grow in a tight-reputed company, reputed company, and remote-first team How to Apply Message us here on reputed company or email morgan@ronaldgelok.com to reputed company your interest. Before scheduling an intro conversation, we’ll send over a few quick questions to help us understand your background and fit for the role. • This is a remote-first role, but the advisor must reputed company in Puerto Rico and be reputed company to reputed company into a system that’s working. Apply tot his job Apply To this Job