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Financial Advisor Jobs in Puerto Rico (NOW HIRING)

Falcon Sanchez & Associates

PR · On-site

Review financial statements, account reconciliations, and supporting workpapers. * Serve as the ... advise, and grow with a forward-thinking firm, we encourage you to apply. Join us and help build ...

Falcon Sanchez & Associates

PR · On-site

$73K - $92K/yr

In this role, you will serve as a trusted advisor to a diverse portfolio of clients, helping them strengthen their financial operations, improve decision-making, and achieve their business goals.

Kevane Grant Thornton LLP

PR · On-site

... financial statements and related technical accounting issues; and assisting in engagement ... Advisors LLC is proud to be an Equal Employment Opportunity and Affirmative Action employer. The ...

U.S. Courts

$89K - $106K/yr

Financial management: assisting with financial operation and budget projections, reviewing and ... Purchasing, procurement, and property management: acts as advisor to staff in purchasing and ...

Core Laboratories

Location Manager

Guayanilla, PR

Advise the Area Manager on financial, operational, and performance-related matters. * Perform other duties as required to support safe, compliant, and efficient operations. QUALIFICATIONS

Core Laboratories

Location Manager

Guayanilla, PR · On-site

Advise the Area Manager on financial, operational, and performance-related matters. * Perform other duties as required to support safe, compliant, and efficient operations. QUALIFICATIONS

Falcon Sanchez & Associates

PR · On-site

$103K - $135K/yr

... advisor to clients and a mentor to audit professionals. About Us We are a rapidly growing CPA and ... Lead and manage financial statement audit, review, and assurance engagements. * Oversee engagement ...

Deca Analytics

Tax Analyst Senior

San Juan, PR · On-site

$55K - $60K/yr

Our mission is to provide unparalleled financial and operational guidance tailor-designed to ... Develop and advise on tax strategies under Act 60 and other Puerto Rico incentive laws (Acts 20, 22 ...

Deca Analytics

Tax Analyst Senior

San Juan, PR · On-site

$112K - $112K/yr

Our mission is to provide unparalleled financial and operational guidance tailor-designed to ... Develop and advise on tax strategies under Act 60 and other Puerto Rico incentive laws (Acts 20, 22 ...

Deca Analytics

Tax Analyst Senior

San Juan, PR · On-site

$60K - $70K/yr

Our mission is to provide unparalleled financial and operational guidance tailor-designed to ... Develop and advise on tax strategies under Act 60 and other Puerto Rico incentive laws (Acts 20, 22 ...

Pwc

Asset & Wealth Management Tax Manager

San Juan, PR

$99K - $266K/yr

You will review and analyse financial data, prepare and file tax returns, and assist businesses in ... technical business advisor - Familiarity with CRM systems - Knowledge of automation and ...

Deca Analytics

Key Account Manager II

San Juan, PR · On-site

$45K - $55K/yr

... other financial compliance requirements. Stay informed on relevant legislation and proactively advise clients on potential impacts. * Client Onboarding & Service Delivery: Oversee the client ...

Pwc

ServiceNow Deployment- Senior Associate

San Juan, PR

$77K - $202K/yr

... l Management - cost asset management and optimization. Demonstrates extensive abilities and/or a ... Finding yourself in the role of advisor and peer to others; Approaching new projects with an open ...

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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

Supervisory Administrative Assistant

US Judicial Branch

San Juan, PR • On-site

$89K/yr

Other

Posted 22 days ago

Job description

The Supervisory Administrative Assistant supervises at least three members of the administrative staff and provides support and advice to the Defender and/or Administrative Officer in a variety of administrative and management matters. The position reports directly to the Administrative Officer and interfaces regularly with leadership and staff at all levels, requiring the ability to manage competing demands effectively and communicate clearly in both written and verbal form.Qualifications:
  • General administration and management: responding to administrative inquiries from staff, ensuring adherence to personnel and procurement procedures and regulations, and assisting in the maintenance and monitoring of internal controls.
  • Financial management: assisting with financial operation and budget projections, reviewing and analyzing relevant data for staffing needs and resource allocation purposes, monitoring and controlling expenses and day-to-day accounting functions alongside the financial administrator, maintaining accounting records, and preparing and reviewing vouchers for payment.
  • Personnel administration and management: providing the Defender and Administrative Officer with technical advice in the areas of staffing, recruitment, compensation, and evaluation of employees, assisting in the creation of personnel policies, and maintaining personnel records.
  • Space, telecommunications, and office automation management: coordinating construction projects and office relocations, renovations and repairs, assisting with the procurement, installation and oversight of telecommunications equipment, and contracting for office equipment and furniture.
  • Purchasing, procurement, and property management: acts as advisor to staff in purchasing and procurement matters, monitors funds, assists with maintenance of data and administrative files.
  • Office operations: relieves the Administrative Officer of routine operation concerns, supervises office staff as assigned, may participate in training programs and other educational events for staff members.
  • Other duties: as designated by the Defender, may supervise the work of the Financial Administrator, Property and Procurement Administrator, and Personnel Administrator.
Preferred qualifications include:
  • An advanced degree in business administration, finance, public administration, organizational leadership, business analytics, or a related field.
  • Prior experience in a state or federal public defender officer or comparable state or federal government agency.
  • Spanish fluency is highly preferred.
Education:Applicants must be a high school graduate and have at least five years of progressively responsible experience in public administration, financial management, office operations, or a related field.Employment Type: OTHER

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