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Description
Citizens Financial Planning Advisor INV762
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 Clarfelds team of CFAs, CPAs, attorneys, and CFPs 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 clients unique circumstances.
Were looking for talented Financial Planning Advisors 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 :
Tax, Investment, Insurance, Cash Management and PFP).
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 )
Less seasoned Financial Planners will shadow associate and senior planning advisors.
Qualifications :
Education / Certifications :
Hours & Work Schedule
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, 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.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for Us At 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
Required
Preferred
Job Industries
Last updated : 2024-05-10
Full Time
Business Services
$117k-141k (estimate)
05/12/2024
05/12/2024
citizensbank.com
PROVIDENCE, RI
15,000 - 50,000
1828
BRENNA ANATONE
$5B - $10B
Business Services
Citizens Commercial Banking, a division of Citizens Financial Group, Inc. (NYSE CFG), is one of the oldest and largest financial institutions in the United States. Our commercial banking division offers corporate, institutional and not-for-profit clients and sponsor-owned entities a full range of wholesale banking products and services. Whether youre a privately held company or Fortune 500 corporation, we have the expertise to assess your unique needs and financial operating requirements, and to offer tailored advice, ideas and solutions to help your business reach its potential.