Associate Financial Planner
About The Position
The Associate Financial Planner supports Citizens Wealth Management’s financial planning strategy by helping expand planning capacity and deliver personal financial planning solutions at scale. The role assists client-facing Citizens Securities, Inc. colleagues with executing financial plans and preparing proposals for clients and prospects, supporting strong client outcomes and new assets under management. The Associate Financial Planner learns to use financial planning software platforms and to interpret client discovery documentation, assess planning data, and identify opportunities.
Requirements
- General understanding of basic wealth management terms.
- Understanding of basic financial services terms, account types, insurance, and investment concepts.
- Time management skills.
- Ability to partner and work as part of a team.
- Willingness to test and learn new methods and approaches and to refine processes and procedures.
Nice To Haves
- Bachelor’s degree in Finance, Personal Finance, or Wealth Management preferred.
Responsibilities
- Create financial plans.
- Create product and services proposals.
- Partner with Wealth Advisors and other colleagues to help deliver a high-quality advice experience for clients.
- Learn and use financial planning software platforms.
- Interpret client discovery documentation and assess and diagnose personal financial planning data to identify areas of opportunity.
- Manage time effectively and work collaboratively as part of a team.
- Test and learn new methods, approaches, processes, and procedures for creating financial plans and proposals.
- Apply an understanding of basic financial services terms, account types, insurance, and investment concepts.
Benefits
- Competitive pay.
- Comprehensive medical coverage.
- Dental coverage.
- Vision coverage.
- Retirement benefits.
- Maternity and paternity leave.
- Flexible work arrangements.
- Education reimbursement.
- Wellness programs.
- Paid time off exceeding mandatory paid sick or paid time-away policies in every local and state jurisdiction in the United States.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
