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Financial Planner Associate Jobs

Company

Popular Community Bank
Address , San Juan
Employment type FULL_TIME
Salary
Expires 2023-10-08
Posted at 9 months ago
Job Description
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
  • 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.
  • Support the Wealth Management unit in strategic projects as needed.
  • Maintain excellent communications with team players.
  • May attend client meetings.
  • 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.
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
  • Excellent oral and written communication, both in English and Spanish.
  • 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.
  • High level of organization to establish priorities, work with multiple tasks simultaneously, meet deadlines and be flexible to change.
  • Ability to anticipate financial needs, present alternatives to resolve the situation identified, and provide follow-up to the agreements reached.
  • Excellent customer service skills.
  • Knowledge of the laws that apply to the financial industry.
  • Skills to prepare effective presentations and present the client if necessary.
  • Analysis skills, task coordination and problem solving.
  • Understand financial statements, analyze them, and make recommendations about them.
  • Excellent interpersonal relationships and teamwork skills.
  • Ability to work under pressure with a minimum of supervision.
  • MS Office domain: Word, Excel, Power Point and Outlook.
Region Locations
San Juan, Puerto Rico
Work Schedule
8:00am - 5:00pm
Competencies
Accountability
Analytical Discipline
Business Excellence
Change Agent
Character
Collaboration & Teamwork
Customer Centric
Self Development
Additional Requirements
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 [email protected]. 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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