Associate Financial Planner

Citizens Bank•United States,

7d•$32 - $38

About The Position

The Associate Financial Planner supports Citizens Wealth Management’s financial planning capacity and helps deliver personal financial planning solutions at scale. The role assists client-facing colleagues at Citizens Securities, Inc. with creating financial plans and proposals for clients and prospects, supporting client outcomes and new assets under management. The Associate Financial Planner learns to use various financial planning software platforms, interpret client discovery documentation, and assess personal financial planning data to identify opportunities.

Requirements

Proficiency in time management.
Ability to partner and work as part of a team.
Willingness to test and learn new methods and approaches for creating financial plans and proposals.
Openness to testing and improving processes and procedures.
Understanding of basic financial services terms, account types, insurance, and investment concepts.
A bachelor's degree in Finance, Personal Finance, or Wealth Management is preferred.

Nice To Haves

Bachelor's degree in Finance, Personal Finance, or Wealth Management.

Responsibilities

Create financial plans.
Create product and services proposals.
Support client-facing Citizens Securities, Inc. colleagues in executing personal financial plans and preparing proposals for clients and prospects.
Learn to navigate financial planning software platforms and assess client discovery documentation and financial planning data to identify opportunities.

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 requirements in every local and state jurisdiction in the United States.