Associate Financial Planner

The utilization & execution of personal financial planning to add additional value and produce great outcomes for our clients is central to our strategy at Citizens Wealth Management. We are seeking candidates that can help us expand our planning capacity and execute additional financial planning solutions in a scalable manner. The Associate Financial Planner will help the client facing Citizens Securities, Inc colleagues produce great outcomes and win new assets under management by assisting them with the execution of personal financial plans, and proposals for clients and prospects. The person in this role will learn how to navigate various financial planning software platforms. They will also learn how to decipher client discovery documentation and assess and diagnose personal financial planning data to spot areas of opportunity.

Responsibilities

• The creation of financial plans
• The creation of product and services proposals
• The ideal candidate needs to be proficient in the following areas:
• Time management
• Partnering & teamwork
• Willingness to test & learn new methods to help our Wealth Advisors deliver a high-quality advice experience for their client
• Openness to testing and perfecting new processes and procedures
• Understanding of basic financial services terms, account types, insurance and investment concepts

Qualifications, Education, Certifications and/or Other Professional Credentials

• Required Qualifications
  • A general understanding of basic wealth management terms
• Preferred Qualifications
  • Bachelor's Degree in Finance, Personal Finance, Wealth Management preferred
  • Time management
  • Willingness to test and learn new approaches to the creation of financial plans and proposals

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: Monday - Friday

Pay Transparency

The range for this position is $32.00 - $38.00 per hour. Actual pay is based on various factors including but not limited to the budget, 
work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work 
arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid 
time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit 
https://jobs.citizensbank.com/benefits .

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