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Senior Financial Advisor Jobs in Puerto Rico (NOW HIRING)

PR · On-site

$63K - $80K/yr

Is also expected to make recommendations to the Controller, CFO and CEO for building and ... Advise staff regarding the handling of non-routine reporting transactions. * Work with direct ...

Financial Associate

San Juan, PR · On-site

$60 - $80/hr

Coordinate with legal, accounting, and third‑party advisors to collect, track, and file required ... Support senior team members in monitoring portfolio performance, including covenant tracking and ...

Senior Project Manager

Guaynabo, PR · On-site

$150 - $200/hr

Thisroleoverseesproject execution from concept through completion, ensuring delivery excellence, financial performance, and client satisfaction. The Sr. PM serves as a trusted advisor to clients and ...

This role oversees project execution from concept through completion, ensuring delivery excellence, financial performance, and client satisfaction. The Sr. PM serves as a trusted advisor to clients ...

This role oversees project execution from concept through completion, ensuring delivery excellence, financial performance, and client satisfaction. The Sr. PM serves as a trusted advisor to clients ...

... 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 ...

Tax Analyst Senior

San Juan, PR · On-site

$80 - $100/hr

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 ...

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Senior Financial Advisor information

What does a senior financial advisor do?

A Senior Financial Advisor provides advanced financial planning and investment advice to clients, often focusing on wealth management, retirement planning, tax strategies, and estate planning. They analyze clients' financial situations, develop personalized financial plans, and help manage investment portfolios. Senior Financial Advisors typically have extensive experience in the financial industry and may supervise junior advisors. Their goal is to help clients achieve long-term financial security and meet their financial goals.

What are the key skills and qualifications needed to thrive as a senior financial advisor, and why are they important?

To thrive as a Senior Financial Advisor, you need strong analytical abilities, deep knowledge of investment strategies, and a relevant degree or certification such as CFP or CFA. Expertise with financial planning software, portfolio management systems, and CRM tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help set top advisors apart. These competencies are crucial for building client trust, delivering tailored financial solutions, and ensuring long-term client satisfaction and retention.

How does a senior financial advisor typically collaborate with other departments within a financial institution?

Senior Financial Advisors often work closely with departments such as investment management, compliance, and client services to provide comprehensive solutions for their clients. This collaboration ensures that client portfolios are managed effectively, regulatory requirements are met, and client inquiries are addressed promptly. Advisors may participate in regular meetings with portfolio managers, compliance officers, and other specialists to review client strategies and stay updated on new financial products or regulations. This team-based approach allows Senior Financial Advisors to deliver holistic and personalized advice to their clients.

What is the difference between Senior Financial Advisor vs Financial Planner?

AspectSenior Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or CFP designation often preferredCFP certification common, sometimes other certifications
Work EnvironmentAdvises high-net-worth clients, often in private firms or banksWorks with a broad client base, including individuals and families
Industry UsageUsed in wealth management and private bankingUsed across financial services, including independent advising

While both roles involve financial planning and advising clients, Senior Financial Advisors typically serve high-net-worth clients with advanced credentials and a focus on wealth management. Financial Planners often work with a wider range of clients, providing comprehensive financial plans. The roles overlap but differ mainly in client profile and scope of services.

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:

Infographic showing various Senior Financial Advisor job openings in Puerto Rico as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 2% Temporary, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution.

Financial Services Tax - Real Estate Senior Manager

Pwc

San Juan, PR • On-site

$124K - $335K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 26 days ago


PwC rating

8.3

Company rating: 8.3 out of 10

Based on 77 frontline employees who took The Breakroom Quiz

26th of 72 rated business consultants


Job description

Industry/Sector

Asset and Wealth Management

Specialism

Industry Tax Practice

Management Level

Senior Manager

Job Description & Summary

The Opportunity
As a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role in guiding our clients through the complexities of tax compliance and strategic consulting. Within our Tax practice, you will help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business analysis, working capital management, and profit sharing. Your expertise will be crucial in helping organizations understand the pricing implications of goods and services between related parties and advising on the tax implications of various deals.
As a Senior Manager, you will lead large projects and innovate processes, focusing on achieving results and maintaining operational excellence. You will interact with clients at a strategic level, leveraging your skills and professional networks to deliver quality outcomes. Your role will involve motivating and coaching teams to solve complex problems, applying sound judgment, and developing high-performing, diverse, and inclusive teams. In this role, you will contribute to the success of our firm by fostering an environment where people and technology thrive together, navigating the complexities of cross-border engagements, and upholding the firm's code of ethics and business conduct.
Responsibilities
- Leading tax compliance and advisory projects for financial services clients, focusing on real estate
- Advising clients on local and international tax obligations and structuring to optimize business outcomes
- Managing cross-border tax engagements and navigating complex regulatory environments
- Developing and implementing strategic tax planning initiatives to address client needs
- Drafting and reviewing tax documents, confirming accuracy and compliance with relevant regulations
- Analyzing financial statements and trends to provide insights and recommendations for tax strategies
- Building and maintaining strong relationships with clients and stakeholders to foster trust and collaboration
- Coaching and mentoring team members to enhance their technical skills and professional growth
- Collaborating with diverse teams to deliver comprehensive tax solutions and drive project success
- Contributing to the development of innovative tax services and solutions within the asset and wealth management sector
What You Must Have
- At least a Bachelor's degree
- At least 6 years of experience
- At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- Leveraging advanced analytical thinking in tax compliance
- Demonstrating proficiency in corporate tax planning and strategy
- Navigating complex cross-border tax engagements effectively
- Excelling in financial statement analysis and review
- Initiating and leading strategic questioning to drive solutions
- Building trust through open conversations with stakeholders
- Thriving in environments that embrace change and innovation

Travel Requirements

Up to 20%

Job Posting End Date

The salary range for this position is: $124,000 - $335,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glanceAs PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

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About pwc

Sourced by ZipRecruiter

We know that the future success of our firm is contingent on equitable experiences for our people. From recruitment to partnership, we’re working hard to give every person an equitable opportunity to grow and to thrive as part of our community of solvers. We understand that establishing and maintaining a fair, equitable and welcoming environment for all people requires building a culture of belonging: a shift from awareness to empathy — while demonstrating inclusive leadership that cultivates trust among our people and our clients. PwC is committed to advancing diversity, equity and inclusion (DEI) through an evidence-based strategy designed to achieve well-defined and meaningful aspirational goals. Our aim is to solve problems for the long term, as that is how we build trust and continue to build on our culture of belonging. At the core of this endeavor are stated goals and a series of linked programs enabling targeted interventions at key moments in our employees’ career trajectories.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

London, London, UK