Associate Financial Planner

Citizens Bank•Johnston, RI

7d•$32 - $38

About The Position

The Associate Financial Planner supports Citizens Wealth Management’s effort to expand financial planning capacity and deliver personal financial planning solutions at scale. The role assists client-facing Citizens Securities, Inc. colleagues with creating financial plans and proposals for clients and prospects, helping advisors deliver high-quality advice and win new assets under management. The associate will learn to navigate financial planning software platforms and review client discovery documentation to assess personal financial planning data and identify opportunities.

Requirements

Strong time-management skills.
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 perfecting new processes and procedures.
Understanding of basic financial services terms, account types, insurance, and investment concepts.

Nice To Haves

Bachelor’s degree in Finance, Personal Finance, or Wealth Management preferred.

Responsibilities

Create financial plans.
Create product and services proposals.
Help client-facing colleagues execute personal financial plans and proposals for clients and prospects.
Learn financial planning software platforms and assess client discovery documentation and planning data to identify opportunities.
Partner with Wealth Advisors to help deliver high-quality advice experiences.
Test, learn, and improve planning methods, processes, and procedures.

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 the mandatory paid sick or paid time-away policy of every local and state jurisdiction in the United States.