Associate Financial Planner: Create Personal Financial Plans

Citizens Bank; Johnston (RI); On-site; USD 44,000 - 52,000; Full time

Job summary

Citizens Bank Wealth Management seeks an Associate Financial Planner to help client-facing colleagues execute personal financial plans and proposals for clients and prospects. You will learn to navigate planning software, interpret client discovery, and identify opportunities to grow assets under management, contributing to scalable planning solutions.

The role emphasizes time management, teamwork, and willingness to test new methods to deliver high-quality financial advice with the Wealth

Qualifications

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

Responsibilities

• The creation of financial plans.
• The creation of product and services proposals.
• Assist Citizens Securities, Inc colleagues in delivering high‑quality advice.
• Learn to navigate various financial planning software platforms.
• Decipher client discovery documentation and spot opportunities.

Skills

Time management

Partnering & teamwork

Willingness to test & learn

Openness to testing & improving

Financial services terms knowledge

Education

Bachelor's Degree in Finance, Personal Finance, Wealth Management preferred

Job description

Citizens Bank Wealth Management seeks an Associate Financial Planner to help client-facing colleagues execute personal financial plans and proposals for clients and prospects. You will learn to navigate planning software, interpret client discovery, and identify opportunities to grow assets under management, contributing to scalable planning solutions.

The role emphasizes time management, teamwork, and willingness to test new methods to deliver high-quality financial advice with the Wealth