Financial Planner Associate

Financial Planner Associate



San Juan



Financial Planner Associate

Detalles de la oferta

Full Time Opportunity 13;
General Description 13;

Responsible for the preparation of the financial plan and the corresponding analyzes, according to the goals and objectives of the client and their financial situation.

Essential Duties and Responsibilities 13;

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. Keep the work team informed about the opportunities identified (The team is made up of partners, both from Wealth Management, and from other lines of business of the Bank and other Popular companies). Support the Wealth Management unit in strategic projects as needed.

Education 13;

Bachelors Degree in Finance or Accounting

Experience 13;

At least two years of related experience. Preferably in taxes.

Other Qualifications 13;
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.

Competencies 13;

Analytical Discipline
Collaboration and Teamwork
Change Agent
Customer Centric
Self Development
Business Excellence
Popular Inc., is an Equal Opportunity Employer

Fuente: Tiptopjob_Xml


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