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Description
Citizens Private Wealth is a leading wealth management firm. For more than three decades our 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. Citizens Private Wealth 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. Citizens Private Wealth presently manages and advises on over $20 Billion in assets; offering a wide scope of services, expertise and research, while intimately focusing on each client’s unique circumstances.
The Entry Level Financial Planner role is to prepare, finalize, and follow through with all work products for the Financial Planning Advisors. They must be able to effectively communicate with all levels and departments of the firm, prepare in-depth analysis of client's financial position, and develop a working knowledge of services provided by Clarfeld.
In your role as entry level Financial Planner you will shadow associate and senior advisors. During this time you are expected to absorb as much information as possible and ask questions. Take this opportunity to learn how associate and senior level advisors interact with clients and become knowledgeable in the processes that are unique to each department and team in the firm.
Responsibilities:
Qualifications
Education
Hours & Work Schedule
Pay Transparency
The salary range for this position is $81,500 - $93,500 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the 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 very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
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.
Other
Banking
$81k-98k (estimate)
05/01/2024
05/06/2024
citizensbank-texas.com
Abilene, TX
<25
Banking
The job skills required for Financial Planning Associate include Analysis, Financial Planning, Wealth Management, Client Relationship, Communicates Effectively, Decision Making, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planning Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planning Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Planning Associate positions, which can be used as a reference in future career path planning. As a Financial Planning Associate, it can be promoted into senior positions as a Financial Associate (Corporate) II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planning Associate. You can explore the career advancement for a Financial Planning Associate below and select your interested title to get hiring information.