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Wealth Sr Financial Planner (Remote)

Citizens Bank

This is a Full-time position in Montpelier, VT posted January 14, 2022.

DescriptionAs 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.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.+ 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+ Bachelor’s degree Finance preferred + 4
– 6 years proven experience + FINRA Series 65, 66, 67 licenses required + Excellent written and verbal communication skills + Excellent time management and organizational skills + Ability to work in a collaborative team environment + Extensive Experience with the execution & presentation of financial plans + Experience utilizing various financial planning platforms + Command of all product sets and solutions/potential vehicles + Experience with the development & execution of a centralized planning support service is a plus + Experience with conducting group presentations + Proficient in Morningstar Advisor Workstation, and Salesforce preferred + Experience with planning for high net worth, and business owners is preferred + CFP ?

or CHFC designation required *This position is not available in CO.

Why work with us + Colleague development: We offer a clear career path, in-depth training, coaching and mentoring to help you reach your potential + Outstanding resources: We have access to big data analytics, technology, referrals and industry-wide tools to help target and grow your client relationships + Commitment to community: We give back to the communities you work in and live in by volunteering and donating to charities Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more Awards we’ve received + Forbes World’s Best Banks (2020) + Forbes Best Employers for Diversity (2021) + Best Places to Work for LGBTQ Equality – 100% Corporate Equality Index (2020) + Military Friendly Employer (2021) + Dave Thomas Foundation – Best Adoption-friendly Workplace (2020) + Diversity, Inc.

– Top 25 companies for diversity (2019) Why Work for UsAt Citizens, you’ll find a customer-centric culture built around helping our customers and giving back to our local communities.

When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.Equal Employment OpportunityCitizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability or perceived 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.Equal Employment and Opportunity Employer/Disabled/VeteranCitizens is a brand name of Citizens Bank, N.A.

and each of its respective affiliates.

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