Associate Financial Planner

Citizens Securities, Inc; Westwood (MA); On-site; USD 44,000 - 52,000; Full time

Job summary

Citizens Wealth Management is seeking an Associate Financial Planner to support client-facing colleagues in producing financial plans and proposals. You will learn to navigate planning software, analyze client discovery data, and identify opportunities to expand planning capacity and asset growth.

The role emphasizes collaboration with Citizens Securities, Inc. teams, enabling scalable planning solutions and comprehensive client outcomes.

Qualifications

• Bachelor's degree in Finance, Personal Finance, Wealth Management preferred.
• Time management is important.
• Willingness to test and learn new approaches to the creation of financial plans and proposals.

Responsibilities

• Create financial plans.
• Create product and services proposals.
• Collaborate with Wealth Advisors to deliver high-quality advice to clients.
• Test and learn new methods to improve processes and client outcomes.
• Understand basic financial services terms, account types, insurance and investment concepts.

Skills

Time management

Teamwork

Willingness to learn

Financial concepts

Education

Bachelor's degree in Finance/Wealth Management

Job description

Description

The utilization & execution of personal financial planning to add additional value and produce great outcomes for our clients is central to our strategy at Citizens Wealth Management. We are seeking candidates that can help us expand our planning capacity and execute additional financial planning solutions in a scalable manner. The Associate Financial Planner will help the client facing Citizens Securities, Inc colleagues produce great outcomes and win new assets under management by assisting them with the execution of personal financial plans, and proposals for clients and prospects. The person in this role will learn how to navigate various financial planning software platforms. They will also learn how to decipher client discovery documentation and assess and diagnose personal financial planning data to spot areas of opportunity.

Responsibilities

• The creation of financial plans
• The creation of product and services proposals
• The ideal candidate needs to be proficient in the following areas:
• Time management
• Partnering & teamwork
• Willingness to test & learn new methods to help our Wealth Advisors deliver a high-quality advice experience for their client
• Openness to testing and perfecting new processes and procedures
• Understanding of basic financial services terms, account types, insurance and investment concepts

Qualifications, Education, Certifications and/or Other Professional Credentials

• Bachelor's Degree in Finance, Personal Finance, Wealth Management preferred
• Time management
• Willingness to test and learn new approaches to the creation of financial plans and proposals

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: Monday - Friday

Pay Transparency

The range for this position is $32.00 - $38.00 per hour. Actual pay is based on various factors including but not limited to the budget,
work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work
arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid
time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit
https://jobs.citizensbank.com/benefits

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.