Financial Planner Associate

Popular; San Juan (PR); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Popular in San Juan, PR is seeking a Wealth Management professional to analyze financial data, manage tax and investment projections, and prepare client-ready recommendations. You will support the Financial Planner, may attend client meetings, and collaborate on strategic projects within Wealth Management.

The role requires a finance/economics/accounting degree and 2+ years of related experience, preferably in taxes or insurance, plus strong English/Spanish communication and MS Office skills.

Qualifications

• Bachelor's degree in finance, economics, financial planning or accounting.
• At least two years of related experience, preferably in taxes or insurance.
• Excellent English and Spanish communication skills.

Responsibilities

• Analyze financial statements or data and income tax for individuals or legal entities.
• Conduct investment portfolio analysis and manage projections for insurance, retirement, and investments.
• Prepare letters or reports with recommendations based on analysis.
• Support the Financial Planner and obtain additional client information.
• May attend client meetings.
• Maintain excellent communications with team members.
• Support Wealth Management in strategic projects as needed.

Skills

Financial analysis

Tax knowledge

Client service

MS Office

Bilingual English/Spanish

Presentation skills

Organization

Teamwork

Education

Bachelor's degree in finance, economics, financial planning or accounting

Tools

MS Office Suite

Job description

Location: San Juan, PR

Company: Popular

Workplace Type: Hybrid

General Description

• 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.

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 to 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.

Values

• 1. Passion for People
• 2. Own Every Moment
• 3. Succeed Together
• 4. Build the Future

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.

Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.

ABOUT US

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

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.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, 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.

If you have a disability or need more information about requesting an accommodation, please contact us at [e-mail] . 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.

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