Financial Planning Associate

Description

Citizens Private Wealth is a leading wealth management firm. For more than three decades our team of CFAs, CPAs, attorneys and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services. Citizens Private Wealth offers innovative solutions crafted for the sophisticated needs of high-net-worth individuals, families and foundations and has cultivated long-lasting client relationships through multiple market cycles. Citizens Private Wealth presently manages and advises on over $20 Billion in assets; offering a wide scope of services, expertise and research, while intimately focusing on each client’s unique circumstances.

The Entry Level Financial Planner role is to prepare, finalize, and follow through with all work products for the Financial Planning Advisors. They must be able to effectively communicate with all levels and departments of the firm, prepare in-depth analysis of client's financial position, and develop a working knowledge of services provided by Clarfeld.           

In your role as entry level Financial Planner you will shadow associate and senior advisors.  During this time you are expected to absorb as much information as possible and ask questions.  Take this opportunity to learn how associate and senior level advisors interact with clients and become knowledgeable in the processes that are unique to each department and team in the firm. 

Responsibilities:

• Preparation of Cash Flows, Strategic Asset Allocations, Estate Document Review, Estate Flow/Wealth Transfer Diagrams, Insurance Performance Reports, Balance Sheet & Ownership Analysis, Tax Returns, Education Funding Analysis        
• Review of quarterly investment performance monitoring reports                                                                                    
• Work across all departments and services provided by Clarfeld (Tax, IPM, Insurance, Cash Management and PFP).        
• Must also become proficient in reading and analyzing investment statements and reports, insurance illustrations, estate documents, our clients’ company benefit plans, and tax returns and supporting documents.   
• Must attend weekly estate and financial training seminars Must do outside independent reading                                                                                                                                                                                

Qualifications 

• Must be able to multi-task, prioritize and consistently deliver a quality work product       
• Have ability to work independently, yet work with different advisors and departments    
• Must be organized and detail oriented, resourceful, yet inquisitive 
• Must work towards CFP designation (Complete 2 years from date of hire)  
• Must be proficient in Excel, Outlook, Word, Visio     

Education

• Bachelors Degree Required

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: varies

Pay Transparency 

The salary range for this position is $81,500 - $93,500 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the 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 very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.