Job Summary
The Financial Planner plays a pivotal role in collaborating with wealth management professionals to design and implement personalized financial strategies that support clients in achieving their objectives. This position focuses on identifying unmet client needs, meeting sales targets, and ensuring that all financial plans adhere to established quality benchmarks.
Responsibilities
- Collaborate with colleagues to create and implement comprehensive personal financial plans for clients.
- Identify and address unmet needs within the client base to enhance service and satisfaction.
- Drive sales goals by promoting financial planning services and products.
- Ensure that all financial plans are compliant with quality standards and regulations.
Qualifications
- Bachelor’s degree in finance or a related field.
- 4-6 years of relevant experience in financial planning or wealth management.
- Possession of FINRA Series 65/63 or 66 licenses.
- CFP (Certified Financial Planner) or CHFC (Chartered Financial Consultant) designation is mandatory.
- Proficient in financial planning software and tools.
- Effective communication skills to interact with clients and team members.
Citizens 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.
