Associate Financial Planner – Planning & Client Growth

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision coverage

401(k) retirement

Maternity/Paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Wealth Management seeks an Associate Financial Planner to assist client-facing colleagues in delivering financial plans and proposals. You will learn planning software, decipher client documentation, and identify opportunities to enhance client outcomes.

From this role, you will gain experience in wealth management concepts, account types, insurance, and investments while supporting a scalable planning process.

Qualifications

• General understanding of basic wealth management terms.
• 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

• Create financial plans.
• Create product and service proposals.
• Collaborate with Wealth Advisors to deliver high-quality advice to clients.
• Learn and use financial planning software platforms.
• Analyze client discovery documentation to identify opportunities.

Skills

Wealth mgmt terms

Time management

Teamwork

Willingness to test

Education

Bachelor's in Finance

Job description

Citizens Wealth Management seeks an Associate Financial Planner to assist client-facing colleagues in delivering financial plans and proposals. You will learn planning software, decipher client documentation, and identify opportunities to enhance client outcomes.

From this role, you will gain experience in wealth management concepts, account types, insurance, and investments while supporting a scalable planning process.