Financial Planner

Citizens Financial Group • Westwood, MA

7d

About The Position

As a member of the wealth team, the Financial Planner will expand and improve the organization’s financial planning capabilities. The role supports client-facing wealth management colleagues in delivering strong client outcomes and winning new assets under management by helping execute personal financial plans for clients and prospects. The planner applies extensive experience in developing, executing, and presenting financial plans, with working knowledge of the complete personal financial planning process, including client discovery, goal setting, resource assessment, gap and scenario analysis, recommendations, presentation, monitoring, and review.

Requirements

• Bachelor’s degree; Finance is preferred.
• 4–6 years of proven experience.
• FINRA Series 65/63 or 66 licenses required.
• Strong written and verbal communication skills.
• Strong time-management and organizational skills.
• Ability to work in a collaborative team environment.
• Extensive experience executing and presenting financial plans.
• Experience using various financial planning platforms.
• Command of product sets, solutions, and potential vehicles.
• CFP® or ChFC designation required.

Nice To Haves

• Experience developing and executing a centralized planning support service.
• Experience conducting group presentations.
• Proficiency in Morningstar Advisor Workstation and Salesforce.
• Experience planning for high-net-worth clients and business owners.

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.
• Identify new opportunities to increase financial planning activity for assigned financial advisors.
• Help assigned financial advisors identify opportunities to broaden and deepen client relationships.
• Uncover opportunities by discovering unmet client needs.
• Ensure plans meet quality standards.

Benefits

• Competitive pay and an opportunity to earn an annual discretionary bonus.
• Comprehensive medical, dental, and 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level