Financial Advisor

Servicios Financieros; Puerto Rico; Remote; USD 30,000 - 50,000; Part time

Job summary

A reputable company in Puerto Rico is seeking a part-time Financial Advisor to assist clients with their financial planning, investments, and retirement strategies. In this remote role, you will assess clients' financial situations and provide them tailored financial strategies based on market trends. Ideal candidates possess a background in finance and relevant certifications, allowing them to work independently and communicate effectively with clients.

Qualifications

• Experience in financial planning and advisory is key.
• Relevant certifications like CFP are a plus.
• Strong analytical and communication skills required.

Responsibilities

• Developing and implementing financial plans for clients.
• Advising on investments and offering guidance on retirement planning.
• Monitoring market trends for accurate advice.

Skills

Financial Planning

Financial Advisory

Finance

Investments

Retirement Planning

Analytical Skills

Problem Solving

Communication

Interpersonal Skills

Independent Work

Education

Bachelor's Degree in Finance, Economics, Business, or related field

Job description

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Company Description

Role Description

This is a part-time remote role for a Financial Advisor. The Financial Advisor will be responsible for developing and implementing financial plans for clients, advising on investments, and offering guidance on financial planning and retirement planning. The role will involve assessing clients' financial situations, preparing financial strategies, and monitoring market trends to provide accurate and up-to-date advice.

Qualifications

• Skills in Financial Planning and Financial Advisory
• Expertise in Finance and Investments
• Knowledge of Retirement Planning
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Bachelor's degree in Finance, Economics, Business, or related field
• Relevant certifications such as CFP (Certified Financial Planner) are a plus

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Finance and Sales

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