Wealth Planning Specialist

Citizens Bank; Westwood (MA); Sur place; USD 80 000 - 100 000; Plein temps

Avantages offerts par ce poste

Competitive pay

Comprehensive medical

Dental and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Résumé du poste

Citizens Bank is seeking a Financial Planner to join its Wealth team in Massachusetts. You will support client-facing wealth management colleagues by developing, executing, and delivering comprehensive personal financial plans for clients and prospects.

The role requires deep experience in the planning process, including discovery, goal setting, resources assessment, gap analysis, scenario analysis, and presentations.

Qualifications

• Bachelor’s degree in Finance preferred
• 4 - 6 years proven experience
• 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
• 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

Communication skills

Time management

Team collaboration

Financial planning

Group presentations

Planning delivery

Formation

Bachelor’s degree in Finance

FINRA Series 65/63/66 licenses

CFP or CHFC designation

Outils

Morningstar Advisor Workstation

Salesforce

Planning platforms

Description du poste

Citizens Bank is seeking a Financial Planner to join its Wealth team in Massachusetts. You will support client-facing wealth management colleagues by developing, executing, and delivering comprehensive personal financial plans for clients and prospects.

The role requires deep experience in the planning process, including discovery, goal setting, resources assessment, gap analysis, scenario analysis, and presentations.