Wealth Planner: Design & Deliver Personal Financial Plans

Citizens; Massachusetts; Hybride; USD 80 000 - 100 000; Plein temps

Avantages offerts par ce poste

Medical, dental and vision coverage

Retirement benefits

Education reimbursement

Wellness programs

Flexible work arrangements

Résumé du poste

Citizens is seeking a Financial Planner to join our wealth team. You will assist client-facing colleagues in developing, executing, and delivering comprehensive financial plans to help clients meet goals and win new assets under management.

You will leverage deep planning experience, perform discovery, goal setting, and scenario analysis, and present plans that align with client needs. This role emphasizes collaboration, quality standards, and driving growth across high net worth clients.

Qualifications

• Bachelor’s degree in Finance preferred.
• 4–6 years proven experience in financial planning.
• FINRA Series 65/63 or 66 licenses required.
• Excellent written and verbal communication skills.
• Excellent time management and organizational skills.
• Ability to work in a collaborative team environment.
• Extensive experience with the execution & presentation of financial plans.
• Experience utilizing various financial planning platforms.
• Command of all product sets and solutions/potential vehicles.
• Experience with the development & execution of a centralized planning support service is a plus.
• Experience with conducting group presentations.
• Proficient in Morningstar Advisor Workstation, and Salesforce preferred.
• Experience with planning for high net worth, and business owners is preferred.
• CFP or CHFC designation required.

Responsabilités

• Work with assigned Wealth Advisors to help them develop, maintain, update, present and execute financial plans to their clients.
• Proactively build and deliver plan for annual client reviews.
• Achieve sales objectives through financial planning process.
• Find new opportunities to drive additional financial planning for assigned financial advisors.
• Help the assigned financial advisors find new 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.

Connaissances

Financial planning

Client discovery

Sales and growth

Team collaboration

Presentations

Product knowledge

Communication skills

Time management

Financial analysis

Formation

Bachelor’s degree in Finance (preferred)

CFP or CHFC designation required

Outils

Morningstar Advisor Workstation

Salesforce

Description du poste

Citizens is seeking a Financial Planner to join our wealth team. You will assist client-facing colleagues in developing, executing, and delivering comprehensive financial plans to help clients meet goals and win new assets under management.

You will leverage deep planning experience, perform discovery, goal setting, and scenario analysis, and present plans that align with client needs. This role emphasizes collaboration, quality standards, and driving growth across high net worth clients.