Financial Planner Associate

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 in Finance, Economics, Financial Planning or Accounting.

Experience

At least two (2) 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

Values