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Citizens Financial Group · United States

# Associate Financial Planner

United States Full-time $32.00 - $38.00 per hour Finance & Accounting 

Listed on Citizens Financial Group’s official careers site. Posted October 29, 2026. Check that it is still open and apply there.
[Apply on Citizens Financial Group’s careers site →](https://hcgn.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/49684)

[OpenNash Jobs](https://jobs.opennash.com/) / [Citizens Financial Group](https://jobs.opennash.com/companies/citizens-financial-group/) / Associate Financial Planner

## Job description

The utilization & execution of personal financial planning to add additional value and produce great outcomes for our clients is central to our strategy at Citizens Wealth Management. We are seeking candidates that can help us expand our planning capacity and execute additional financial planning solutions in a scalable manner. The Associate Financial Planner will help the client facing Citizens Securities, Inc colleagues produce great outcomes and win new assets under management by assisting them with the execution of personal financial plans, and proposals for clients and prospects.

The person in this role will learn how to navigate various financial planning software platforms. They will also learn how to decipher client discovery documentation and assess and diagnose personal financial planning data to spot areas of opportunity.

### Responsibilities

The creation of financial plans The creation of product and services proposals The ideal candidate needs to be proficient in the following areas: Time management Partnering & teamwork Willingness to test & learn new methods to help our Wealth Advisors deliver a high-quality advice experience for their client Openness to testing and perfecting new processes and procedures Understanding of basic financial services terms, account types, insurance and investment concepts Qualifications, Education, Certifications and/or Other Professional Credentials

### Required Qualifications

A general understanding of basic wealth management terms

### Preferred Qualifications

Bachelor's Degree in Finance, Personal Finance, Wealth Management preferred Time management Willingness to test and learn new approaches to the creation of financial plans and proposals Hours & Work Schedule Hours per Week: 40 Work Schedule: Monday - Friday Pay Transparency The range for this position is $32.00 - $38.00 per hour. Actual pay is based on various factors including but not limited to the budget, 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 every local and state jurisdiction in the United States. For an overview of our benefits, visit [https://jobs.citizensbank.com/benefits](https://jobs.citizensbank.com/benefits). #LI-CITIZENS6

## At a glance
- Posted by the employer: Oct 29, 2026
- First seen by OpenNash: Nov 1, 2026
- Last checked: Nov 1, 2026
- Listed for: 3 days
- Location: United States
- Employment type: Full-time
- Pay: $32.00 - $38.00 per hour[Apply on Citizens Financial Group’s careers site →](https://hcgn.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/49684)

## Hiring at Citizens Financial Group
- Open jobs: 440
- New in the last 7 days: After two weekly collections
- Tracked since: Jul 10, 2026

[All Citizens Financial Group jobs](https://jobs.opennash.com/companies/citizens-financial-group/) · [Weekly hiring report](/reports/hiring/)

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