Private Wealth, Financial Planning Specialist (BG Wealth Partners)
About The Position
As a member of BG Wealth Partners, a Private Wealth team at Citizens, the Financial Planning Specialist strengthens and broadens the organization’s financial planning capabilities while supporting sophisticated clients with comprehensive planning needs. The role assists client-facing colleagues with developing and executing personal financial plans for clients and prospects to support strong client outcomes and win new assets under management. The specialist applies experience in developing, executing, and delivering comprehensive financial plans, including a strong understanding of personal tax considerations and their influence on broader wealth planning strategies. The position requires working knowledge of the full personal financial planning process, including client discovery, goal setting, resource assessment, gap analysis, scenario analysis, recommendations, presentation, monitoring, and review. The specialist works with assigned Private Wealth Advisors and Wealth Managers to develop and maintain client plans, identify planning opportunities, support relationship growth, and ensure plans meet quality standards.
Requirements
- Bachelor’s degree required.
- 2–4 years of relevant experience.
- Strong knowledge of personal financial planning, including the impact of personal tax considerations on a client’s broader wealth strategy.
Nice To Haves
- CFP designation preferred, or CFP in progress.
- CPA preferred.
- Candidates with deep personal tax knowledge and experience will also be strongly considered.
Responsibilities
- Work with assigned Private Wealth Advisors and Wealth Managers to develop, maintain, update, present, and execute comprehensive financial plans for their clients.
- Proactively create 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 Private Wealth Advisors and Wealth Managers identify opportunities to broaden and deepen client relationships.
- Uncover new opportunities through discovery of unmet client needs.
- Ensure developed plans meet quality standards.
- Apply personal tax knowledge to identify planning considerations and opportunities within clients’ broader financial plans.
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 policy exceeding mandatory paid sick or paid time-away policies in every local and state jurisdiction in the United States
- Opportunity to earn additional incentive earnings
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
