Wealth Planning Associate — Create Plans & Proposals

Citizens; West Conshohocken (PA); On-site; USD 44,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Wealth Management is seeking an Associate Financial Planner in Pennsylvania. You will assist client-facing colleagues to develop and implement personal financial plans and proposals for clients and prospects. The role includes learning financial planning software and interpreting client discovery data to identify opportunities.

Hours are 40 per week, Monday through Friday. Pay ranges from $32.00 to $38.00 per hour, with comprehensive benefits such as medical, dental and vision coverage,

Qualifications

• General understanding of basic wealth management terms

Responsibilities

• Create financial plans
• Prepare product and service proposals
• Learn to navigate various financial planning software platforms
• Analyze client data to identify opportunities and improvement areas
• Support Wealth Advisors to deliver high-quality financial advice

Skills

Wealth management terms

Time management

Teamwork

Willingness to test & learn

Open to testing new processes

Education

Bachelor's Degree in Finance

Job description

Citizens Wealth Management is seeking an Associate Financial Planner in Pennsylvania. You will assist client-facing colleagues to develop and implement personal financial plans and proposals for clients and prospects. The role includes learning financial planning software and interpreting client discovery data to identify opportunities.

Hours are 40 per week, Monday through Friday. Pay ranges from $32.00 to $38.00 per hour, with comprehensive benefits such as medical, dental and vision coverage,