Financial Planner

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 work teams composed of employees from different specialties or lines of business of the Bank and other Popular companies.
• Develop and maintain relationships of trust and loyalty

Education

Bachelor’s in business administration with concentration in: Accounting, Economics, Finance, Financial Planning. Risk Management or Law.  

Experience

Minimum of two (2) years of experience with financial products and services, insurance business, business development, taxes, laws, regulations and state and/or federal regulations that govern the financial industry. 

Certifications/Licenses

Preferably CFP, MBA, CPA, JD and/or other financial planning, investment or insurance related designations and licenses.

Other Qualifications

• Client relationship and service skills
• Sales skills
• Teamwork skills, interpersonal relationships, and negotiation.
• Analytical reasoning
• Excellent oral presentation skills and effective meeting management.
• Technical knowledge of investments, trusts, testaments, insurance, contributions on income and flow, budgets, business succession, individual credit, and retirement plans.
• Knowledge of banking products and services.
• High level of organization to establish priorities, work with multiple tasks simultaneously, meet deadlines and be flexible to change.
• Task coordination and problem solving.
• Ability to work under pressure with a minimum of supervision.
• Writing skills and presentation creation.
• Availability to attend, during and outside regular working hours, activities, presentations, and other initiatives of interest to customers.
• Identify problems, analyze their causes, and solve them in a timely, accurate and efficient manner.
• Knowledge and mastery of MS Office: Word, Excel, Power Point and Outlook.
• Mastery of English. Excellent oral and written communication, both in Spanish and English

Values

• 1. Passion for People
• 2. Own Every Moment
• 3. Succeed Together
• 4. Build the Future

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.

Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.

ABOUT US

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

If you have a disability or need more information about requesting an accommodation, please contact us at Ver el correo electrónico en jobs.popular.com . This email inbox is monitored for such types of requests only . All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

Are you ready for a rewarding career?

Popular is an Equal Opportunity Employer, including Disability/Vets
Learn more about us at and keep updated with our latest job postings at .
Connect with us!
LinkedIn | Facebook | Twitter | Instagram

If you are a California resident, please click here to learn more about your privacy rights.