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Financial Planner Associate

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Financial Planner Associate
Empresa:

(Confidencial)


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Financial Planner Associate

Publicidad
Publicidad

Detalles de la oferta

JOIN OUR TEAM A leading financial institution setting the pace through its commitment to corporate values and a superior client satisfaction, seeks a qualified candidate to join its POPULAR team of successful professionals in Puerto Rico for the following position:

Full Time Opportunity 13;
General Description 13;

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

Essential Duties and Responsibilities 13;

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 13;

Bachelors Degree
Masters Degree in Finance or Accounting

Experience 13;

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

Certifications 13;

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.

Additional Information 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;

Accountability
Analytical Discipline
Collaboration and Teamwork
Change Agent
Customer Centric
Self Development
Business Excellence
Character
Important: The candidate must provide evidence of academic preparation or courses related to the published job.

As Puerto Rico's leading financial institution, we reaffirm our commitment to offer essential financial services and solutions for our customers at all times, 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.

Popular Inc., is an Equal Opportunity Employer

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

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