Top 1 Finance coordinator Jobs in San Juan Pr

Financial Planning Coordinator / Paraplanner
MassMutual Puerto Rico —San Juan, PR
- $35,000 - $45,000 a year
- Full-time
- Microsoft Outlook
- Bachelor of Science
- Mid-level
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Financial Planning Coordinator / Paraplanner
MassMutual Puerto Rico —San Juan, PR
Bachelor’s degree (BA/BS) in Finance, Financial Planning, Accounting, Business Administration, Economics, or a related field. Life and Health Insurance License.
$35,000 - $45,000 a year
Quick Apply

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Financial Aid Coordinator
MCC Holdings Group LLC —Columbus, OH
Minimum 2-3 years' experience in a related field. Coordinator provides loan advisement to students and has an understanding of state and accrediting body…
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Valor Christian College - Student Financial Services Coordinator
Valor Christian College —Canal Winchester, OH
Keep current on federal and state financial aid programs, including interpretation, implementation, and compliance regulations, procedures and eligibility…

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Financial Planning Coordinator / Paraplanner

MassMutual Puerto Rico -
San Juan, PR

Quick Apply

Job Details

Full-time
$35,000 - $45,000 a year

Qualifications

Microsoft Outlook
Bachelor of Science
Spreadsheets
Series 7
Bachelor's degree
Business Administration
Series 63

Full Job Description

Position Summary

MassMutual is seeking a highly organized, detail-oriented, and client-focused Financial Planning Coordinator / Paraplanner to support our financial advisors throughout the financial planning process. This role is responsible for gathering, analyzing, and organizing client financial information, preparing documentation, and assisting in the development of comprehensive financial plans.

The ideal candidate is passionate about financial planning, possesses strong analytical skills, and is committed to delivering exceptional client service.

Key Responsibilities

Collect, organize, and maintain client financial information, including assets, liabilities, income, expenses, insurance coverage, and investment accounts.
Manage the financial planning data-gathering process and follow up with clients to obtain required documentation.
Prepare financial summaries, reports, and supporting materials for advisors.
Review client information to ensure accuracy, completeness, and compliance with company standards.
Maintain organized and up-to-date client records and files.
Assist advisors in preparing for client meetings and presentations.
Coordinate administrative and operational tasks related to financial planning.
Collaborate with advisors and internal teams to help deliver an exceptional client experience.
Support special projects and other planning-related initiatives as needed.

Qualifications

Bachelor’s degree (BA/BS) in Finance, Financial Planning, Accounting, Business Administration, Economics, or a related field.
Minimum of 2 years of experience in financial services, financial planning, banking, wealth management, insurance, or a related industry.
Strong understanding of financial planning concepts, investments, retirement planning, and insurance solutions.
Proficiency in Microsoft Office Suite, particularly Excel, Word, and Outlook.
Excellent analytical, organizational, and communication skills.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Preferred Licenses & Certifications

Candidates holding or actively pursuing any of the following credentials are strongly preferred:

CFP® (Certified Financial Planner™) or CFP® candidate.
ChFC® (Chartered Financial Consultant®).
RICP® (Retirement Income Certified Professional®).
CLU® (Chartered Life Underwriter®).
Life and Health Insurance License.
FINRA Licenses (Series 6, Series 7, Series 63, or Series 65), when applicable.

If you are passionate about financial planning and enjoy helping advisors create impactful financial strategies for clients, we encourage you to apply today.

Pay: $35,000.00 - $45,000.00 per year

Work Location: In person

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Financial Planning Coordinator / Paraplanner

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