Financial Planning Sr Advisor

2 months ago

Lancaster, United States Citizens Full time
Job Description

Description

Citizens Private Wealth headquartered in Westchester, New York, with 13 regional offices across the country, is a leading wealth management firm. For more than three decades Clarfeld’s team of CFAs, CPAs, attorneys, and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services. Clarfeld offers innovative solutions crafted for the sophisticated needs of high-net-worth individuals, families and foundations and has cultivated long-lasting client relationships through multiple market cycles. Clarfeld presently manages and advises on over $17 Billion in assets, offering a wide scope of services, expertise and research, while intimately focusing on each client’s unique circumstances.

We’re looking for a talented Sr. Financial Planning Advisor as Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for individuals that demonstrate a track record of delivering a white glove experience to clients that results in long-term client loyalty. The Senior Financial Planner role acts as the primary financial planning advisor to a group of clients. 

Responsibilities:

  • Prepare, finalize, and follow through with all work product for Advisors / Relationship Managers (financial independence analyses, estate plan reviews, customized financial analysis, etc.). 
  • Communicate with all levels and departments of the firm, prepare in-depth analysis of client's financial position, and develop a working knowledge of all services provided by Clarfeld.  (Tax, Investment, Insurance, Cash Management and PFP).             
  • Will need to learn / understand how associates and senior level advisors interact with Clarfeld clients within our philosophical framework and become knowledgeable in the processes that are unique to the Clarfeld comprehensive planning approach.  (Cash Flows, Strategic Asset Allocations, Estate Document Review, Estate Flow/Wealth Transfer Diagrams, Insurance Performance Reports, Balance Sheet & Ownership Analysis, Tax Returns, Education Funding Analysis )   
  • Delegate and be responsible for the preparation, finalization, and follow through with all financial planning work product for clients.
  • Delegate work to and assist in the education/training of entry level planners, as well as coordinate projects and assignments across all other departments of the firm, as necessary. Less seasoned Financial Planners will shadow associate and senior planning advisors.  

Qualifications:

  • 7+ Years Broad Knowledge and Understanding of Financial Services Instruments
  • 7+ Years In-Depth Knowledge and Experience of Financial Advisory Strategies and Client Management
  • Must also be proficient in reading and analyzing investment statements and reports, insurance illustrations, estate documents, our clients’ company benefit plans, and tax returns and supporting documents. 
  • Must be proficient in Excel, Outlook, Word, Visio                                                
  • Must be able to multi-task, prioritize and consistently deliver a quality work product, well organized & detail oriented                   
  • Must be able to work independently, yet collaboratively work with different advisors and departments       

Education/Certifications:

  • Bachelors Degree required
  • CFP Strongly Preferred - If the candidate does not have the CFP® designation, they must work toward attaining it within 2 years of taking an Associate Financial Planner role (unless a JD, CPA PFS, or other advanced designation and experience). 

Hours & Work Schedule

  • Hours per Week: 40
  • Work Schedule: varies

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

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

Background Check

Any 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.

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