Popular Bank
WA
Position Title: Financial Planner Date: Apr 27, 2026 Location: San Juan, PR Company: Popular Bank General Description Analyze the financial situation of a client, through a holistic approach, to identify risks and opportunities and develop the financial strategies needed to help clients to achieve their needs and goals. Essential Duties and Responsibilities • Meeting with clients and use the financial planning methodology to advise and assist them on how to achieve their financial objectives, considering their life cycle stage, actual financial situation, and needs. Increase customer relationships, services, products, and profitability. • Offer advice in an integrated manner, through the collaboration of work teams composed of employees from different specialties or lines of business of the Bank and other Popular companies. • Develop and maintain relationships of trust and loyalty Education Bachelor’s in business administration with...