Financial Planner

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

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

Mental health support

Not verified

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

Not verified

Verification

Not verified checked Jun 7, 2026

Salary

Not verified

401(k) match

Reported from DOL Form 5500 industry filing (not employer-specific)

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Market context

U.S. role benchmark (BLS OEWS)

$106,409 U.S. median for this role

Projected growth (BLS Employment Projections)

+7.7% - Faster than average

Matched to SOC 13-2011 - Finance aggregate by role bucket.

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

Role

Role function

Finance From the posting source checked Jun 20, 2026

Seniority

Mid From the posting source checked Jun 20, 2026

Schedule

Shift type

Not verified

Weekend work

Not verified

Company

Company stage

Public-company From the posting source checked Jun 20, 2026

Equity

Offered Verified - SEC 10-K source checked Jun 20, 2026

Application

Cover letter

Not verified

Assessment

Not verified

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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