***El Comeback is a non-profit program from ConPRmetidos that attracts and retains professional talent for Puerto Rico-based jobs. Register at elcomebackpr.org/registration-form to get matched with professional opportunities on the island. Candidates' searches for positions posted by El Comeback are done on behalf of companies that we support in their search for candidates.***

Consulting Firm

The ideal candidate should have experience in investments, financial planning, and strategic and operating performance on wealth management.

What you will do:

• Business acumen to provide financial strategy recommendations of short- and long-term financial goals
• Provide financial services management tailored to different needs
• Develop comprehensive financial planning analysis, cash management strategies, ensuring proper resource allocation.
• Recommendations for financial activities, risk management strategies, cash management, taxes, investment, insurance, and overall wealth management initiatives.
• Advise on financial opportunities.
• Provide Financial Planning Programs including investment portfolios, insurance, tax planning

Experience:

• Overall understanding of business financials
• Supervisory experience
• 10 plus years of experience in financial planning, financial management or Directors equivalent experience

Education:

• Bachelor degree in business, accounting, or finance.
• MBA Preferred
• CPA and or CFP certifications preferred.

Knowledge, Skills, and Abilities:

• Knowledge of accounting, finance, financial planning and wealth management.
• Strong strategic and business acumen