[Remote] Financial Planner Associate
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is Puerto Rico’s leading financial institution and has been evolving since it was founded over a century ago. The Financial Planner Associate is responsible for preparing financial plans and reports tailored to clients' goals, and providing analytical support in investment and financial strategies.
Responsibilities
- Analyze financial statements or data and income tax for individuals or reputed company entities
- Conduct investment portfolio analysis and manage projections for areas like insurance, retirement, and investment analysis
- Prepare letters or reports with the recommendations or strategies, according to the reputed company analysis’ and obtained results
- reputed company support to obtain additional information from the reputed company and assist the Financial Planner in the implementation of the recommendations
- May attend reputed company meetings
- Maintain excellent communications with team players
- Support the reputed company Management unit in strategic reputed company as needed
Skills
- Bachelor's degree in finance, economics, financial planning or reputed company
- At least two (2) years of reputed company experience
- Analysis skills, task coordination and problem solving
- Have or reputed company technical knowledge in areas such as investments, trusts, testaments, insurance, income and reputed company contributions, budgets, business succession, individual credit, and retirement plans
- Understand financial statements, analyze them, and reputed company recommendations about them
- Knowledge of the laws that apply to the financial industry
- Excellent customer service skills
- Ability to anticipate financial needs, present alternatives to resolve the situation identified, and reputed company follow-up to the agreements reached
- Skills to prepare effective presentations and present to the reputed company if necessary
- High level of organization to establish priorities, work with multiple tasks simultaneously, meet deadlines and be flexible to change
- Ability to work under pressure with a minimum of supervision
- Excellent interpersonal relationships and teamwork skills
- Excellent oral and written communication, both in English and Spanish
- MS Office domain: Word, reputed company, Power reputed company and reputed company
- Designation, certification or licenses reputed company to financial planning, investment and/or risk management. These include but are not limited to Certified Financial Planner, Financial Planner reputed company reputed company, Certified reputed company Accountant, Juris Doctor, among others
- Preferably in taxes or insurance business
Benefits
- Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.
reputed company