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Financial Jobs in Puerto Rico (NOW HIRING)

hhglobal

Financial Controller

San Juan, PR · Hybrid

Purpose of the Job The Financial Controller is responsible for leading and owning the end to end finance function for the Puerto Rico subsidiary of HH Global. This role ensures the integrity of ...

hhglobal

Financial Controller

San Juan, PR · Hybrid

Purpose of the Job The Financial Controller is responsible for leading and owning the end to end finance function for the Puerto Rico subsidiary of HH Global. This role ensures the integrity of ...

hhglobal

Financial Controller

San Juan, PR · Hybrid

Purpose of the Job The Financial Controller is responsible for leading and owning the end to end finance function for the Puerto Rico subsidiary of HH Global. This role ensures the integrity of ...

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 ...

hhglobal

Financial Controller

San Juan, PR · Hybrid

Purpose of the Job The Financial Controller is responsible for leading and owning the end to end finance function for the Puerto Rico subsidiary of HH Global. This role ensures the integrity of ...

hhglobal

Financial Controller

San Juan, PR · Hybrid

Purpose of the Job The Financial Controller is responsible for leading and owning the end to end finance function for the Puerto Rico subsidiary of HH Global. This role ensures the integrity of ...

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 ...

Elevance Health

Financial Consultant

San Juan, PR · On-site

Financial Consultant Financial Consultant Location: This role requires associates to be in-office 1 - 2 days per week , fostering collaboration and connectivity, while providing flexibility to ...

Deca Analytics

Financial Associate

San Juan, PR · On-site

Our mission is to provide unparalleled financial and operational guidance tailor-designed to navigate the complexities of doing business in Puerto Rico. Our process is centered on utilizing a ...

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Financial information

What is the difference between Financial vs Bookkeeper?

AspectFinancialBookkeeper
CertificationsOften requires CPA, CFA, or similarTypically no formal certifications required
Work EnvironmentCorporate finance departments, accounting firmsSmall businesses, accounting offices
Primary ResponsibilitiesFinancial analysis, planning, reportingRecording transactions, maintaining ledgers
Employer & Industry UsageFinance departments, investment firmsSmall to medium businesses, accounting services

Financial professionals focus on analysis, planning, and strategic financial management, often requiring advanced certifications. Bookkeepers handle day-to-day transaction recording and ledger maintenance, usually without formal certifications. While both roles are essential in finance, they differ in scope, responsibilities, and required credentials.

What are financial professionals?

Financial professionals are individuals who provide guidance and services related to money management, investments, and financial planning. They may include financial advisors, analysts, planners, and consultants who help clients make informed decisions about budgeting, saving, investing, and retirement planning. These professionals often work for banks, investment firms, or operate independently, offering expertise on a wide range of financial products and strategies. Their main goal is to help individuals or organizations achieve their financial objectives.

What are the key skills and qualifications needed to thrive in a financial professional role, and why are they important?

To thrive in a financial professional role, you need strong analytical abilities, a solid understanding of financial principles, and typically a degree in finance, accounting, or a related field. Familiarity with financial modeling software, spreadsheets like Microsoft Excel, and certifications such as CFA or CPA are commonly required. Excellent attention to detail, integrity, and effective communication skills help professionals stand out in this field. These competencies ensure accurate financial analysis, regulatory compliance, and the ability to convey complex information to stakeholders.

What are some common challenges faced by professionals in financial roles, and how can they be addressed?

Individuals in financial roles often encounter challenges such as managing tight deadlines during reporting periods, staying updated with frequently changing regulations, and ensuring data accuracy under pressure. To address these, professionals benefit from strong organizational skills, proactive communication with team members, and continuous professional development. Many financial teams adopt collaborative tools and regular check-ins to streamline workflows and ensure compliance, fostering a supportive work environment.
What are the most commonly searched types of Financial jobs in Puerto Rico? The most popular types of Financial jobs in Puerto Rico are:
What are popular job titles related to Financial jobs in Puerto Rico? For Financial jobs in Puerto Rico, the most frequently searched job titles are:
What job categories do people searching Financial jobs in Puerto Rico look for? The top searched job categories for Financial jobs in Puerto Rico are:
Financial jobs near you
Infographic showing various Financial job openings in Puerto Rico as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution.
Financial Advisor - PenFed Credit Union

Financial Advisor - PenFed Credit Union

LPL Financial

San Juan, PR • Hybrid

$50K - $80K/yr

Full-time

Posted 9 days ago

LPL Financial rating

7.5

Company rating: 7.5 out of 10

Based on 69 frontline employees who took The Breakroom Quiz

117th of 150 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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