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Associate Financial Planner

Citizens Financial Group, Inc.
USA
Full-time
Mid
Onsite
Discovered Yesterday

Full Job Posting

Responsibilities

  • The creation of financial plans
  • The creation of product and services proposals
  • The ideal candidate needs to be proficient in the following areas:
  • Time management
  • Partnering & teamwork
  • Willingness to test & learn new methods to help our Wealth Advisors deliver a high-quality advice experience for their client
  • Openness to testing and perfecting new processes and procedures
  • Understanding of basic financial services terms, account types, insurance and investment concepts
  • Qualifications, Education, Certifications and/or Other Professional Credentials
  • Required Qualifications
  • A general understanding of basic wealth management terms
  • Preferred Qualifications
  • Bachelor's Degree in Finance, Personal Finance, Wealth Management preferred
  • Willingness to test and learn new approaches to the creation of financial plans and proposals
  • Hours & Work Schedule
  • Hours per Week: 40
  • Work Schedule: Monday - Friday
  • Pay Transparency
  • The range for this position is $32.00 - $38.00 per hour. 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 https://jobs.citizensbank.com/benefits.
  • #LI-CITIZENS6
  • The range for this position is $32.00 - $38.00 per hour. 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
  • https://jobs.citizensbank.com/benefits.

Qualifications

  • A general understanding of basic wealth management terms

Preferred Qualifications

  • Bachelor's Degree in Finance, Personal Finance, Wealth Management preferred
  • Time management
  • Willingness to test and learn new approaches to the creation of financial plans and proposals
  • Hours & Work Schedule
  • Hours per Week: 40
  • Work Schedule: Monday - Friday
  • Pay Transparency
  • The range for this position is $32.00 - $38.00 per hour. 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
  • https://jobs.citizensbank.com/benefits.

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