Financial Planning Specialist

hace 1 día


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

About Us:

Buscojobs Puerto Rico is a leading financial institution dedicated to providing essential financial services and solutions to our customers and communities. We value diversity, innovation, and teamwork, and offer opportunities for professional growth and development.

Job Description:

We are seeking a highly skilled Financial Analyst to join our team as an Investment Portfolio Manager. As a key member of our team, you will be responsible for analyzing the financial situation of clients and developing strategic investment plans to help them achieve their long-term goals.

Main Responsibilities:

  • Analyze financial data and market trends to identify potential investment opportunities.
  • Collaborate with cross-functional teams to provide integrated advice on financial products and services.
  • Develop and maintain relationships with clients to build trust and loyalty.

Required Skills and Qualifications:

  • Bachelor's degree in Business Administration or related field (Accounting, Economics, Finance, Financial Planning, Risk Management, or Law).
  • Minimum 2 years of experience in financial products and services, insurance business, business development, taxes, laws, and regulations.
  • Preferably certified as CFP, MBA, CPA, or JD.

Desired Skills:

  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving skills.
  • Ability to work under pressure with minimal supervision.
  • Proficiency in MS Office (Word, Excel, PowerPoint, and Outlook) and English language.

Benefits:

We offer a competitive compensation package, including benefits that support your physical and mental well-being, as well as opportunities for career growth and professional development.



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