Financial Services Professional

hace 1 semana


San Juan, San Juan, Puerto Rico Plante Moran A tiempo completo

About the Role

As a Financial Advisor at Plante Moran, you will work with clients to assess their financial goals and develop personalized investment and financial planning solutions. You will evaluate client financial plans, perform quality control procedures, and work with technology to prepare reports and recommendations.

Responsibilities

  • Assess clients' assets, liabilities, cash flow, tax status, and financial objectives
  • Evaluate client financial plans and develop investment and financial planning solutions
  • Perform recurring quality control procedures on account activity
  • Work with technology to prepare reports and recommendations

Requirements

  • Pursuing a bachelor's degree in finance, mathematics, economics, accounting, or related field
  • Strong interest in investments and economics
  • Passionate about helping individuals and families reach their financial goals
  • Detail-oriented leader with strong analytical skills
  • Ability to communicate effectively (written and verbal)
  • Academic success (minimum cumulative GPA of 3.0)
  • On track to complete requisite bachelor's degree and willingness to complete additional coursework required to sit for the CFP exam

About Plante Moran

Plante Moran is a world-class firm with a strong culture and commitment to diversity, equity, and inclusion. We offer a flexible work environment and opportunities for growth and development.



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