Senior Private Wealth Planner | Financial Planning

Citizens Financial; United States; On-site; USD 147,000 - 199,000; Full time

Benefits offered by this job

Medical and dental coverage

Vision coverage

Retirement benefits

Parental leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Financial, through BG Wealth Partners, seeks a Senior Financial Planning Specialist to elevate our planning capabilities for high-net-worth clients. You will deliver tailored financial plans, engage clients proactively, and partner with wealth teams to refine strategies that align with long-term objectives.

Ideal candidates hold CFP (or in progress), a Bachelor's in Finance/Economics, and 5–7+ years in wealth management, with FINRA licenses and strong modeling and communication skills.

Qualifications

• Bachelor's degree in Finance or Economics required.
• CFP designation required or in progress.
• CPA preferred; deep personal tax knowledge is a plus.
• 5-7+ years of wealth management experience.
• Strong knowledge of personal financial planning and taxes.
• FINRA licenses SIE, Series 7, and Series 66 (or 63/65).

Responsibilities

• Independently develop comprehensive financial plans for high-net-worth individuals.
• Drive business development by identifying planning opportunities.
• Address complex wealth management issues including estate planning and tax strategies.
• Collect and analyze client data to support investment strategies.
• Create advanced financial models and scenario analyses.
• Collaborate with clients and internal/external stakeholders to deliver integrated solutions.

Skills

Financial planning

Wealth management

Client engagement

Analytical skills

Financial modeling

Scenario analyses

Tax knowledge

Communication skills

Independent work

Collaboration

Education

Bachelor's degree in Finance/Economics

CFP designation

CPA preferred / deep personal tax knowledge

5-7+ years experience in financial planning/wealth management

Active FINRA licenses: SIE, Series 7, Series 66

Tools

Financial planning software

Microsoft Office Suite

Excel

Job description

Citizens Financial, through BG Wealth Partners, seeks a Senior Financial Planning Specialist to elevate our planning capabilities for high-net-worth clients. You will deliver tailored financial plans, engage clients proactively, and partner with wealth teams to refine strategies that align with long-term objectives.

Ideal candidates hold CFP (or in progress), a Bachelor's in Finance/Economics, and 5–7+ years in wealth management, with FINRA licenses and strong modeling and communication skills.