Job Summary
The Associate Financial Planner plays a crucial role in supporting wealth advisors by developing comprehensive financial plans and product recommendations that enable clients to meet their financial objectives. This position involves thorough analysis of client discovery materials and the utilization of financial planning software to uncover potential opportunities for clients.
Responsibilities
- Collaborate with wealth advisors to formulate detailed financial plans tailored to client needs.
- Create product proposals that align with clients’ financial goals.
- Examine client discovery documentation to gather relevant information.
- Utilize financial planning software to analyze data and identify new opportunities.
Qualifications
- Bachelor’s degree in Finance, Personal Finance, or Wealth Management.
- Strong time management abilities.
- Enthusiasm for learning new financial planning methods and processes.
Citizens Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
