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Executive Financial Advisor Jobs in Puerto Rico (NOW HIRING)

DECA

CTO - Chief Technology Officer

San Juan, PR · On-site

$160 - $240/hr

Operating at the intersection of finance, compliance, and strategic growth, we help companies ... Report directly to the CEO and advise on investment, risk, and vendor technology decisions.

Liberty Latin America Communications, Inc.

PR · On-site

$63K - $80K/yr

Is also expected to make recommendations to the Controller, CFO and CEO for building and ... Advise staff regarding the handling of non-routine reporting transactions. * Work with direct ...

Toyota

Sr Manager, Chief Risk Officer

San Juan, PR · On-site

... Finance, and Accounting. This role ensures compliance with Risk requirements from TFSC (Global ... Lead the CEO's risk scorecard accomplishments by supporting associated initiatives. * Support ...

Socket.dev

Sr Manager, Chief Risk Officer

San Juan, PR · On-site

$180 - $260/hr

Support FP&A with the Current Expected Credit Loss ("CECL") and International Financial Reporting ... Serve as consultant and advisor to protect the business relationship. Authorize new loads and ...

Elevance Health

PR · Hybrid

Please be advised that Elevance Health only accepts resumes for compensation from agencies that ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...

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Executive Financial Advisor information

What is an executive financial advisor?

An Executive Financial Advisor is a professional who provides financial planning, investment management, and strategic advice to high-level executives and business leaders. Their role often involves helping clients maximize their wealth, manage complex compensation packages, plan for retirement, and minimize tax liabilities. They may also offer guidance on estate planning, risk management, and philanthropic strategies tailored to the unique needs of executives. Executive Financial Advisors typically have advanced knowledge of financial markets and regulations, and they work closely with their clients to achieve long-term financial goals.

What are the key skills and qualifications needed to thrive as an executive financial advisor?

To thrive as an Executive Financial Advisor, you need expertise in financial planning, investment management, and a deep understanding of tax and estate strategies, typically supported by a bachelor's degree in finance or a related field and advanced certifications like CFP or CFA. Familiarity with financial planning software, portfolio management systems, and compliance platforms is essential for effective client management. Excellent interpersonal skills, discretion, and strong analytical thinking set standout advisors apart, enabling them to build trust with high-net-worth clients. These skills and qualities are crucial for delivering comprehensive, tailored financial solutions and maintaining long-term client relationships.

What are some common challenges executive financial advisors face when managing high-net-worth client portfolios?

Executive Financial Advisors often work with clients who have complex financial needs, such as diversified investments, tax optimization, and succession planning. One common challenge is staying updated on market trends and regulatory changes to provide sound advice that aligns with clients' long-term goals. Additionally, balancing personalized service with the demands of a larger client base can require strong organizational and communication skills. Collaborating closely with tax professionals, estate planners, and investment analysts is also crucial to deliver comprehensive solutions to clients.

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

AspectExecutive Financial AdvisorFinancial Planner
CertificationsCFP, CFA, Series 7/66, and other advanced credentialsCFP, ChFC, or similar certifications
Work EnvironmentTypically works with high-net-worth clients and corporate executivesServes a broad client base, including individuals and families
Employer & Industry UsageFinancial advisory firms, private banks, or wealth management divisionsIndependent or firm-based financial planning services
Search & Comparison IntentHigh-level financial strategy, wealth management, executive planningComprehensive personal financial planning, retirement, and investment advice

Executive Financial Advisors focus on high-net-worth clients and corporate executives, providing advanced wealth management and strategic financial planning. Financial Planners serve a broader audience, offering comprehensive financial advice for various life stages. While both roles require similar certifications, Executive Financial Advisors typically work in more specialized, high-end environments.

What are the most commonly searched types of Financial Advisor jobs in Puerto Rico?

The most popular types of Financial Advisor jobs in Puerto Rico are:

What are popular job titles related to Executive Financial Advisor jobs in Puerto Rico?

