Financial Planner Associate

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Date: Jan 25, 2024

Location: San Juan, PR

Company: Popular

At Popular, we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

 

Are you ready for a rewarding career?

Over 8,000 people in Puerto Rico, United States and Virgin Islands work at Popular.

Come and join our community!

Job Type

This is a Full Time Opportunity. 

General Description

Responsible for the preparation of the financial plan, financial reports, and recommendations according to the client’s goals, objectives, and financial situation. Maintain client file and supporting documents.

Essential Duties and Responsibilities

  • Analyze financial statements or data and income tax for individuals or legal entities.
  • Conduct investment portfolio analysis and manage projections for areas like insurance, retirement, and investment analysis.
  • Prepare letters or reports with the recommendations or strategies, according to the prepared analysis’ and obtained results.
  • Provide support to obtain additional information from the client and assist the Financial Planner in the implementation of the recommendations.
  • May attend client meetings.
  • Maintain excellent communications with team players. 
  • Support the Wealth Management unit in strategic projects as needed.  

Education

Bachelor's Degree 

Master's Degree in Finance, Economics, Financial Planning or Accounting 

Experience

At least two years of related experience. Preferably in taxes or insurance business.  

Certifications / Licenses

It is highly recommended to have a designation or certification related to financial planning like Certified Financial Planner, Financial Planner Qualified Professional, Certified Public Accountant, Juris Doctor, among others. 

Other Qualifications

  • Analysis skills, task coordination and problem solving.  
  • Have or develop technical knowledge in areas such as: investments, trusts, testaments, insurance, income and flow contributions, budgets, business succession, individual credit, and retirement plans.  
  • Understand financial statements, analyze them, and make recommendations about them.  
  • Knowledge of the laws that apply to the financial industry.  
  • Excellent customer service skills.  
  • Ability to anticipate financial needs, present alternatives to resolve the situation identified, and provide follow-up to the agreements reached.  
  • Skills to prepare effective presentations and present the client if necessary.  
  • High level of organization to establish priorities, work with multiple tasks simultaneously, meet deadlines and be flexible to change.  
  • Ability to work under pressure with a minimum of supervision.  
  • Excellent interpersonal relationships and teamwork skills.  
  • Excellent oral and written communication, both in English and Spanish.  
  • MS Office domain: Word, Excel, Power Point and Outlook.  

Region Locations

San Juan, Puerto Rico

Work Schedule

8:00am - 5:00pm

Additional Requirements

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

 

If you have a disability and need assistance with the application process, please contact us asesorialaboral@popular.com. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

 

As Puerto Rico’s leading financial institution, we reaffirm our commitment to always offer essential financial services and solutions for our customers, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

 

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Popular is an Equal Opportunity Employer

Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.

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