PW Financial Planning Specialist

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 77,000 - 117,000 annuallyFunction: Finance & AccountingExperience: 2-4 yearsEducation: bachelorsSkills: ["Analytical","Problem-solving","Adaptability","Independent execution"]

Support private wealth advisors by building, maintaining, and executing clients’ personal financial plans. Partner with advisors to deliver annual client review plans, uncover unmet needs, and identify opportunities to broaden and deepen client relationships while meeting quality standards. Use expertise across discovery, goal setting, resource assessment, gap and scenario analysis, recommendations, presenting, monitoring, and review to improve planning capabilities and help drive sales objectives.

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Citizens Bank
Citizens Bank
3 days ago

PW Financial Planning Specialist

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Last checked: 3 hours agoStatus: Live

Job Summary

Support private wealth advisors by building, maintaining, and executing clients’ personal financial plans. Partner with advisors to deliver annual client review plans, uncover unmet needs, and identify opportunities to broaden and deepen client relationships while meeting quality standards. Use expertise across discovery, goal setting, resource assessment, gap and scenario analysis, recommendations, presenting, monitoring, and review to improve planning capabilities and help drive sales objectives.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Work with assigned private wealth advisors/wealth managers to develop, maintain, update, present, and execute client financial plans.
  • •Proactively create and deliver plans for annual client reviews.
  • •Help advisors find new opportunities to broaden and deepen relationships with clients.
  • •Uncover new opportunities through discovery of unmet client needs.
  • •Ensure the plans meet quality standards and support sales objectives through the financial planning process.

Pay and Benefits

Salary: USD 77,000 - 117,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsMaternity LeavePaternity LeaveWellness StipendPaid Leave

Key Requirements

  • •2-4 years of relevant experience in finance, accounting and FP&A, and/or banking/financial services.
  • •Strong analytical and problem-solving skills.
  • •Ability to adapt and execute independently.
  • •Strong working knowledge of the personal financial planning process, including discovery, goal setting, and recommendations.
  • •Experience developing, executing, and delivering financial plans.
Experience:2-4 yearsFinanceAccountingFP&ABankingFinancial services
Education:Bachelor's
Skills:AnalyticalProblem-solvingAdaptabilityIndependent execution
Languages:US

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website