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Financial Advisor Assistant Jobs in Puerto Rico (NOW HIRING)

Boys & Girls Club

PACNA FINANCE ANALYST

San Juan, PR · On-site

Provide financial, administrative, and operational support to the PACNA Program by ensuring the proper management of procurement, inventory, documentation, and processes related to the acquisition ...

Boys & Girls Club

PACNA FINANCE ANALYST

San Juan, PR · On-site

$60 - $80/hr

Provide financial, administrative, and operational support to the PACNA Program by ensuring the proper management of procurement, inventory, documentation, and processes related to the acquisition ...

Driven Advisors

Tax Accountant

Guaynabo, PR · On-site

$60 - $80/hr

Driven Advisors is a top-tier financial advisory firm focused on transforming the way in which ... Respond to tax notices from Hacienda, the IRS, municipalities, and CRIM. * Assist with tax planning ...

Liberty Latin America Communications, Inc.

PR · On-site

$63K - $80K/yr

... and advise on the progress to improve the professional development of staff. * Assist in budget and forecasting activities. * Collaborates with the other finance department managers to support ...

Transportation Security Administration

$126K - $164K/yr

Serve as principal advisor to the Federal Security Director (FSD) on all operational matters ... Disclosure of your financial information is required. * You must be available to work various ...

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Financial Advisor Assistant information

What are the primary responsibilities of a financial advisor assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

What are the key skills and qualifications needed to thrive as a financial advisor assistant, and why are they important?

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

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

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly found in financial planning firms and advisory practices

Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

Is 30 too old to become a financial advisor assistant?

There is no age limit to becoming a financial advisor assistant, and individuals of various ages can enter the role. Relevant skills include strong communication, organization, and familiarity with financial tools, and some employers value diverse experience backgrounds. Age should not be a barrier if you meet the job requirements and have the necessary skills.

What does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, and managing administrative tasks. They may also help with data entry, research, and maintaining client records, often using financial planning software. Strong organizational skills and knowledge of financial products are important for this role.

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 Financial Advisor Assistant jobs in Puerto Rico?

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

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

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

What are popular job titles related to Financial Advisor Assistant jobs in PR?

For Financial Advisor Assistant jobs in PR, the most frequently searched job titles are:

Financial Advisor Assistant jobs near you

Supervisory Financial Management Analyst (Finance Section Chief)

Criminal Investigation & Law Enforcement | IRS Careers

Ponce, PR • On-site

$125K/yr

Full-time

Posted 7 days ago

Internal Revenue Service rating

7.3

Company rating: 7.3 out of 10

Based on 131 frontline employees who took The Breakroom Quiz

177th of 297 rated public sector bodies

Job description

WHAT IS LARGE BUSINESS & INTERNATIONAL?
A description of the business units can be found at: https://www.jobs.irs.gov/about/who/business-divisions
  • Position(s) are to be filled in following area(s):
    • LBI - Office of Program and Business Solutions - Large Business & International: PBS: RS: Finance
  • Remain in POD - The vacancy will be filled at the selectee's official permanent position of record, post-of-duty (POD).
REVIEW THE ADDITIONAL INFORMATION BELOW FOR FURTHER DETAILSQualifications:

Federal experience is not required. Experience may have been gained in the public sector, private sector or through Volunteer Service. One year of experience refers to full-time work; part-timework is considered on a prorated basis. To ensure full credit for your work experience, please indicate dates of employment by month/day/year, and indicate number of hours worked per week, on your resume.
You must meet the following requirements by the closing date of this announcement.

Qualifications: Federal experience is not required. Experience may have been gained in the public sector, private sector or through Volunteer Service. One year of experience refers to full-time work; part-timework is considered on a prorated basis. To ensure full credit for your work experience, please indicate dates of employment by month/day/year, and indicate number of hours worked per week, on your resume.

QUALIFICATION REQUIREMENTS: To qualify for this position, you must meet the qualification requirements outlined below:
SPECIALIZED EXPERIENCE: You must have one (1) year of specialized experience at a level of difficulty and responsibility equivalent to the next lower level within the payband or GS grade in the normal line of progression in the Federal service that demonstrates the required managerial skills and technical competence required to perform the job. To be qualified for this position your experience must include:
  • Experience reviewing daily budget and financial reports to identify funding risks, including insufficient funds, and resolving or elevating identified funding issues to support continued budget execution.
  • Experience formulating, coordinating, monitoring, evaluating, and reconciling operating budgets, labor resources, and non-labor resources throughout the budget formulation and execution process.
  • Experience interpreting and applying Federal budget laws, regulations, Executive Orders, Office of Management and Budget (OMB) circulars, Treasury guidance, and agency budget policies to support budget planning, execution, and financial management activities.
  • Experience analyzing budget estimates, financial plans, resource utilization, expenditures, staffing requirements, and financial reports to identify funding issues, reconcile resource requirements, and support budget recommendations.
  • Experience preparing budget submissions, financial plans, budget justifications, briefing papers, reports, and other supporting documentation used for executive-level budget decisions.
  • Experience coordinating budget activities with organizational stakeholders to develop financial plans, resolve budget issues, support resource allocation decisions, and implement budget priorities.
  • Experience using automated financial management systems and financial reporting tools to develop, maintain, reconcile, and report budget and financial information.
  • Experience evaluating budget execution, financial operations, resource utilization, and program expenditures to identify operational deficiencies, recommend corrective actions, and support financial planning decisions.


AND
You must also meet the following requirement(s):

  • TIME AFTER COMPETITIVE APPOINTMENT (TACA): By the closing date (or if this is an open continuous announcement, by the cut-off date) specified in this job announcement, current civilian employees must have completed at least 90 days of federal civilian service since their latest non-temporary appointment from a competitive referral certificate, known as time after competitive appointment. For this requirement, a competitive appointment is one where you applied to and were appointed from an announcement open to "All US Citizens".

For more information on qualifications please refer to OPM's Qualifications Standards.
Go to Understanding the IRS Paybands for GS/IR conversion.

Education:A college or university degree generally must be from an accredited (or pre-accredited) college or university recognized by the U.S. Department of Education. For a list of schools which meet these criteria, please refer to Department of Education Accreditation page.
FOREIGN EDUCATION: Education completed in foreign colleges or universities may be used to meet the requirements. You must show proof the education credentials have been deemed to be at least equivalent to that gained in conventional U.S. education program. It is your responsibility to provide such evidence when applying. Click here (Section 3, Explanation of Terms) or here for Foreign Education Credentialing instructions.
We recommend choosing an evaluator from a member organization of one of the following national associations of credential evaluation services: National Association of Credential Evaluation Services (NACES) or Association of International Credentials Evaluators (AICE).Employment Type: OTHER

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