Private Wealth Planner & Tax Strategy Specialist

Citizens; San Francisco (CA); On-site; USD 77,000 - 117,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Personal financial planning

Tax knowledge

Client discovery

Goal setting

Education

Bachelor's degree

CFP preferred

CPA preferred

2–4 years experience

Job description

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.