People Talent Acquisition
People Talent AcquisitionRío Piedras, Puerto Rico, United States
Posted September 5, 2025
Full Time
About the Company
Fulcro Insurance is a Hispanic-owned all-lines risk brokerage firm with offices in Puerto Rico, Florida, Georgia, and the Dominican Republic. Specializing in Insurance, People, and Wealth Management, Fulcro offers a range of services including Commercial Risk Practice, Construction Risk Practice, Private Client Practice, Employee Benefits Practice, Claims Practice, Loss Control, Risk Management, and Surety Bonds. Their industry-specific experts assess unique challenges to design cost-effective solutions that protect clients against the unexpected.
Job Description
This is a full-time position for a highly experienced Senior Financial Advisor in Puerto Rico, working for a leading financial analysis and insurance firm. The role focuses on leading investment management, strengthening client relationships, and driving business development within a fiduciary, ethical framework. The advisor will serve as the local face of the firm, promoting trust, compliance, and service excellence.
Requirements
- Advise clients on investment products and strategies.
- Analyze clients’ financial profiles and develop personalized investment plans.
- Ensure compliance with regulatory standards.
- Manage client relationships and collaborate with internal teams.
