Wealth Management Specialist

hace 5 días


San Juan, San Juan, Puerto Rico Buscojobs Puerto Rico A tiempo completo
Job Description

We are seeking an experienced Financial Strategist to join our team at Buscojobs Puerto Rico. As a key member of our team, you will be responsible for analyzing clients' financial situations, identifying risks and opportunities, and developing tailored strategies to help clients achieve their long-term objectives.

Main Responsibilities:

  • Meet with clients to discuss their financial goals, assess their current financial situation, and develop personalized plans to assist them in achieving success.
  • Collaborate with cross-functional teams to offer integrated advice and support, ensuring a seamless client experience.
  • Maintain strong relationships of trust and loyalty with clients, built on expertise, empathy, and effective communication.

Requirements:

  • Bachelor's degree in Business Administration (Accounting, Economics, Finance, Financial Planning, Risk Management, or Law) or equivalent experience.
  • Minimum 2 years of experience in financial products and services, business development, taxes, laws, regulations, and insurance business, with a proven track record of delivering results.
  • Preferably certified as CFP, MBA, CPA, or JD, demonstrating expertise and commitment to the field.

Benefits:

At Buscojobs Puerto Rico, we offer a comprehensive benefits package, including competitive compensation, extensive training and development opportunities, and a dynamic work environment that fosters growth and innovation. Our goal is to provide our employees with the tools and resources they need to succeed in their roles and advance in their careers.



  • San Juan, San Juan, Puerto Rico Perini Management Services, Inc. (Pmsi) A tiempo completo

    Delivering High-Profile ProjectsAs a Construction Management Specialist at Perini Management Services, Inc., you will have the opportunity to work on large-scale projects that impact national and global communities. Our team provides diversified services to federal clients worldwide.\Key Responsibilities• Collaborate with architects and engineers to...


  • San Juan, San Juan, Puerto Rico Qrc Group Llc A tiempo completo

    Project Management ProfessionalWe are seeking a highly skilled Project Management Professional to lead projects focused on the implementation of digital and AI solutions that drive process performance and enhance operational excellence.The successful candidate will have experience in regulated industries, with a strong understanding of data integrity...


  • San Juan, San Juan, Puerto Rico Qrc Group Llc A tiempo completo

    Job Summary:The Compliance and Risk Management Specialist will be responsible for leading initiatives related to data integrity compliance and ensuring alignment with regulatory and quality standards across processes, systems, and documentation.Key Responsibilities:Collaborate with cross-functional teams to address compliance gaps and ensure alignment with...


  • San Juan, San Juan, Puerto Rico Qrc Group Llc A tiempo completo

    Quality Assurance Project LeaderWe are seeking a seasoned Quality Assurance Professional to lead our team in the regulated industry.Key Responsibilities:Lead projects related to laboratory testing, method validation, and equipment qualification.Enhance laboratory efficiency by implementing new analytical technologies.Maintain strict adherence to regulatory...


  • San Juan, San Juan, Puerto Rico Drogueria Betances A tiempo completo

    Job OverviewDroguería Betances is seeking a highly skilled financial specialist to oversee financial processes, ensuring accuracy and efficiency. The ideal candidate will possess exceptional analytical skills, excellent communication abilities, and the capacity to work effectively under pressure.The successful applicant will be responsible for managing...


  • San Juan, San Juan, Puerto Rico Manpower Inc. A tiempo completo

    Job Description:The Sales Order Coordinator will provide sales order and inventory management support to our clients, ensuring timely and accurate fulfillment of their needs. This role requires strong organizational and communication skills, as well as the ability to work collaboratively with cross-functional teams.Responsibilities:Coordinate sales orders...


  • San Juan, San Juan, Puerto Rico Fulcro Talent Acquisition A tiempo completo

    About People TalentWe specialize in connecting highly skilled professionals with top organizations, fostering growth and success for both parties. Whether you are a company seeking C-level candidates or a professional looking to take the next step in your career, People Talent is your trusted partner in your professional search process.Job DescriptionThe...


  • San Juan, San Juan, Puerto Rico Buscojobs Puerto Rico A tiempo completo

    About the PositionWe are seeking an experienced professional to join our team as a Senior Compliance Officer. The successful candidate will be responsible for overseeing and managing Popular, Inc.'s issues management processes across the Corporation.The ideal candidate will have a strong background in compliance risk management and experience in monitoring...


