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Remote Financial Jobs in Puerto Rico (NOW HIRING)

LearnLux

Financial Planner, Puerto Rico

San Juan, PR · Remote

$74K - $100K/yr

This role is 100% remote within Puerto Rico and reports to our Global Director of Financial Planning. Key Responsibilities * Meet and engage with clients remotely over video, chat and email to give ...

InsuraTec

Sales Representative (Remote)

Fajardo, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Ponce, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Aguadilla, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

San German, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Mayaguez, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

San Juan, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Guaynabo, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Canovanas, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Dorado, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Isabela, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Vega Baja, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Arecibo, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Corozal, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Rio Grande, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Cayey, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Catano, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

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Showing results 1-20

All JobsRemote Financial JobsRemote Financial Jobs in Puerto Rico

Remote Financial information

How do Remote Financial professionals typically collaborate with team members and clients across different locations?

Remote Financial professionals often rely heavily on digital communication tools such as video conferencing, secure file-sharing platforms, and project management software to coordinate with colleagues and clients. Regular virtual meetings and clear documentation are essential to ensure everyone is aligned on financial goals, deadlines, and compliance requirements. While working independently is common, teamwork remains crucial, particularly during financial reporting periods or when addressing client inquiries. Building strong communication habits and proactively reaching out to team members can help overcome the unique challenges of remote collaboration in this field.

What Are Remote Financial Jobs?

A remote financial job is any job in the finance industry that allows you to telecommute instead of working in an office. You can do almost any finance job on a remote basis. Some of the most common remote jobs include accountants, accounting managers, account managers, finance assistants, financial planners, bookkeepers, finance analyst, traders, and underwriters. Depending on your position, your duties and responsibilities may include managing investments, overseeing an audit, or preparing taxes. Keep in mind that while remote jobs allow you to work from home, you may need to travel to your employer’s office on occasion to consult with clients.

How to make $1000 a week remote?

Remote financial roles such as financial analyst, accountant, or bookkeeper can potentially earn $1000 or more weekly, especially with specialized skills, certifications, and experience. Increasing income may involve taking on multiple clients, freelance projects, or working in high-demand areas like financial consulting or investment analysis, often requiring proficiency with financial software and strong analytical skills.

What is the difference between Remote Financial vs Remote Bookkeeper?

AspectRemote FinancialRemote Bookkeeper
CredentialsFinancial certifications (e.g., CFA, CPA), accounting degreesBookkeeping certifications (e.g., QuickBooks Certified), basic accounting knowledge
Work EnvironmentFinancial firms, corporate finance departments, consultingSmall businesses, accounting firms, freelance work
Employer & Industry UsageUsed in finance, banking, investment sectorsCommon in small business, retail, service industries
Search & Comparison IntentLooking for financial analysis, planning, or consulting rolesSeeking bookkeeping, data entry, or basic accounting tasks

Remote Financial professionals typically handle complex financial analysis, planning, and consulting, often requiring advanced certifications. Remote Bookkeepers focus on recording transactions, maintaining financial records, and basic accounting, usually with less formal credentials. Both roles are remote-friendly but serve different business needs and skill levels.

How can I make $100,000 a year working from home?

Remote financial professionals can reach a $100,000 annual income by gaining specialized skills such as financial analysis, accounting, or investment management, and obtaining relevant certifications like CFA or CPA. Building experience, leveraging high-demand tools, and working for established firms or clients remotely can also help achieve this income level.

What are the key skills and qualifications needed to thrive as a Remote Financial Analyst, and why are they important?

To thrive as a Remote Financial Analyst, you need strong analytical abilities, financial modeling expertise, and a relevant degree in finance, accounting, or a related field. Proficiency in tools like Microsoft Excel, financial ERP systems, and possibly certifications such as CFA or CPA is highly valuable. Excellent communication, self-motivation, and time management are crucial soft skills for remote collaboration and independent work. These skills and qualifications ensure accurate financial insights, effective remote teamwork, and reliable business decision support.

What is a Remote Financial job?

A Remote Financial job refers to a position within the finance sector that allows professionals to work from locations outside of a traditional office, often from home. These roles can include financial analysts, accountants, advisors, or consultants who use digital tools to manage financial data, provide advice, and support clients or organizations remotely. The flexibility of remote financial jobs makes them increasingly popular, enabling workers to collaborate with teams and clients worldwide while maintaining work-life balance. Employers typically require strong analytical skills, proficiency with financial software, and effective communication abilities for these roles.

Can finance jobs be done remotely?

Many finance jobs, including roles such as financial analysts, accountants, and financial advisors, can be performed remotely. These positions often require skills in financial software, data analysis, and communication tools, and may involve remote collaboration and secure data handling.

How can I make 2000 a week working from home?

Remote financial professionals can earn $2,000 or more weekly by leveraging high-demand skills such as financial analysis, accounting, or consulting, often requiring relevant certifications and experience. Building a client base, offering specialized services, and utilizing online platforms can help increase earnings, but consistent high income typically depends on expertise, workload, and market demand.
More about Remote Financial jobs
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 Remote Financial jobs in Puerto Rico? For Remote Financial jobs in Puerto Rico, the most frequently searched job titles are:
What job categories do people searching Remote Financial jobs in Puerto Rico look for? The top searched job categories for Remote Financial jobs in Puerto Rico are:
What cities in Puerto Rico are hiring for Remote Financial jobs? Cities in Puerto Rico with the most Remote Financial job openings:
Remote Financial jobs near you
Financial Planner, Puerto Rico

Financial Planner, Puerto Rico

LearnLux

San Juan, PR • Remote

$74K - $100K/yr

Full-time

Retirement

Posted 19 days ago

Job description

About LearnLux

LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention.

We're building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you're energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you'll find this a rewarding environment.

We're a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We're a growth-focused business building for scale, and we're excited by the opportunities and challenges that come with that journey.

About the Role

LearnLux is looking for a Financial Planner located in Puerto Rico to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in Puerto Rico to provide them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals.

This role is 100% remote within Puerto Rico and reports to our Global Director of Financial Planning.

Key Responsibilities
  • Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more
  • Advise on and adapt the LearnLux methodology to financial planning topics relevant in Puerto Rico
  • Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience
  • Become an expert on our client's benefit plans so you can act as an extension of their team during open enrollment
  • Work with with our content team to create outlines, review lessons and approve content created for the LearnLux digital platform
  • Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events
You Should Have
  • An active Certified Financial Planner (CFP) designation is required for this role
  • Fluent English and Spanish - written and spoken
  • Passion for educating individuals to take control and invest in their financial future
  • Have the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members
  • Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more
Nice to haves
  • Startup and/or Fintech experience
  • Experience creating presentations and presenting to large audiences
Closing

LearnLux is committed to an inclusive workplace. We welcome applications from all individuals and do not discriminate in any employment decision on the basis of any characteristic protected by applicable local law. We particularly encourage candidates from historically under-represented or marginalized communities to apply.

We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. We're excited to speak with you about joining our team!