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Financial Advisor Jobs in Puerto Rico (NOW HIRING)

The Condado Plaza Hotel

PR · On-site

... financial advisor to hotel General Manager, management and owners. Develops, analyzes, and interprets statistical and accounting information and implements cost and expense control measures to ...

The Condado Plaza Hotel

PR · On-site

... financial advisor to hotel General Manager, management and owners. Develops, analyzes, and interprets statistical and accounting information and implements cost and expense control measures to ...

LearnLux

Financial Planner, Puerto Rico

San Juan, PR · Remote

$74K - $100K/yr

Advise on and adapt the LearnLux methodology to financial planning topics relevant in Puerto Rico * Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux ...

Deloitte

Tax Manager - Real Estate

San Juan, PR

$108K - $142K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree such as Masters of Tax, JD, and/or LLM * Previous Big 4 or large CPA firm experience The wage range ...

Invest Puerto Rico

PR · On-site

Financial Planning / Accounting • Prepare quarterly closing, journal entries , financial statements/reporting and forecasts; • Manage expense reimbursement policy; • Maintain activity ...

Pharmpix

PR · On-site

POSITION SUMMARY The Financial Analyst reports to the Financial Analysis Manager and is responsible for preparing financial analysis, pricing models, data analysis and reports for the company and ...

Deloitte

Tax Manager - Federal / Corporate Tax

San Juan, PR

$108K - $142K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree such as Masters of Tax, JD, and/or LLM * Solid understanding with accounting for income taxes in ...

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Financial Advisor information

How do Financial Advisors typically build and maintain client relationships in their day-to-day work?

Financial Advisors spend a significant portion of their time meeting with clients to understand their financial goals, risk tolerance, and investment preferences. Building trust is crucial, so advisors regularly communicate with clients through updates, portfolio reviews, and proactive outreach regarding market changes or new opportunities. They also collaborate with other financial professionals, such as accountants and estate planners, to provide comprehensive advice. Consistent client engagement and personalized service are key to maintaining long-term relationships and growing a successful advisory practice.

Is $200,000 enough to work with a financial advisor?

For a financial advisor, having $200,000 in assets or investments can be sufficient to seek professional advice, especially if the advisor charges a percentage-based fee or flat rate. Many advisors work with clients across a range of asset levels, but larger portfolios may qualify for more comprehensive services or lower fees. It is important to consider the advisor's fee structure and the complexity of your financial needs when determining if this amount is appropriate.

What qualifications do you need to be a financial advisor?

To become a financial advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Series 7 and Series 66 licenses are often required, along with strong interpersonal and analytical skills. Continuing education and licensing are necessary to provide financial advice legally and ethically.

What Do Financial Advisors Do?

Financial advisors manage clients’ financial goals, such as how much money is needed to save for retirement, paying off debt or mortgage loans, and saving for college or buying a vacation home. An advisor also helps with future planning to grow wealth and advise clients on the best route for investing.

What are the key skills and qualifications needed to thrive as a Financial Advisor, and why are they important?

To thrive as a Financial Advisor, you need strong analytical skills, financial planning knowledge, and usually a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, trustworthiness, and effective communication help build client relationships and convey complex information clearly. These skills are crucial for delivering sound financial advice and earning client trust in a competitive industry.

Is Raymond James a fiduciary advisor?

Raymond James is a financial services firm that employs both fiduciary and non-fiduciary advisors, depending on the specific role and client relationship. Financial advisors at Raymond James are generally expected to act in their clients' best interests, especially if they are registered as fiduciaries, which requires adherence to a fiduciary standard. It's important for clients and job seekers to verify the specific responsibilities and certifications of individual advisors within the firm.

Do financial advisors make good money?

Financial advisors typically earn a combination of salary and commissions, with median annual incomes around $89,000, though earnings can vary widely based on experience, client base, and location. Successful advisors who build a strong client portfolio and obtain certifications like the CFP often have higher earning potential. Compensation may also include bonuses and incentives tied to performance.

What is the difference between Financial Advisor vs Financial Planner?

AspectFinancial AdvisorFinancial Planner
CertificationsCFP, CFA, ChFCCFP, ChFC, CPA
Work EnvironmentFinancial firms, banks, independentConsulting firms, independent, or firms
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, estate, retirement
Industry UsageCommonly used in finance and investment sectorsUsed across finance, insurance, and planning services

While both Financial Advisors and Financial Planners assist clients with financial goals, Financial Advisors often focus more on investment management and portfolio advice, whereas Financial Planners provide comprehensive financial planning including retirement, estate, and tax strategies. The roles overlap, but the emphasis and certifications may differ slightly depending on the specific services offered.

What does a Financial Advisor do?

A Financial Advisor helps individuals and businesses manage their finances by providing advice on investments, retirement planning, insurance, tax strategies, and other financial matters. They assess a client's financial situation, set goals, and develop tailored plans to help achieve those goals. Financial Advisors may also assist with portfolio management, estate planning, and ensuring clients make informed financial decisions to secure their future.
More about Financial Advisor jobs
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 jobs in Puerto Rico? For Financial Advisor jobs in Puerto Rico, the most frequently searched job titles are:
What job categories do people searching Financial Advisor jobs in Puerto Rico look for? The top searched job categories for Financial Advisor jobs in Puerto Rico are:
What cities in Puerto Rico are hiring for Financial Advisor jobs? Cities in Puerto Rico with the most Financial Advisor job openings:
What are popular job titles related to Financial Advisor jobs in PR? For Financial Advisor jobs in PR, the most frequently searched job titles are:
Financial Advisor jobs near you
Financial Advisor - PenFed Credit Union

Financial Advisor - PenFed Credit Union

LPL Financial

San Juan, PR • Hybrid

$50K - $80K/yr

Full-time

Posted 8 days ago

LPL Financial rating

7.4

Company rating: 7.4 out of 10

Based on 65 frontline employees who took The Breakroom Quiz

114th of 139 rated financial services

Job description

Credit Union

Financial Advisor - PenFed Credit Union

Your career path should lead to real opportunity

LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at PenFed Credit Union in San Juan, PR would allow you to join PenFed Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at PenFed Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to PenFed Credit Union for financial solutions. This position will offer:

  • The ability to service a book of business upon hire
  • The ability to build a strong client base with the credit union's exceptional referral system
  • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
  • The opportunity to find new clients via the credit union's member base
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL's combination of tools, technology, and support
  • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the credit union's reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

  • Access to our proprietary technology and a suite of customized services
  • An open architecture platform with access to thousands of investment products from leading third-party product sponsors
  • Resources and expertise across the firm to help you create client solutions
  • The freedom to create solutions specific to your client's goals

Whatever your vision of success, we're with you every step of the way.

Requirements:

  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience

Apply online at:By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PenFed Credit Union.

Tracking # 1-05026674


Pay Range:$50,000-$80,000


The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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