Financial Planning Associate
1 week ago
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, finalize, and follow through with all work products for the Financial Planning Advisors.
- Effectively communicate with all levels and departments of the firm, including clients, advisors, and other stakeholders.
- Develop a working knowledge of services provided by Clarfeld, including investment management, tax planning, and estate planning.
- Shadow associate and senior advisors to learn about their roles and responsibilities.
- Assist with the preparation of financial plans, investment reports, and other documents.
- Review and analyze client data, including financial statements, investment performance reports, and tax returns.
- Work across all departments and services provided by Clarfeld, including tax, investment management, insurance, cash management, and financial planning.
- Bachelor's degree required.
- Ability to multi-task, prioritize, and consistently deliver a quality work product.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Proficient in Microsoft Office, including Excel, Outlook, and Word.
- Ability to work independently and as part of a team.
- Strong attention to detail and organizational skills.
- Competitive salary range: $81,500 - $93,500 per year.
- Opportunity to earn an annual discretionary bonus.
- Comprehensive medical, dental, and vision coverage.
- Retirement benefits.
- Maternity/paternity leave.
- Flexible work arrangements.
- Education reimbursement.
- Wellness programs.
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates. We are a customer-centric organization that values diversity, equity, and inclusion. We are committed to providing equal employment 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, 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, colleagues or a dependents reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
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