Financial Planning Associate – Client Plans & Proposals

Citizens; New Jersey; Hybride; USD 44 000 - 52 000; Plein temps

Résumé du poste

The Associates Financial Planner role at Citizens Wealth Management supports client-facing colleagues in executing personal financial plans and client proposals, expanding planning capacity and delivering scalable solutions. You will learn planning software platforms, interpret discovery documentation, and help diagnose client data to spot opportunities.

This role emphasizes teamwork, time management, and a proactive approach to refining processes while supporting Wealth Advisors in delivering

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.

Responsabilités

• The creation of financial plans
• The creation of product and services proposals
• Support Wealth Advisors to deliver a high-quality advice experience for their client

Connaissances

Time management

Partnering & teamwork

Test & learn

Formation

Bachelor's Degree in Finance/Personal Finance/Wealth Management

Description du poste

The Associates Financial Planner role at Citizens Wealth Management supports client-facing colleagues in executing personal financial plans and client proposals, expanding planning capacity and delivering scalable solutions. You will learn planning software platforms, interpret discovery documentation, and help diagnose client data to spot opportunities.

This role emphasizes teamwork, time management, and a proactive approach to refining processes while supporting Wealth Advisors in delivering