Puerto Rico Certified Financial Planner

A company is looking for a Financial Planner located in Puerto Rico. Key Responsibilities Meet and engage with clients remotely to provide guidance on financial topics Advise on and adapt financial planning methodologies relevant to Puerto Rico Participate in team meetings to enhance the digital experience and lead engagement campaigns Required Qualifications Active Certified Financial Planner (CFP) designation Fluent in English and Spanish, both written and spoken Passion for educating individuals about financial management Ability to multitask and prioritize work effectively Experience in various areas of personal finance, including retirement and budgeting