Private Wealth, Financial Planning Specialist (BG Wealth Partners)

Citizens Bank; San Francisco (CA); Presencial; USD 77 000 - 117 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive pay

Medical, dental & vision coverage

Retirement benefits

Education reimbursement

Wellness programs

Resumo da oferta

Citizens Bank’s BG Wealth Partners seeks a Financial Planning Specialist to strengthen our personal financial planning capabilities for sophisticated clients. You will assist with developing and delivering comprehensive financial plans and help win new assets.

Requirements include a Bachelor's degree, 2–4 years of relevant experience, and strong tax knowledge. CFP/CPA preferred; schedule is Mon-Fri, 40 hours. Salary range is $77,000–$117,000 plus incentives, with competitive benefits.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Financial planning knowledge

Tax planning knowledge

Client discovery

Formação académica

Bachelor's degree

CFP preferred

CPA preferred

Descrição da oferta de emprego

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 is 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.

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.