Private Wealth, Financial Planning Specialist (BG Wealth Partners)

Description

As a member of BG Wealth Partners, a Private Wealth team at Citizens, the Financial Planning Specialist will help strengthen and broaden our financial planning capabilities, supporting sophisticated clients with comprehensive planning needs. The Financial Planning Specialist will help client-facing colleagues produce strong client outcomes and win new assets under management by assisting with the development and execution of personal financial plans for clients and prospects.

The incumbent will use their experience in the development, execution, and delivery of comprehensive financial plans, with a strong understanding of personal tax considerations and how they influence broader wealth planning strategies. A CPA is preferred; candidates with deep personal tax knowledge will also be strongly considered. The candidate must have strong working knowledge in all areas of the personal financial planning process, including client discovery, goal setting, resource assessment, gap analysis, scenario analysis, recommendations, presentation, monitoring, and review.

Responsibilities include but are not limited to:

• Work with assigned Private Wealth Advisors / Wealth Managers to help them develop, maintain, update, present, and execute comprehensive financial plans for their clients.
• Proactively create and deliver plans for annual client reviews.
• Achieve sales objectives through the financial planning process.
• Find new opportunities to drive additional financial planning for assigned Financial Advisors.
• Help assigned Private Wealth Advisors / Wealth Managers identify opportunities to broaden and deepen relationships with their clients.
• Uncover new opportunities through discovery of unmet client needs.
• Ensure the plans being developed meet our quality standards.