PW Financial Planning Specialist
At a glance
Mid-level FP&A role at Citizens Financial Group. United States · full-time · $77,000–$117,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Help private wealth advisors build, revise, present, and carry out financial plans for clients
- Prepare and deliver planning materials for clients’ annual reviews
- Use the planning process to meet sales goals and identify further planning opportunities
- Explore clients’ unmet needs to deepen existing relationships and find additional opportunities
- Check that completed plans meet required quality standards
What you bring
- Two to four years of relevant work in finance, accounting, FP&A, banking, or financial services
- Strong analytical and problem-solving ability, with the adaptability to work independently
Who this fits
This mid-level role suits someone who can execute personal financial plans and support client-facing wealth advisors. The position includes sales objectives alongside planning work.
From the employer
As a member of the private wealth team, the Financial Planner will increase, broaden, and improve our planning capabilities. The Financial Planner will help the client facing private 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 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 financial 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.
Role Responsibilities
- Work with assigned private wealth advisors / wealth managers to help them develop, maintain, update, present and execute financial plans to their clients.
- Proactively create 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
- 2-4 years of relevant experience in finance, accounting and FP&A, banking/financial services
- Strong analytical and problem-solving,
- Adaptability/independent execution
Pay Transparency
The range for this position is $77,000 - $117,000 per year plus an opportunity to earn additional incentive earnings. 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.