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Financial Advisor Jobs in Puerto Rico (NOW HIRING)

GOEBEL FIXTURE COMPANY

Director Of Finance

San Juan, PR · On-site

$100 - $125/hr

Direct and administer all financial operations of the hotel to include, but not limited to, asset ... Monitors all contracts and agreements and advise management of the terms, conditions and benefits

Jj

Senior Financial Analyst

Gurabo, PR · On-site

$82K - $102K/yr

Finance Job Sub Function: Accounting Job Category: Professional All Job Posting Locations: Gurabo, Puerto Rico, United States of America Johnson & Johnson is recruiting for a Senior Financial Analyst ...

Johnson and Johnson

Senior Financial Analyst

Gurabo, PR · On-site

$82K - $102K/yr

Finance Job Sub Function: Accounting Job Category: Professional All Job Posting Locations: Gurabo, Puerto Rico, United States of America Johnson & Johnson is recruiting for a Senior Financial Analyst ...

Boston Scientific

Financial P&A - P5

Dorado, PR

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

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 ...

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 companies and their teams see numbers, driving opportunities for change and growth. Our work is defined ...

Abarca Health

Sr. Manager, Trade Relations

San Juan, PR · On-site

... advisor and decision influencer for rebate strategy, including evaluation of manufacturer offers, contract structures, and value-based arrangements, in partnership with Clinical, Legal, Finance, and ...

Liberty Latin America Communications, Inc.

PR · On-site

$63K - $80K/yr

Collaborate with other departments and finance personnel to obtain, verify and record transaction report data and issues on a timely basis. * Advise staff regarding the handling of non-routine ...

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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 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
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 75% In-person, and 25% Remote job distribution.

Director Of Finance

GOEBEL FIXTURE COMPANY

San Juan, PR • On-site

$100 - $125/hr

Other

Re-posted 3 days ago

Job description

RiskOne HR Consulting is seeking a Director of Finance for one of our clients responsible for the overall financial management, accounting operations, internal controls, budgeting, forecasting, financial reporting, and compliance functions.

Responsibilities

  • Direct and administer all financial operations of the hotel to include, but not limited to, asset protection, financial reporting, systems management, keeping financial records, budget and forecasting and department management
  • Responsible to keep accurate financial records and financial statements ensuring compliance with all Generally accepted Accounting Principle, (GAAP local and International Financial Reporting Standards, (IFRS) and uniform Systems of Accounts for the lodging industry.
  • Responsible for ensuring compliance and a well-controlled environment aligned with standard policies and procedures.
  • Develops, analyzes and interprets statistical and accounting information and implements profitability and performance against budget
  • Monitor and approve sales, purchases, salaries and expenses
  • Monitors all contracts and agreements and advise management of the terms, conditions and benefits
  • Ensure all licenses, permits and insurance policies are current and in compliance with local, state and federal requirements.
  • Coordinates and directs the preparation of the budget and financial forecast.
  • Recruit, interview and train accounting team member
Requirements
  • Five years of finance related experience in similar position in the hospitality industry
  • Three to five years of experience in leadership role with experience in supervision
  • Bachelor Degree in Accounting, Finance, Business Administrations or related field.
  • Knowledge of federal, state, social security and local regulations.
  • Knowledge of insurance, employee benefits, claims and liability
  • Knowledge of business law, federal, state and local taxes as well as Department of Labor regulations
  • Advance level Microsoft Excel and PowerPoint Skills
  • Ability to analyze large volume of complex financial information from many sources and create
  • Strong leadership, management and people skills
  • High Level of integrity and ethical judgment
  • Bilingual (English and Spanish)

Equal Employment Opportunity Employer Minorities / Females/ Disable / Veterans.

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