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Associate Financial Planner Jobs in Bayamon, PR (NOW HIRING)

PetSmart

Retail Store Manager (PR)

Caguas, PR · On-site

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager (PR)

Carolina, PR · On-site

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager (PR)

Bayamon, PR · On-site

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager (PR)

Guaynabo, PR · On-site

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager (PR)

Bayamon, PR · On-site

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager (PR)

Guaynabo, PR · On-site

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager (PR)

Carolina, PR · On-site

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager (PR)

Carolina, PR · On-site

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager (PR)

Caguas, PR · On-site

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager (PR)

San Juan, PR · On-site

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager (PR)

Bayamon, PR · On-site

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

Schulte Companies

General Manager

San Juan, PR · On-site

Free Telemedicine and Virtual Mental Health care access for All Associates starting day one ... Managing budgets and financial plans and controlling expenditure * Maintaining statistical and ...

Schulte

General Manager

San Juan, PR · On-site

Free Telemedicine and Virtual Mental Health care access for All Associates starting day one ... Managing budgets and financial plans and controlling expenditure * Maintaining statistical and ...

Socket.dev

General Manager

San Juan, PR · On-site

Free Telemedicine and Virtual Mental Health care access for All Associates starting day one ... Managing budgets and financial plans and controlling expenditure * Maintaining statistical and ...

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Showing results 21-40

All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Bayamon, PR

Associate Financial Planner information

See Bayamon, PR salary details

$41K

$75.6K

$101.3K

How much do associate financial planner jobs pay per year?

As of Sep 9, 2026, the average yearly pay for associate financial planner in Bayamon, PR is $75,578.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,600.00 and $90,100.00 per year, depending on experience, location, and employer.

What is an associate financial planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

What does an associate financial planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

How does an associate financial planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.

What are the key skills and qualifications needed to thrive as an associate financial planner, and why are they important?

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What is the difference between Associate Financial Planner vs Financial Advisor?

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

More about Associate Financial Planner jobs

What cities near Bayamon, PR are hiring for Associate Financial Planner jobs?

Cities near Bayamon, PR with the most Associate Financial Planner job openings:

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Bayamon, PR as of September 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $75,578 per year, or $36.3 per hour.

Retail Store Manager (PR)

Caguas, PR • On-site

PetSmart
Retail • 10K+ employees
Learn more about PetSmartexternal

Full-time

Medical, Retirement, PTO

Re-posted 5 days ago

Key responsibilities

  • Oversee store operations, including safety, pet parent experience, and financial outcomes.

  • Lead and manage store associates through recruiting, coaching, scheduling, and development activities.

  • Ensure a positive store environment by maintaining standards, responding to pet parent concerns, and driving continuous improvement.

PetSmart rating

6.1

Company rating: 6.1 out of 10

Based on 1,121 frontline employees who took The Breakroom Quiz

22nd of 39 rated national retailers

Job description

Job Description
PetSmart does Anything for Pets - JOIN OUR TEAM!
Retail Store Manager
About Life at PetSmart
Our associates are the heart of Team PetSmart. Together, we're building the best team in retail through our values-based culture, connection, and teamwork. Our goal is to create a culture where associates learn and grow together, thrive as effective teams, and challenge each other to be the best they can be.
Benefits that benefit you
  • Paid bi-weekly
  • Health & Wellness Benefits
  • 401k Plan with company match
  • Flexible schedule (days, nights, weekends)
  • Paid time off
  • Tuition assistance
  • Associate discounts
  • Career pathing
  • Development opportunities

Job Summary
PetSmart's Store Leader has leadership oversight of the safety of people and pets, pet parent experience, operational execution, financial outcomes, and all human resource functions within all areas of the store. This role is expected to provide exemplary leadership for the store by driving the company culture and strategies, achieving targeted results, championing exceptional pet parent service and efficient execution of the store's daily business while upholding the company's vision, mission, values, and strategy within the store.
Essential responsibilities
Job responsibilities include, but are not limited to, the following and may vary depending on store characteristics and needs:
People Leadership:
  • Responsible for employment decisions such as recruiting, interviewing, hiring, coaching, and terminating.
  • Builds an open-door culture in the store by engaging and listening to associates. Responsible for leveraging the Voice of Associate tool to listen to and respond to associate feedback.
  • Accountable for accurate and appropriate staffing and scheduling.
  • Facilitates the associate experience and supports associate development. This includes but is not limited to associate reviews, recognition, team activities, labor management, training, onboarding, mentoring and succession planning.
  • Delegates effectively and empowers others to succeed; challenges others to reach their full potential and encourages them to retain ownership for their results.
  • Cascades information to associates and adjusts team priorities to meet goals and commitments.
  • Ensures continued alignment and responds effectively to a changing environment.
  • Address and administer associate complaints and grievances.
  • Recognizes and celebrates associates driving overall associate engagement.
  • Accountable to ensuring all associate reviews are delivered on time.

Overall Store Experience:
  • Leads the associate and pet parent experience at all levels and ensures pets in our care are safe and healthy.
  • Accountable for the pet parent experience and outcomes conducted over the telephone, in person or online, and responding to general and escalated pet parent concerns.
  • Builds a store environment that is focused on consistently delivering an exceptional, positive in-store pet parent and associate experience.
  • Evaluates operations and seeks opportunities to continuously improve processes and services.
  • Collaborates and partners with the Store Leadership team to ensure efficient and effective outcomes of in-store and community events including partnering with local adoption groups.
  • Maintains store standards and leads a culture of empowerment by ensuring compliance with our policies and procedures (P&Ps) and code of ethics for themselves and their team.
  • Responsible for conducting monthly Core and Services Walks to validate proper execution of policies and procedures.
  • Prioritizes and ensures a safe environment for our associates, pets, and pet parents.
  • Ensures compliance with all inventory management tools to guarantee appropriate levels of in-stock are available to all pet parents.
  • Communicates business and financial objectives to other leaders within the store.
  • Responsible for reviewing in-store cameras to assess safety practices, associate behaviors and assess risk. Follow up with associates and leaders with coaching and accountability as appropriate.
  • Responsible for taking immediate action and reports when a sick/injured pet is identified in the store; transport to the vet as needed.
  • Shared responsibility with store opening and closing procedures to ensure we uphold our brand promise.

Business Management:
  • Deliver corporate strategy and profitability goals by executing the direction set leadership.
  • Responsible for analyzing, root cause and responding to a variety of reporting in all areas of the store. Communicates business results to leaders and associates; creating improvement plans where needed
  • Identifies and drives opportunities to grow the business, recognizes business successes and holds associates accountable in achieving store P&L expectations such as sales and shrink targets.
  • Manages expenses such as labor and supplies and any other relevant store metrics.
  • Leverages home office partners and resources to submit and follow up on store related work orders and purchase card allocation.
  • Accountable for staffing the entire store and creating, maintaining, and posting schedules in scheduling software, including managing applicable system settings.
  • Accountable for processing payroll weekly and managing labor within a budget.
  • Executes daily, weekly, and monthly reporting and paperwork as required by the Company.
  • Accountable to run store related errands to support store needs.

Qualifications
  • 4-6 years of retail leadership or experience in a customer-focused environment.
  • Full time availability required, flexibility in schedule, able to work evenings, weekends, and holidays as needed
  • Proficiency in computer applications.
  • Strong written and verbal communication skills.
  • Ability to react under pressure and maintain composure.
  • Strong organizational skills and attention to detail.

Supervisory responsibility
  • Typically oversees the Experience Leader and Process Leader, up to six lead associates and ten to seventy non-leader associates. Carries out supervisory responsibilities in accordance with PetSmart's policies and procedures.

Essential physical demands and work environment
  • Associate required to stand, walk, climb a ladder, and use hands to handle, feel, hold, write, etc. The associate frequently is required to reach with hands and arms: stoop, kneel, crouch, talk and hear. Specific vision abilities required by this job include depth perception. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Associate must frequently lift and/or move up to 50 pounds and occasionally team lift and/or move more than 100 pounds. Specific vision abilities required by this job include depth perception.
  • While performing the duties of this job, the associate is occasionally exposed to moving mechanical parts, as well as a wet environment with an abundance of pet hair. The noise level is moderate in the work environment; however, associates may be exposed to high levels of noise at times. Exposure to live animals and their handling is common.

Do what you love
Join us for a chance to make a meaningful impact every day. Whether it's helping a customer choose their first fish, celebrating a pet's birthday, or seeing the smile on a pet parent's face after a fresh groom-you'll create moments that matter. At PetSmart, we cherish diversity and the unique perspectives of our 50,000 associates, all united by a passion for pets.
We're delighted you're interested in joining our pack and helping us in our commitment to doing Anything for Pets, and the people who love them. We're excited to hear your story and learn more about you! Apply Now!
PetSmart is an Equal Opportunity Employer
PetSmart provides an equal opportunity for all associates and job applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other legally protected characteristics. We offer reasonable accommodations to applicants with disabilities throughout our application process, upon request and as required by law.
This listing is not an indication that the position is currently open or available. We are continually looking to build a strong network of talented candidates to join our organization and are always accepting applications. Feel free to contact your local PetSmart store to check on which roles they are actively hiring for.
This job summary is intended to describe the general nature and level of work associates/leaders assigned to this job perform. It is not intended to include all duties and responsibilities. You will be provided with a copy of a job description for the actual position you are hired into. Exact rate of pay will be based on relevant experience level, training, skills or knowledge and store location. In no instance will PetSmart pay less than the local minimum wage. This position is also eligible for a quarterly incentive based on eligible earnings and store performance, as well as benefits, as described at https://benefits.petsmart.com/pr/
Applicants must be over the age of 18 (except in Montana or where otherwise required by local or state law)
For applicants in our Waterloo, San Francisco, or Los Angeles locations: Pursuant to the Waterloo and San Francisco Fair Chance Ordinance, as well as the Los Angeles Fair Chance Initiative for Hiring, we will consider for employment, qualified applicants with arrest and conviction records in a manner consistent with the law
Requirements

What PetSmart employees say

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About PetSmart

Sourced by ZipRecruiter

At PetSmart, Anything for Pets begins with our people. Every associate plays a vital role in creating meaningful experiences for pets and their families, and we empower our teams with the tools, resources, and opportunities to grow and succeed. With 50,000+ associates nationwide, we foster a culture grounded in integrity, teamwork, and inclusion - where your voice is heard, your efforts are valued and your career can thrive. Together, we make a difference for pets, their people and each other.

Industry

Retail and legal services

Company size

10,000+ Employees

Headquarters location

Phoenix, AZ, US

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