Financial Planner

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

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401(k) match

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Market context

U.S. role benchmark (BLS OEWS)

$61,842 U.S. median for this role

Projected growth (BLS Employment Projections)

+1.9% - Slower

Matched to SOC 11-1021 - Operations aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Schedule

Shift type

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Financial Planner Popular Center P01 | Posting Country Puerto Rico General Description Analyze the financial situation of a client, through a holistic approach, to identify risks and opportunities and develop the financial strategies needed to help clients to achieve their needs and goals. Essential Duties and Responsibilities • Meeting with clients and use the financial planning methodology to advise and assist them on how to achieve their financial objectives, considering their life cycle stage, actual financial situation, and needs. Increase customer relationships, services, products, and profitability. • Offer advice in an integrated manner, through the collaboration of work teams composed of employees from different specialties or lines of business of the Bank and other Popular companies. • Develop and maintain relationships of trust and loyalty Education Bachelor's in business administration with concentration in: Accounting, Economics, Finance, Financial Planning. Risk Management or Law. Experience Minimum of two (2) years of experience with financial products and services, insurance business, business development, taxes, laws, regulations and state and/or federal regulations that govern the financial industry. Certifications/Licenses Preferably CFP, MBA, CPA, JD and/or other financial planning, investment or insurance related designations and licenses. Other Qualifications • Client relationship and service skills • Sales skills • Teamwork skills, interpersonal relationships, and negotiation. • Analytical reasoning • Excellent oral pr

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