Private Wealth Planning Specialist - Flexible Schedule

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

Benefits offered by this job

Competitive pay

Medical, dental & vision coverage

Retirement benefits

Education reimbursement

Wellness programs

Job summary

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.

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.

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

Financial planning knowledge

Tax planning knowledge

Client discovery

Education

Bachelor's degree

CFP preferred

CPA preferred

Job description

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.