Financial Planning Associate: Build Plans & Proposals

Citizens Bank; West Conshohocken (PA); Presencial; USD 44.000 - 52.000; Jornada completa

Descripción de la vacante

Citizens Bank is seeking an Associate Financial Planner to support Wealth Advisors by executing personal financial plans and proposals for clients and prospects. You will learn planning software platforms and interpret client discovery data to spot opportunities for improved outcomes.

The role emphasizes teamwork, learning, and expanding planning capabilities across the organization with a 40-hour work week, Monday–Friday, in a client-focused environment.

Formación

• General understanding of basic wealth management terms required.
• Bachelor's Degree in Finance, Personal Finance, Wealth Management preferred.
• Time management skills required; willingness to test and learn new approaches to financial plans.

Responsabilidades

• Create financial plans for clients.
• Create product and services proposals for clients and prospects.
• Work closely with Wealth Advisors to deliver high-quality advice.

Conocimientos

Time management

Partnering & teamwork

Willingness to test & learn

General wealth management terms

Understanding of basic financial terms

Educación

Bachelor's Degree in Finance/Wealth Management

Descripción del empleo

Citizens Bank is seeking an Associate Financial Planner to support Wealth Advisors by executing personal financial plans and proposals for clients and prospects. You will learn planning software platforms and interpret client discovery data to spot opportunities for improved outcomes.

The role emphasizes teamwork, learning, and expanding planning capabilities across the organization with a 40-hour work week, Monday–Friday, in a client-focused environment.