Financial Planner

Popular
📍 San Juan, San Juan, Puerto Rico 💼 Full-time 🕒 Posted June 28, 2026
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Job Description

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 wor...
            
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                Job Details
                
                        Location
                        San Juan, San Juan
                    
                        Job Type
                        Full-time
                    
                        Category
                        Financial Specialists
                    
                        Posted Date
                        June 28, 2026
                    
                        Application Deadline
                        August 07, 2026