Financial Planner

Financial PlannerAs a member of the wealth team, the Financial Planner will increase, broaden, and improve our planning capabilities. The Financial Planner will help the client facing 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 extensive 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.ResponsibilitiesWork with assigned Wealth 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.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, Education, Certifications and/or Other Professional CredentialsBachelor's degree Finance preferred4 - 6 years proven experienceFINRA Series 65/63 or 66 licenses requiredExcellent written and verbal communication skillsExcellent time management and organizational skillsAbility to work in a collaborative team environmentExtensive Experience with the execution & presentation of financial plansExperience utilizing various financial planning platformsCommand of all product sets and solutions/potential vehiclesExperience with the development & execution of a centralized planning support service is a plusExperience with conducting group presentationsProficient in Morningstar Advisor Workstation, and Salesforce preferredExperience with planning for high net worth, and business owners is preferredCFP or CHFC designation requiredHours and Work ScheduleHours per Week: 40Work Schedule: Monday - FridayPay TransparencyThe range for this position is $80,000 - $100,000 per year, plus an opportunity to earn an annual discretionary bonus. 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 SkillsAdvisingAnalytical ReasoningBuilding RelationshipsCollaboratingCuriosityCustomer IntelligenceCustomer Journey OrchestrationCustomer-CentricityDigital StrategyDiversity and Inclusion (D&I) Strategy and PolicyFinancial AdvisingFinancial ModelingIndustry InsightInvestment AdvisoryInvestment ManagementMotivating OthersPersistence and TenacitySales and TradingSecurities ServicesWealth ManagementAbout UsEqual Employment OpportunityCitizens, 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, 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. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.Equal Employment and Opportunity EmployerJob Applicant Data Privacy PolicyBackground CheckAny offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.Job InfoJob Identification 49687Job Category Product SpecialistsPosting Date 10/29/2026, 01:10 AMApply Before 11/13/2026, 05:00 AMDegree Level Bachelor's DegreeJob Schedule Full timeJob Shift 1stLocations 200 Station Drive, Westwood, MA, 02090, US Remote, Harrisburg, PA, 17101, US Remote, Concord, NH, 03301, US Remote, Boston, MA, 02201, US One Citizens Bank Way, Johnston, RI, 02919, US Remote, Providence, RI, 02903, USWorking Hours 40Career Site Category Wealth and Asset Management