Financial Planning Associate

4 weeks ago


Tarrytown, New York, United States Citizens Full time
Job Overview

Citizens Private Wealth is a leading wealth management firm that provides comprehensive investment and wealth management services to high-net-worth individuals, families, and foundations. We are seeking a highly motivated and detail-oriented Financial Planning Associate to join our team.

Key Responsibilities
  • Prepare and finalize work products for Financial Planning Advisors, including cash flows, strategic asset allocations, and estate document reviews.
  • Develop a working knowledge of services provided by Clarfeld and effectively communicate with all levels and departments of the firm.
  • Shadow associate and senior advisors to learn about client interactions and departmental processes.
  • Review quarterly investment performance monitoring reports and work across all departments and services provided by Clarfeld.
  • Must become proficient in reading and analyzing investment statements, insurance illustrations, estate documents, and tax returns.
Requirements
  • Must be able to multi-task, prioritize, and deliver a quality work product.
  • Have the ability to work independently and collaboratively with different advisors and departments.
  • Must be organized, detail-oriented, resourceful, and inquisitive.
  • Must work towards CFP designation within two years of hire.
  • Must be proficient in Excel, Outlook, Word, and Visio.
Benefits

Citizens offers competitive pay, comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more. We value diversity, equity, and inclusion and treat everyone with respect and professionalism.



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