  • San Juan, San Juan, Puerto Rico Busy Season Staffing Solutions A tiempo completo

    Job SummaryWe are seeking a highly skilled internal auditor to evaluate the effectiveness of our internal controls and risk management strategies. This position will play a key role in ensuring the accuracy and reliability of our financial reporting.


  • San Juan, San Juan, Puerto Rico Enk A tiempo completo

    Job DescriptionWe are seeking a highly skilled professional to manage contract and subcontract processes for construction projects.Main Responsibilities:Verify the accuracy of sub-contracts and ensure compliance with established guidelines.Coordinate with site personnel to process progress payments for subcontracts.Prepare comprehensive reports on project...


  • San Juan, San Juan, Puerto Rico El Comeback A tiempo completo

    About the RoleWe are looking for a Senior Risk Analysis Specialist to enhance our team at El Comeback, a prominent player in the financial industry.The successful candidate will be accountable for evaluating commercial credit requests, renewals, and modifications, ensuring adherence to credit policies and prudent risk management practices.Key...


  • San Juan, San Juan, Puerto Rico Buscojobs Puerto Rico A tiempo completo

    About the JobWe are seeking a highly skilled Audit Technology Specialist to join our team. In this role, you will analyze data gathered to evaluate the design effectiveness of controls established by Management and develop programs to test operating effectiveness as applicable.With your comprehensive understanding of internal control environments within the...


  • San Juan, San Juan, Puerto Rico Protalents A tiempo completo

    We are seeking an Administrative Support Specialist to join our team at Protalents. As a detail-oriented individual with administrative experience, preferably in a law firm or accounting firm, you will assist management and partners by drafting proposals and supporting audit staff with document preparation.Key Responsibilities:Drafting proposals and...


  • San Juan, San Juan, Puerto Rico Busy Season Staffing Solutions A tiempo completo

    Job DescriptionKey ObjectivesThe Asset Accounting Specialist will play a crucial role in the successful management of Busy Season Staffing Solutions' fixed assets. Key objectives include:Main ResponsibilitiesAsset Data Analysis: Analyze and interpret data related to fixed assets, ensuring accurate and timely reporting.Process Enhancement: Develop and...


  • San Juan, San Juan, Puerto Rico Buscojobs Puerto Rico A tiempo completo

    We are seeking an experienced professional to join our team as a Project Transformation Specialist.Your primary responsibility will be to lead change adoption strategies for new or improved solutions and processes that impact employees or customers.To achieve this goal, you will assess change impact, engage with stakeholders, and develop a comprehensive...


  • San Juan, San Juan, Puerto Rico Dcmc Partners A tiempo completo

    Job Description:DCMC Partners is seeking an experienced Scheduling and Coordination Specialist to join our team. As a key member of our program management team, you will be responsible for managing the scheduling and coordination of program activities across projects.Your primary focus will be on ensuring that project timelines, milestones, and deliverables...


  • San Juan, San Juan, Puerto Rico Buscojobs Puerto Rico A tiempo completo

    About the RoleWe are seeking a highly skilled Compliance Analyst to join our team at Popular, Puerto Rico's leading financial institution. As a Compliance Analyst, you will play a critical role in ensuring that our organization remains compliant with all relevant regulations and laws.The ideal candidate will have a strong background in Bank Secrecy Act (BSA)...


  • San Juan, San Juan, Puerto Rico Buscojobs Puerto Rico A tiempo completo

    Job DescriptionAt Buscojobs Puerto Rico, we are looking for a talented Corporate Accounting Specialist to join our team. In this role, you will be responsible for analyzing financial data, preparing financial reports, and ensuring compliance with accounting standards.ResponsibilitiesAnalyze financial data and prepare financial reports, including statements...


  • San Juan, San Juan, Puerto Rico Dcmc Partners A tiempo completo

    Electrical Design SME Job OpportunityJob OverviewWe are looking for an experienced electrical design specialist to join our project management team at DCMC Partners.The successful candidate will be responsible for overseeing the electrical design aspects of multiple projects, ensuring that all designs meet project specifications and regulatory...


  • San Juan, San Juan, Puerto Rico Perini Management Services, Inc. (Pmsi) A tiempo completo

    ResponsibilitiesKey responsibilities include:Developing and maintaining project schedules, including monthly updates, and progress tracking.Managing change orders and scope changes between the client, subcontractors, and designers.Securing vendors and subcontractors.Day-to-Day Operations: Support and oversee day-to-day construction activities to ensure...