Financial Planning Associate

4 weeks ago


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

Citizens Private Wealth is a leading wealth management firm seeking a highly motivated and detail-oriented Financial Planning Associate to join our team. As a key member of our financial planning department, you will play a critical role in preparing, finalizing, and following through with all work products for our Financial Planning Advisors.

Key Responsibilities
  • Prepare in-depth analysis of clients' financial positions and develop a working knowledge of services provided by Clarfeld.
  • Shadow associate and senior advisors to absorb as much information as possible and ask questions.
  • Review quarterly investment performance monitoring reports and work across all departments and services provided by Clarfeld.
  • Become proficient in reading and analyzing investment statements and reports, insurance illustrations, estate documents, clients' company benefit plans, and tax returns and supporting documents.
  • Attend weekly estate and financial training seminars and engage in outside independent reading.
Requirements
  • Must be able to multi-task, prioritize, and consistently deliver a quality work product.
  • Have the ability to work independently, yet work with different advisors and departments.
  • Must be organized and detail-oriented, resourceful, yet inquisitive.
  • Must work towards CFP designation (Complete 2 years from date of hire).
  • Must be proficient in Excel, Outlook, Word, and Visio.
What We Offer

Citizens offers competitive pay, comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more. Our paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States.

We are an equal employment opportunity employer and value diversity, equity, and inclusion. Employment decisions are based solely on experience, performance, and ability.



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