Financial Planner

Citizens•Westwood, MA

7d•$80,000 - $100,000

About The Position

As a member of the wealth team, the Financial Planner will increase, broaden, and improve the organization’s planning capabilities. The role supports client-facing wealth management colleagues in producing strong client outcomes and winning new assets under management by assisting with the execution of personal financial plans for clients and prospects. The Financial Planner uses extensive experience in developing, executing, and delivering financial plans. The role requires strong working knowledge across the personal financial planning process, including client discovery, goal setting, resource assessment, gap and scenario analysis, recommendations, presentations, monitoring, and review.

Requirements

Bachelor’s degree; Finance preferred.
4–6 years of proven experience.
FINRA Series 65/63 or 66 licenses required.
CFP® or CHFC designation required.
Excellent written and verbal communication skills.
Excellent time management and organizational skills.
Ability to work in a collaborative team environment.
Extensive experience with the execution and presentation of financial plans.
Experience utilizing various financial planning platforms.
Command of all product sets and solutions or potential vehicles.
Experience conducting group presentations.

Nice To Haves

Experience with development and execution of a centralized planning support service.
Proficiency in Morningstar Advisor Workstation and Salesforce.
Experience with planning for high-net-worth clients and business owners.
Bachelor’s degree in Finance.

Responsibilities

Work with assigned Wealth Advisors to develop, maintain, update, present, and execute financial plans for their clients.
Proactively build and deliver plans for annual client reviews.
Achieve sales objectives through the financial planning process.
Find new opportunities to drive additional financial planning for assigned financial advisors.
Help assigned financial advisors find opportunities to broaden and deepen client relationships.
Uncover new opportunities through discovery of unmet client needs.
Ensure plans meet quality standards.

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 that exceeds the mandatory paid sick or paid time-away policy of every local and state jurisdiction in the United States.
Opportunity to earn an annual discretionary bonus.