Job Details

A company is looking for a Financial Planner located in Puerto Rico.Key ResponsibilitiesMeet and engage with clients remotely to provide guidance on financial topicsAdvise on and adapt financial planning methodologies relevant to Puerto RicoParticipate in team meetings to enhance the digital experience and lead engagement campaignsRequired QualificationsActive Certified Financial Planner (CFP) designationFluent in English and Spanish, both written and spokenPassion for educating individuals about financial managementAbility to multitask and prioritize work effectivelyExperience in various areas of personal finance, including retirement and budgeting