{bc}
Apply
oracle

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
  • 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.

Preferred Qualifications

  • Bachelor's Degree in Finance, Personal Finance, Wealth Management preferred

Apply for this job in 1 click

Skip the repetitive application forms

Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.

Sarah M.James T.Maya R.

Trusted by over 500,000 job seekers on Base Career

Start Free Today

More from this employer

More jobs at Citizens Financial Group, Inc.

Citizens Banker

Boston, USA

Discovered TodayFull-time

QA QC Analyst

Johnston, USA

Discovered TodayFull-time

Citizens Banker

, USA

Discovered TodayFull-time

Credit Reporting Compliance Manager

Johnston, USA

Discovered TodayFull-time

Private Bank Office Lead

, USA

Discovered TodayFull-time

Citizens Banker

, USA

Discovered TodayFull-time

Senior Credit Bureau Reporting Manager

Johnston, USA

Discovered TodayFull-time

Private Banker, PBO

, USA

Discovered TodayFull-time