As a member of the wealth team, the Financial Planner will increase, broaden, and improve our planning capabilities. The Financial Planner will help the client facing wealth management colleagues produce great outcomes and win new assets under management by assisting with the execution of personal financial plans for clients and prospects.
The Financial Planner will use their extensive experience in the development, execution and delivery of financial plans. The candidate must have strong working knowledge in all areas of the personal financial planning process - client discovery, goal setting, resources assessment, gap analysis, scenario analysis, recommendations, presenting, monitoring, and review.
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.
Qualifications, Education, Certifications and/or Other Professional Credentials
- Bachelor’s degree 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
Hours and Work Schedule
- Hours per Week: 40
- Work Schedule: Monday - Friday
Pay Transparency
The range for this position is $80,000 - $100,000 per year, plus an opportunity to earn an annual discretionary bonus. 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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About UsEqual Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Equal Employment and Opportunity Employer
Job Applicant Data Privacy Policy
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Skills Required
- Bachelor's degree, preferably in Finance
- 4–6 years of proven experience
- FINRA Series 65, 63, or 66 license
- Excellent written and verbal communication skills
- Strong time management and organizational skills
- Ability to work collaboratively in a team environment
- Extensive experience executing and presenting financial plans
- Experience using financial planning platforms
- Command of product sets, solutions, and potential investment vehicles
- Experience developing and executing centralized planning support services
- Experience conducting group presentations
- Proficiency with Morningstar Advisor Workstation and Salesforce
- Experience planning for high-net-worth clients and business owners
- CFP or ChFC designation
Citizens Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citizens and has not been reviewed or approved by Citizens.
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Parental & Family Support — Policies include six weeks of fully paid parental leave for all parents, up to 16 weeks for birthing parents, 10 days of emergency back‑up care, and adoption assistance of more than $25,000. Recognition for adoption support underscores a strong family‑friendly posture.
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Leave & Time Off Breadth — Time off includes 11 paid holidays and up to 27 PTO days. The breadth of leave is presented as generous versus many peers.
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Healthcare Strength — Medical, dental, and vision options pair with an HSA that includes a company contribution, plus mental‑health access via Spring Health (eight no‑cost sessions), Hinge Health, wellness programs, and discounted gyms. Eligibility at 20+ hours per week broadens access to these resources.
Citizens Insights
What We Do
As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. We invest in the humans who build the logic, ideas, and innovations that bring new technologies to life. Investments in AI, cloud computing, machine learning and automation provide our engineers the tools that enable us to remain competitive and win in today’s environment. At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens. You’re made ready and so are we. If you're ready to advance your career in technology and security, learn more about opportunity's Citizens offers here: https://jobs.citizensbank.com/digital-transformation
Why Work With Us
We empower the colleagues that power our tech. With growth & upskilling opportunities and sought-after benefits, plus a diverse culture of people and perspectives, we help our colleagues achieve career goals. Because innovation can’t happen without the minds and hearts of our people. Technology is constantly evolving, and we believe you can too.
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