ZipRecruiter

Log In

1

Financial Advisor Jobs in Puerto Rico (NOW HIRING)

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 expenditure ...

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 ...

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 ...

Deloitte

Tax Manager - Federal / Corporate Tax

San Juan, PR · On-site

$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 ...

Boston Scientific

Financial P&A - P5

Dorado, PR · On-site

Financial P&A - P5 (Principal Financial Analyst) Responsible for financial planning, reporting and ... Please be advised that certain US based positions, including without limitation field sales and ...

Boston Scientific

Financial P&A - P5

Dorado, PR · On-site

Financial P&A - P5 (Principal Financial Analyst) Responsible for financial planning, reporting and ... Please be advised that certain US based positions, including without limitation field sales and ...

Boston Scientific

Financial P&A - P5

Dorado, PR · On-site

Financial P&A - P5 (Principal Financial Analyst) Responsible for financial planning, reporting and ... Please be advised that certain US based positions, including without limitation field sales and ...

Deloitte

Tax Manager - Private Wealth

San Juan, PR · On-site

$108K - $142K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree such as MST, MAcc, JD, or LLM * Prior Big 4 or large CPA firm experience * Strong verbal and written ...

previous pagenext page

Showing results 21-40

All JobsFinancial Advisor JobsFinancial Advisor Jobs in Puerto Rico

Financial Advisor information

What does a financial advisor 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.

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.

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.

Do financial advisors make good money?

Financial advisors typically earn a combination of base salaries and commissions or fees, with income varying based on experience, client base, and location. According to industry data, the median annual salary for financial advisors is around $89,000, with top earners making over $200,000. Success in this role often depends on strong interpersonal skills, certifications like the CFP, and the ability to build and maintain client relationships.

Is a financial advisor worth it as a job?

A financial advisor is a professional who helps clients manage their finances, investments, and retirement planning, often requiring certifications like the CFP. The job can be rewarding with a flexible schedule and earning potential based on client commissions or fees, but it also involves building a client base and staying updated on financial regulations. Its value depends on personal interest in finance and the ability to develop strong client relationships.

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 vary by region and employer requirements.
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 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
Infographic showing various Financial Advisor job openings in Puerto Rico as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Senior Advisor

Criminal Investigation & Law Enforcement | IRS Careers

Ponce, PR

$147K/yr

Full-time

Posted 28 days ago

Internal Revenue Service rating

7.5

Company rating: 7.5 out of 10

Based on 129 frontline employees who took The Breakroom Quiz

128th of 294 rated public sector bodies

Job description

WHAT IS Large Business & International (LB&I) ?
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 the following area(s):
    • LBI -
  • Consider each location carefully when applying. If you are selected for a location, that location will become your official post of duty.
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 also meet the following requirements:

SPECIALIZED EXPERIENCE GS-15: To be eligible for this position, you must have one (1) year of specialized experience at a level of difficulty and responsibility equivalent to the GS-14 grade level in the Federal service.
Specialized experience includes:

  • Experience applying federal tax credits, incentives and accounting method laws, regulations, and legal precedents to large multinational businesses including predicting the impact of proposed legislation, policies and regulations on enforcement programs;
  • Experience interpreting and applying federal tax laws governing energy tax credits and incentives, including, for example, IRC 45 (Renewable Electricity Production Credit), 45Q (Carbon Oxide Sequestration Credit), 45U (Zero-Emission Nuclear Power Production Credit), 45V (Clean Hydrogen Production Credit), 45X (Advanced Manufacturing Production Credit), 45Y (Clean Electricity Production Credit), 45Z (Clean Fuel Production Credit), 48 (Energy Investment Credit), 48C (Qualifying Advanced Energy Project Credit), 48E (Clean Electricity Investment Credit), and the elective payment and transferability provisions under 6417 and 6418.
  • Experience interpreting, applying, administering, examining, litigating, or advising clients or stakeholders regarding statutory and regulatory requirements applicable to energy tax incentives, including credit eligibility, prevailing wage and apprenticeship requirements, domestic content requirements, beginning-of-construction and placed-in-service rules, credit computation, prohibited foreign entity restrictions, transferability, elective payment, and substantiation requirements.
  • Experience analyzing and resolving complex federal tax issues involving corporations, partnerships, or other large business taxpayers, including applying the Internal Revenue Code, Treasury regulations, and published IRS guidance to advise clients or stakeholders or resolve issues related to the development, financing, ownership, transfer, or monetization of energy tax credits. Experience with oral and written communication to develop, persuade and negotiate with a large and diverse set of stakeholders across a broad group of industries on issues related to federal tax laws governing energy tax credits and incentives.
AND
  • MINIMUM AGE REQUIREMENT: Minimum age for federal employment is 18 years old, or at least 16 years old and have:
    • Graduated from high school or been awarded a certificate equivalent to graduating from high school; or
    • Completed a formal vocational training program; or
    • Received a statement from school authorities agreeing with your preference for employment rather than continuing your education.

For more information on qualifications please refer to OPM's Qualifications Standards.

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

What Internal Revenue Service employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply