Private Wealth Financial Planner — Drive Client Plans

Citizens Bank; Village of Tarrytown (NY); Sur place; USD 77 000 - 117 000; Plein temps

Avantages offerts par ce poste

Medical Insurance

Dental Insurance

Vision Insurance

Retirement benefits

Parental leave

Flexible work arrangements

Education reimbursement

Wellness programs

Résumé du poste

Citizens Bank in New York is seeking a Financial Planner to join our private wealth team. You will assist with developing, executing, and presenting comprehensive financial plans for clients and prospects, partnering with client-facing advisors to deliver outcomes that win assets under management.

You will support annual client reviews, expand planning opportunities, and help advisors broaden relationships by uncovering unmet needs while maintaining quality standards of plans.

Qualifications

• 2-4 years of relevant experience in finance, accounting and FP&A, banking/financial services.
• Strong analytical and problem-solving abilities.
• Adaptability and ability to execute independently.

Responsabilités

• Work with assigned private wealth advisors/wealth managers to help them develop, maintain, update, present and execute financial plans to their clients.
• Proactively create and deliver plan 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 the assigned financial advisors 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.

Connaissances

Analytical thinking

Problem solving

Adaptability

Independent execution

Description du poste

Citizens Bank in New York is seeking a Financial Planner to join our private wealth team. You will assist with developing, executing, and presenting comprehensive financial plans for clients and prospects, partnering with client-facing advisors to deliver outcomes that win assets under management.

You will support annual client reviews, expand planning opportunities, and help advisors broaden relationships by uncovering unmet needs while maintaining quality standards of plans.