Wealth Planning Specialist — CFP-Driven Client Plans

Citizens Bank; Westwood (MA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Retirement benefits

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Bank in Massachusetts seeks a Financial Planner to enhance our planning capabilities and support client-facing wealth advisors. You will help execute personal financial plans, discover client needs, and present recommendations to protect and grow assets.

The role requires extensive experience in planning delivery, client discovery, and scenario analysis, with CFP/CHFC and state licenses. Collaboration, accuracy, and a client-first approach are essential.

Qualifications

• Bachelor’s degree in finance preferred and 4–6 years of experience.
• CFP or CHFC designation is required.
• FINRA Series 65/63 or 66 licenses required.
• Strong written and verbal communication skills and time management.
• Experience with financial planning platforms and presenting plans.

Responsibilities

• Work with Wealth Advisors to develop, maintain and execute financial plans.
• Deliver annual client plan reviews and pursue new planning opportunities.
• Achieve sales objectives through the financial planning process.
• Identify opportunities to broaden client relationships and assets.
• Ensure plans meet quality standards and are presented effectively.

Skills

Excellent communication

Team collaboration

Financial planning delivery

Client discovery and review

Education

Bachelor’s degree Finance preferred

4-6 years proven experience

CFP or CHFC designation required

Tools

Morningstar Advisor Workstation

Salesforce

Job description

Citizens Bank in Massachusetts seeks a Financial Planner to enhance our planning capabilities and support client-facing wealth advisors. You will help execute personal financial plans, discover client needs, and present recommendations to protect and grow assets.

The role requires extensive experience in planning delivery, client discovery, and scenario analysis, with CFP/CHFC and state licenses. Collaboration, accuracy, and a client-first approach are essential.