Private Wealth, Financial Planning Specialist (BG Wealth Partners)

Citizens; San Francisco (CA); Sur place; USD 77 000 - 117 000; Plein temps

Résumé du poste

Citizens’ Private Wealth team seeks a Financial Planning Specialist to develop and deliver comprehensive personal financial plans for clients and prospects. You will work with wealth advisors to strengthen client outcomes, drive assets under management, and apply tax knowledge to broader wealth strategies.

The role emphasizes client discovery, goal setting, scenario analysis, and ongoing plan monitoring, with salary range $77,000–$117,000 plus incentive earnings.

Qualifications

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

Responsabilités

• Work with assigned Private Wealth Advisors / Wealth Managers to develop, maintain, update, present, and execute comprehensive financial plans for 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.

Connaissances

Personal financial planning

Tax knowledge

Client discovery

Goal setting

Formation

Bachelor's degree

CFP preferred

CPA preferred

2–4 years experience

Description du poste

Description

As a member of BG Wealth Partners, a Private Wealth team at Citizens, the Financial Planning Specialist will help strengthen and broaden our financial planning capabilities, supporting sophisticated clients with comprehensive planning needs. The Financial Planning Specialist will help client-facing colleagues produce strong client outcomes and win new assets under management by assisting with the development and execution of personal financial plans for clients and prospects.

The incumbent will use their experience in the development, execution, and delivery of comprehensive financial plans, with a strong understanding of personal tax considerations and how they influence broader wealth planning strategies. A CPA is preferred; candidates with deep personal tax knowledge will also be strongly considered. The candidate must have strong working knowledge in all areas of the personal financial planning process, including client discovery, goal setting, resource assessment, gap analysis, scenario analysis, recommendations, presentation, monitoring, and review.

Responsibilities Include But Are Not Limited To

• 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.

Qualifications, Education And Registrations

• 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.

Work Schedule

Schedule: Monday - Friday

Hours: 40

FLSA: Exempt/Salaried

Pay Transparency

The salary range for this position is $77,000.00-$117,000.00 plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us

At Citizens, you’ll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Posting End Date: 11/30/2026