Financial Planning Associate: Create Plans & Proposals

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

Job summary

Citizens Wealth Management is seeking an Associate Financial Planner to support client-facing colleagues in producing financial plans and proposals. You will learn to navigate planning software, analyze client discovery data, and identify opportunities to expand planning capacity and asset growth.

The role emphasizes collaboration with Citizens Securities, Inc. teams, enabling scalable planning solutions and comprehensive client outcomes.

Qualifications

• Bachelor's degree in Finance, Personal Finance, Wealth Management preferred.
• Time management is important.
• Willingness to test and learn new approaches to the creation of financial plans and proposals.

Responsibilities

• Create financial plans.
• Create product and services proposals.
• Collaborate with Wealth Advisors to deliver high-quality advice to clients.
• Test and learn new methods to improve processes and client outcomes.
• Understand basic financial services terms, account types, insurance and investment concepts.

Skills

Time management

Teamwork

Willingness to learn

Financial concepts

Education

Bachelor's degree in Finance/Wealth Management

Job description

Citizens Wealth Management is seeking an Associate Financial Planner to support client-facing colleagues in producing financial plans and proposals. You will learn to navigate planning software, analyze client discovery data, and identify opportunities to expand planning capacity and asset growth.

The role emphasizes collaboration with Citizens Securities, Inc. teams, enabling scalable planning solutions and comprehensive client outcomes.