Associate Financial Planner — Flexible, Impactful Planning

Citizens; Massachusetts; Hybrid; USD 44,000 - 52,000; Full time

Benefits offered by this job

Medical, Dental & Vision coverage

Retirement benefits

Education reimbursement

Flexible work arrangements

Job summary

Citizens Wealth Management is seeking an Associate Financial Planner to assist client-facing teams in executing personal financial plans and proposals. You will learn to navigate planning software, review discovery documentation, and identify opportunities to improve client outcomes.

The role supports 40-hour weeks, Monday through Friday, with pay between $32 and $38 per hour. Citizens offers comprehensive benefits and a strong development path in wealth management.

Qualifications

• 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

Responsibilities

• The creation of financial plans
• The creation of product and services proposals
• Willingness to test & learn new methods to help our Wealth Advisors deliver a high-quality advice experience for their client

Skills

Time management

Partnering & teamwork

Test & learn

Continuous improvement

Financial terms knowledge

Education

Bachelor's Degree in Finance

Job description

Citizens Wealth Management is seeking an Associate Financial Planner to assist client-facing teams in executing personal financial plans and proposals. You will learn to navigate planning software, review discovery documentation, and identify opportunities to improve client outcomes.

The role supports 40-hour weeks, Monday through Friday, with pay between $32 and $38 per hour. Citizens offers comprehensive benefits and a strong development path in wealth management.