Financial Planner: Flexible Hours & Wealth Planning

Citizens Financial; United States; On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

Retirement benefits

Education reimbursement

Flexible work arrangements

Job summary

Citizens Financial in the United States seeks a Financial Planner to collaborate with Wealth Advisors, develop and execute client financial plans, and drive growth through comprehensive planning. The role emphasizes high-quality plans, client engagement, and cross-team collaboration.

The candidate should bring 4–6 years of planning experience, FINRA licenses, and professional credentials (CFP/CHFC) to support strategic financial guidance for clients and prospects.

Qualifications

• Bachelor's degree in Finance preferred.
• 4-6 years proven experience in financial planning.
• FINRA Series 65/63 or 66 licenses required.
• Excellent written and verbal communication skills.
• Excellent time management and organizational skills.
• Ability to work in a collaborative team environment.
• Extensive experience with execution and presentation of financial plans.
• CFP or CHFC designation required.

Responsibilities

• Work with Wealth Advisors to develop and execute client financial plans.
• Deliver plan presentations and support annual client reviews.
• Help achieve sales objectives through planning processes.
• Identify new opportunities to expand planning for advisors’ clients.
• Assist advisors in broadening and deepening client relationships.
• Uncover unmet client needs to drive planning opportunities.
• Ensure plans meet quality standards.

Skills

Communication skills

Time management

Team collaboration

Financial planning expertise

Education

Bachelor's degree in Finance

CFP or CHFC designation

Tools

Morningstar Advisor Workstation

Salesforce

Job description

Citizens Financial in the United States seeks a Financial Planner to collaborate with Wealth Advisors, develop and execute client financial plans, and drive growth through comprehensive planning. The role emphasizes high-quality plans, client engagement, and cross-team collaboration.

The candidate should bring 4–6 years of planning experience, FINRA licenses, and professional credentials (CFP/CHFC) to support strategic financial guidance for clients and prospects.