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Financial Advisor Jobs in Puerto Rico (NOW HIRING)

Kelly Services

PR

$25/hr

Financial Analyst II (ON SITE) Barceloneta, PR Position Type: Temporary Rate Info: Bill Rate: $25 We are seeking a Financial Analyst II to join our team. The selected candidate will play a crucial ...

Medtronic

Prin Financial Analyst

Juncos, PR

As the Principal Financial Analyst supporting part of the Cardiovascular portfolio, the role helps support the end-to-end inventory and SOGL planning and execution for the operating units (OU) and ...

Medtronic

Prin Financial Analyst

Juncos, PR

As the Principal Financial Analyst supporting part of the Cardiovascular portfolio, the role helps support the end-to-end inventory and SOGL planning and execution for the operating units (OU) and ...

Pharmpix

PR · On-site

POSITION SUMMARY The Rebates Financial Analyst is responsible for preparing rebate submissions, validating claims data, tracking manufacturer payments, and supporting financial reconciliation and ...

AbbVie

PR · On-site

$74K - $92K/yr

The Senior Financial Analyst supports the ongoing financial forecasting and develops financial models to support decision making related to business issues (e.g. New product development analysis ...

Para la Naturaleza

PR · On-site

Manage regional financial operations : budgeting, purchasing, fund reconciliations, and petty cash * Track and document grant funds and external funding compliance * Process invoices, manage vendors ...

AbbVie

PR · On-site

$74K - $92K/yr

The Senior Financial Analyst supports the ongoing financial forecasting and develops financial models to support decision making related to business issues (e.g. New product development analysis ...

ADT

Business Sales Representative

San Juan, PR · On-site

$4.0K/wk

... advisors can earn over $150,000. Additional Pay: We equip you with specialized training and the tools you need to meet your financial goals. For your first 8 weeks of training, you'll earn up to $4 ...

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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 Analyst

Financial Analyst

Kelly Services

PR

$25/hr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 8 days ago

Job description

Financial Analyst II (ON SITE) Barceloneta, PR
Position Type: Temporary
Rate Info: Bill Rate: $25
Job Description:
We are seeking a Financial Analyst II to join our team. The selected candidate will play a crucial role in supporting financial operations and ensuring compliance within our organization.
General Position Summary/Purpose:
The Financial Analyst II is responsible for performing month-end processes for supported businesses. This includes inventory reconciliation, manufacturing variance analytics, and general ledger account reconciliation. The role also involves maintaining the inventory cycle count program and preparing monthly journal entries and account reconciliations for specified general ledger accounts, including inventory, distressed, and liability accounts. Additionally, the analyst will respond to requests for internal and external audits and intercompany billing for tax allocation purposes under the guidance of a manager.
Responsibilities:
  • Perform month-end processes, including inventory reconciliation and manufacturing variance analytics.
  • Maintain the inventory cycle count program and ensure corporate compliance.
  • Prepare and review monthly journal entries and account reconciliations for designated general ledger accounts.
  • Respond to internal audit, external audit, and intercompany billing requests as needed.
Qualifications:
  • Bachelor’s degree required; degree in Accounting preferred.
  • Minimum of 3+ years of related accounting experience, with at least 1 year in a manufacturing environment.
  • Experience in SAP is required.
  • Fully bilingual in Spanish and English.
  • Advanced knowledge of Excel is strongly preferred.
Preferred Skills:
  • Experience in cost accounting is a plus.
Experience Level:
3-5 years
As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.

With Kelly®, it all adds up.

You’re looking to keep your career moving onward and upward, and we’re here to help you do just that. Our financial staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in your career.

About Kelly

Work changes everything. And at Kelly, we’re obsessed with where it can take you. To us, it’s about more than simply accepting your next job opportunity. It’s the fuel that powers every next step of your life. It’s the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life-just ask the 300,000 people we employ each year.
Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Kelly may use AI-powered tools during the recruitment and hiring process. For full details, including how Kelly uses AI, your rights, and how to request a reasonable accommodation, visit the Recruitment Artificial Intelligence Notice.

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