Private Wealth, Financial Planning Specialist (BG Wealth Partners)

Citizens • San Francisco, CA

3d • $77,000 - $117,000

About The Position

As a member of BG Wealth Partners, a Private Wealth team at Citizens, the Financial Planning Specialist strengthens and broadens the team’s financial planning capabilities. The role supports sophisticated clients with comprehensive planning needs and helps client-facing colleagues produce strong client outcomes and win new assets under management by assisting with the development and execution of personal financial plans for clients and prospects.

The specialist uses experience in developing, executing, and delivering comprehensive financial plans, along with a strong understanding of personal tax considerations and how they affect broader wealth-planning strategies. The position requires working knowledge across the personal financial planning process, including client discovery, goal setting, resource assessment, gap and scenario analysis, recommendations, presentation, monitoring, and review. A CPA is preferred, and candidates with deep personal tax knowledge will also be strongly considered.

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.
• Working knowledge of the personal financial planning process, including client discovery, goal setting, resource assessment, gap analysis, scenario analysis, recommendations, presentation, monitoring, and review.

Nice To Haves

• CFP 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 by discovering unmet client needs.
• Ensure plans meet quality standards.
• Apply personal tax knowledge to identify planning considerations and opportunities within clients’ broader financial plans.

Benefits

• Competitive pay.
• Comprehensive medical, dental, and 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.
• Opportunity to earn additional incentive earnings.

What This Job Offers

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