Wealth Planning Specialist for Client Growth

Citizens; Johnston (RI); On-site; USD 80,000 - 100,000; Full time

Job summary

Citizens is seeking a Financial Planner to join our wealth team to enhance planning capabilities and support client-facing wealth management colleagues in delivering excellent outcomes. The role emphasizes discovery, goal setting, scenario analysis, recommendations, and ongoing monitoring of personal financial plans for clients and prospects.

The candidate should bring extensive planning experience, strong communication, and proficiency with planning tools, plus CFP/CHFC licensure, to help

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.
• 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.

Responsibilities

• 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.

Skills

Communication

Time management

Team collaboration

Wealth planning experience

Presentation skills

Sales objectives

Education

Bachelor's degree in Finance

CFP or CHFC designation

FINRA Series 65/63/66 licenses

Tools

Morningstar Advisor Workstation

Salesforce

Job description

Citizens is seeking a Financial Planner to join our wealth team to enhance planning capabilities and support client-facing wealth management colleagues in delivering excellent outcomes. The role emphasizes discovery, goal setting, scenario analysis, recommendations, and ongoing monitoring of personal financial plans for clients and prospects.

The candidate should bring extensive planning experience, strong communication, and proficiency with planning tools, plus CFP/CHFC licensure, to help