Private Wealth, CFP, Sr. Financial Planning Analyst (Boston, MA)
2 Days Old
The Private Wealth, Senior Financial Planning Analyst is a strategic partner in delivering sophisticated financial planning solutions to high-net-worth clients. This role supports wealth management teams by providing expert analysis, customized planning, and proactive client engagement. The ideal candidate is a seasoned financial professional with exceptional analytical capabilities, a collaborative approach, and a deep commitment to helping clients achieve their long-term financial objectives.
Key Responsibilities:
- Independently develop and present comprehensive financial plans tailored to the unique needs of high-net-worth individuals and families.
- Drive business development initiatives by identifying planning opportunities and supporting client acquisition efforts.
- Address complex wealth management issues, including estate planning, tax strategies, retirement planning, and risk management.
- Collect, organize, and analyze client financial data to support investment strategies and holistic planning recommendations.
- Create and maintain advanced financial models, forecasts, and scenario analyses to guide strategic decision-making.
- Collaborate with clients, internal stakeholders, and external specialists to deliver integrated and effective financial solutions.
Qualifications:
- Bachelor's degree in Finance, Economics, or a related field.
- Minimum of 7 years of experience in financial planning or wealth management.
- Active FINRA licenses: SIE, Series 7, and Series 66 (or Series 63 and 65).
- Certified Financial Planner (CFP®) designation is required.
- Demonstrated expertise in financial planning software and Microsoft Office Suite.
- Strong analytical, organizational, and problem-solving skills.
- Excellent verbal and written communication abilities, with a client-centric mindset.
- Proven ability to work independently while thriving in a collaborative, fast-paced environment.
- In-depth knowledge of investment products, financial markets, and industry best practices.
Hours & Work Schedule
- Hours per Week: 40
- Work Schedule: Monday - Friday
- Location: Citizens Private Bank, 2nd Floor; Boston, MA
About Us
Equal Employment Opportunity
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, 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. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Equal Employment and Opportunity Employer
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Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
- Location:
- Boston