Senior Private Wealth Planner for High-Net-Worth

Citizens Bank, N.A.; San Francisco (CA); Presencial; USD 147.000 - 199.000; Jornada completa

Descripción de la vacante

Citizens Bank’s Private Wealth team is seeking a Senior Financial Planning Specialist to enhance our planning capabilities for high-net-worth clients. You will provide expert analysis, customized plans, and proactive engagement, serving as a strategic partner in delivering sophisticated planning solutions.

You will develop comprehensive plans with a focus on personal tax considerations, estate planning, and retirement strategies, while collaborating with wealth management partners to optimize

Formación

• Bachelor's degree in Finance, Economics, or related field.
• CFP designation required (or CFP in progress).
• CPA preferred; deep personal tax knowledge strongly considered.
• 5-7+ years of relevant experience in financial planning or wealth management.
• Strong knowledge of personal financial planning and tax considerations.
• Active FINRA licenses: SIE, Series 7, and Series 66 (or Series 63 and 65).
• Demonstrated expertise in financial planning software and Microsoft Office Suite.
• Strong analytical, organizational, and problem-solving skills.
• Excellent verbal and written communication with a client-centric mindset.
• Proven ability to work independently while thriving in a collaborative, fast-paced environment.
• In-depth knowledge of investment products, financial markets, and industry best practices.

Responsabilidades

• Independently develop and present comprehensive financial plans tailored to high-net-worth individuals and families.
• Drive business development by identifying planning opportunities and supporting client acquisition.
• Address complex wealth management issues, including estate planning and tax strategies.
• Collect, organize, and analyze client financial data to support investment strategies and planning.
• Create and maintain advanced financial models, forecasts, and scenario analyses.
• Collaborate with clients and stakeholders to deliver integrated financial solutions.

Conocimientos

5+ years experience

Analytical thinking

Client-centric communication

Educación

Bachelor's degree in Finance/ Economics

CFP designation

CPA preferred

Herramientas

Financial planning software

Microsoft Office Suite

Descripción del empleo

Citizens Bank’s Private Wealth team is seeking a Senior Financial Planning Specialist to enhance our planning capabilities for high-net-worth clients. You will provide expert analysis, customized plans, and proactive engagement, serving as a strategic partner in delivering sophisticated planning solutions.

You will develop comprehensive plans with a focus on personal tax considerations, estate planning, and retirement strategies, while collaborating with wealth management partners to optimize