Associate Financial Planner - Plan & Proposals Expert

Citizens; New York (NY); Hybrid; USD 44,000 - 52,000; Full time

Benefits offered by this job

Competitive pay

Medical, dental and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

The Citizens Wealth Management team seeks an Associate Financial Planner to support scalable personal financial planning and expand our capacity to deliver planning solutions. You will assist client-facing Citizens Securities, Inc.

colleagues by executing financial plans and client proposals, and learning planning software to interpret discovery data. Ideal candidates have a basic understanding of wealth management terms and a willingness to learn.

Qualifications

• General understanding of basic wealth management terms.
• Bachelor's Degree in Finance or related field preferred.
• Time management skills.

Responsibilities

• Create comprehensive personal financial plans.
• Develop product and service proposals for clients.
• Demonstrate time management and teamwork to support Wealth Advisors.
• Be open to testing and refining new processes.

Skills

Time management

Test and learn

Teamwork

Education

Bachelor's Degree in Finance

Job description

The Citizens Wealth Management team seeks an Associate Financial Planner to support scalable personal financial planning and expand our capacity to deliver planning solutions. You will assist client-facing Citizens Securities, Inc.

colleagues by executing financial plans and client proposals, and learning planning software to interpret discovery data. Ideal candidates have a basic understanding of wealth management terms and a willingness to learn.