Senior Private Wealth Planner for High-Net-Worth

Citizens; San Francisco (CA); On-site; USD 147,000 - 199,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens, part of BG Wealth Partners, seeks a Senior Financial Planning Specialist to strengthen our high-net-worth planning capabilities. You will deliver sophisticated planning, participate in client discovery, and provide expert analysis with a client-centric approach.

Ideal candidates bring CFP (or in progress), 5-7+ years in financial planning, and deep knowledge of personal tax considerations to support wealth management teams.

Qualifications

• Bachelor's degree in Finance, Economics or related field required.
• CFP designation required (or in progress).
• CPA preferred; deep personal tax knowledge valued.

Responsibilities

• Independently develop and present comprehensive financial plans for high-net-worth clients.
• Drive business development and client acquisition through planning opportunities.
• Address complex wealth issues including estate and tax strategies, retirement planning and risk management.
• Collect, organize, and analyze client data to support investment strategies.
• Create and maintain advanced financial models, forecasts, and scenario analyses.
• Collaborate with clients and internal/external specialists to deliver integrated solutions.

Skills

Financial analysis

Client engagement

Strategic planning

Tax considerations

Financial modeling

Analytical skills

Communications

Independent yet collaborative

Education

Bachelor's degree in Finance, Economics, or related field

CFP designation

CPA preferred

Tools

FINRA licenses: SIE, Series 7, Series 66

Job description

Citizens, part of BG Wealth Partners, seeks a Senior Financial Planning Specialist to strengthen our high-net-worth planning capabilities. You will deliver sophisticated planning, participate in client discovery, and provide expert analysis with a client-centric approach.

Ideal candidates bring CFP (or in progress), 5-7+ years in financial planning, and deep knowledge of personal tax considerations to support wealth management teams.