Financial Planner
Popular · San Juan
Job description
About the role
Popular is seeking an on‑site Financial Planner to work directly with clients in San Juan. You will use a holistic financial planning methodology to identify risks, uncover opportunities, and design strategies that help clients achieve their personal and financial goals.
Key responsibilities
- Meet with clients to assess their financial situation, life‑cycle stage, and objectives.
- Develop tailored financial plans that incorporate investments, insurance, taxes, trusts, retirement, and succession strategies.
- Collaborate with multidisciplinary teams across the bank and other Popular companies to deliver integrated advice.
- Strengthen client relationships, promote relevant products and services, and contribute to profitability.
- Maintain up‑to‑date knowledge of banking products, regulatory requirements, and industry best practices.
Required profile
- Bachelor’s degree in Business Administration, Accounting, Economics, Finance, Risk Management, or Law.
- Minimum two years of experience with financial products, insurance, business development, or related regulatory environments.
- Preferred certifications such as CFP, MBA, CPA, JD, or other relevant designations.
- Strong client‑service orientation, analytical reasoning, and ability to work under pressure with minimal supervision.
Required skills
- Proficiency with Microsoft Word
- Proficiency with Microsoft Excel
- Proficiency with Microsoft PowerPoint
- Proficiency with Microsoft Outlook
What we offer
- Competitive compensation package
- Opportunities for professional development and certification support
- Access to Popular’s hybrid work model where applicable
- Company values that emphasize passion for people, teamwork, and future‑focused growth
Questions fréquentes
Why are you reporting this job?
Apply in 30 seconds
Enter your email to apply. An account will be created automatically.
By continuing, you accept our terms of use.
Already have an account? Login
Published 1 day ago
Expires 1 month from now
13 views · 0 applications
Boost your chances
Upload your CV — we will match you with relevant openings.
Analyzing your CV...
Popular
San Juan