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About the Role
As a member of BG Wealth Partners, a Private Wealth team at Citizens, the Financial Planning Specialist will help strengthen and broaden our financial planning capabilities, supporting sophisticated clients with comprehensive planning needs. The Financial Planning Specialist will help client-facing colleagues produce strong client outcomes and win new assets under management by assisting with the development and execution of personal financial plans for clients and prospects.
Responsibilities
- Work with assigned Private Wealth Advisors / Wealth Managers to help them develop, maintain, update, present, and execute comprehensive financial plans for their clients.
- Proactively create and deliver plans for annual client reviews.
- Achieve sales objectives through the financial planning process.
- Find new opportunities to drive additional financial planning for assigned Financial Advisors.
- Help assigned Private Wealth Advisors / Wealth Managers identify 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.
- Apply strong personal tax knowledge to help identify planning considerations and opportunities as part of clients’ broader financial plans.
Requirements
- Strong knowledge of personal financial planning, including the impact of personal tax considerations on a client’s broader wealth strategy.
Skills
- Personal tax considerations
- Wealth planning strategies
- Personal financial planning process
- Client discovery
- Goal setting
- Resource assessment
- Gap analysis
- Scenario analysis
- Recommendations
- Presentation
- Monitoring
- Review
Work Type
- Monday - Friday
- 40 hours
- Exempt/Salaried
Experience Level
- 2–4 years of relevant experience
Education Level
- Bachelor's degree required
- CFP preferred (or CFP in progress)
- CPA preferred
Salary/Compensations
- $77,000.00-$117,000.00 plus an opportunity to earn additional incentive earnings
Benefits
- Competitive pay
- Comprehensive medical, dental and vision coverage
- Retirement benefits
- Maternity/paternity leave
- Flexible work arrangements
- Education reimbursement
- Wellness programs
- Paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States
About the Company
- BG Wealth Partners is a Private Wealth team at Citizens.
Equal Opportunity
- Citizens, 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.