Private Wealth Financial Planner – CFP/CPA Preferred

Citizens Financial; United States; On-site; USD 77,000 - 117,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Retirement benefits

Maternity/Paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Financial invites applications for a Financial Planning Specialist within BG Wealth Partners, Private Wealth. You will support client-facing colleagues by developing and executing personal financial plans for clients and prospects, strengthening our planning capabilities and helping win assets under management.

You will bring a CPA or deep personal tax knowledge, 2–4 years experience, and a strong grasp of the full planning process from discovery to review, with regular Monday–Friday

Qualifications

• Bachelor's degree required.
• CFP preferred (or CFP in progress).
• CPA preferred; candidates with deep personal tax knowledge and experience will also be strongly considered.
• 2-4 years of relevant experience.
• Strong knowledge of personal financial planning, including the impact of personal tax considerations on a client's broader wealth strategy.

Responsibilities

• Work with assigned Private Wealth Advisors / Wealth Managers to help them develop, maintain, update, present, and execute comprehensive financial plans for their clients.
• Proactively create and deliver plans for annual client reviews.
• Achieve sales objectives through the financial planning process.
• Find new opportunities to drive additional financial planning for assigned Financial Advisors.
• Help assigned Private Wealth Advisors / Wealth Managers identify opportunities to broaden and deepen relationships with their clients.
• Uncover new opportunities through discovery of unmet client needs.
• Ensure the plans being developed meet our quality standards.
• Apply strong personal tax knowledge to help identify planning considerations and opportunities as part of clients' broader financial plans.

Skills

Personal financial planning

Tax considerations

Client discovery

Communication with clients

Education

Bachelor's degree

CFP preferred

CPA preferred

Job description

Citizens Financial invites applications for a Financial Planning Specialist within BG Wealth Partners, Private Wealth. You will support client-facing colleagues by developing and executing personal financial plans for clients and prospects, strengthening our planning capabilities and helping win assets under management.

You will bring a CPA or deep personal tax knowledge, 2–4 years experience, and a strong grasp of the full planning process from discovery to review, with regular Monday–Friday