For Executive Financial Advisor jobs in Puerto Rico, the most frequently searched job titles are:

What job categories do people searching Executive Financial Advisor jobs in Puerto Rico look for?

The top searched job categories for Executive Financial Advisor jobs in Puerto Rico are:

What cities in Puerto Rico are hiring for Executive Financial Advisor jobs?

Cities in Puerto Rico with the most Executive Financial Advisor job openings:

Executive Financial Advisor jobs near you

Change Management & Strategy Advisor

Oriental Financial Services LLC

San Juan, PR • On-site

Full-time

Re-posted 9 days ago

Job description

The Advisor, Change Management & Strategy leads the Change Management function within the Program Management Office (PMO), driving enterprise-wide organizational adoption, stakeholder engagement, and readiness across all transformation initiatives. Responsible for developing and executing change management strategies, communication plans, training programs, and adoption measurement frameworks to ensure successful business outcomes and value realization from enterprise programs and projects.This position is hybrid and is based in our Oriental Center facility in San Juan, PR.
MAIN DUTIES & RESPONSIBILITIES:
  • Lead enterprise change management strategy, methodology, and capability building across all PMO initiatives, ensuring alignment with organizational goals and strategic priorities.
  • Conduct stakeholder assessments and readiness evaluations to identify adoption risks and develop targeted mitigation strategies for transformation programs.
  • Design and execute comprehensive communication plans including messaging frameworks, stakeholder engagement strategies, and feedback mechanisms.
  • Develop and oversee training programs, knowledge transfer activities, and adoption support resources for business users impacted by organizational changes.
  • Establish and monitor adoption metrics and KPIs, and report value realization outcomes to executive leadership and the PMO steering committee.
  • Partner with Project Managers and Scrum Masters to integrate change management activities into project delivery timelines and agile ceremonies.
  • Ensure all team members have the tools and knowledge needed to execute their responsibilities. Maintain periodic meetings and cross-training to ensure maximum performance and business continuity.
  • Conduct change impact assessments and stakeholder analysis for enterprise initiatives, providing actionable recommendations to leadership for successful adoption.
  • Collaborate with cross-functional business units including IT, risk/compliance, retail, commercial banking, and marketing to ensure change readiness across all organizational levels.
  • Confidentiality is always required both with internal stakeholders and Bank colleagues.
  • Knowledge and experience in organizational change management methodologies and enterprise transformation as a change leader or program lead.
  • Other duties may be assigned.

MINIMUM REQUIREMENTS:
  • Bachelor's degree in Business Administration, Organizational Development, Organizational Psychology, Communications, or a related field required.
  • Five (5)+ years of experience in Organizational Change Management, Organizational Development, Communications, Project Management, or related disciplines required.
  • Financial services or banking industry experience required; experience leading enterprise-wide change management, transformation programs, or strategic initiatives preferred.
  • Minimum education and experience requirements may be substituted with an equivalent combination of education, training, certifications, and relevant experience.
  • Strong knowledge of organizational change management methodologies (e.g., Prosci ADKAR, Kotter, or similar frameworks) and their practical application within complex organizations.
  • Demonstrated stakeholder management, negotiation, and influencing skills, with the ability to build consensus and drive adoption across all organizational levels, including executive leadership.
  • Strong analytical, strategic thinking, troubleshooting, and problem-solving skills, with the ability to manage multiple initiatives while maintaining quality standards and meeting deadlines.
  • Excellent written, verbal, presentation, and communication skills in both Spanish & English, with the ability to develop communication strategies and deliver complex messages clearly and effectively to diverse audiences.
  • Experience working within Agile, Scrum, traditional project management, or hybrid delivery environments, collaborating effectively with cross-functional teams.
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook) and collaboration tools required.
  • Knowledge of banking regulations, risk management principles, and financial services industry practices preferred.
  • Project Management Professional (PMP), Lean Six Sigma, Change Management (Prosci), Organizational Development, Agile, Scrum, or related certifications are highly desirable.

WORK AUTHORIZATION & ELEGIBILITY:
  • Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
  • Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)
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