Find work in the United States.

A simpler way to find your next job.

Jobs in the United States

25+ jobs

Save this search

Added 34 mins ago
FI
Community Branch Manager
First Interstate Ban
Greeley, CO
- $67,870 to $105,270 USD / year
…Treasury Solutions, Merchant Services, Small Business Banking, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals, and other client…
Added 3 hours ago
Senior Associate, Oracle HCM
KPMG LLP
MELVILLE, NY
…culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we help…
Added 3 hours ago
Sr. Associate, Oracle Fusion Manufacturing & Quality
KPMG LLP
NEW YORK, NY
…culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we help…
Added 5 hours ago
KL
Senior Associate, Oracle HCM
KPMG LLP
Minneapolis, MN
- $11.41 USD / hour
…culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we help…
Added 7 hours ago
Senior Associate, Okta Identity Governance Enginee
KPMG LLP
Jackson, MS
Added 7 hours ago
Client Service Associate
Bill Good Marketing
Prairie Village, KS
FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced Client Service Associate to support two Associate Advisors as they grow…
Added 7 hours ago
BG
Client Experience Associate
Bill Good Marketing
Atlanta, GA
- $50,000 to $60,000 USD / year
Most client-facing roles ask you to answer phones and keep a calendar. This one asks you to own an experience. At finoBlue, the client relationship is the product, and this role is at the…
Added 7 hours ago
BG
Client Service Associate - Fouts Law Group
Bill Good Marketing
Woodstock, GA
- $37,440 to $52,000 USD / year
We're hiring a Client Service Associate to replace a team member who is retiring. You'll keep the engine running so the advisor can stay focused on clients.
Added 8 hours ago
Wealth Advisor, Portfolio Manager
Bartlett Wealth Management
Remote, United States
Bartlett manages over $10.25 billion in assets and has offices in three cities, with a total of 88 employees. Wealth management at Bartlett is a team approach to providing customized…
Added 8 hours ago
Director, Client Services (Wealth Management)
Bartlett Wealth Management
Remote, United States
The Director of Client Services leads Bartlett Wealth Management’s Client Services team, ensuring consistent, high-quality service across all offices. This role oversees staff performance,…
Added 8 hours ago
Client Relationship Associate
Bartlett Wealth Management
Remote, United States
The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm…
Added 8 hours ago
Wealth Management Co-op 2027
Bartlett Wealth Management
Cincinnati, OH
The Wealth Management Co-op will support financial planning and investment efforts performing a variety of regular duties and projects. The role offers the opportunity to work closely with…
Added 8 hours ago
Client Relationship Associate
Bartlett Wealth Management
Remote, United States
This position is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role…
Added 9 hours ago
Investment Operations Associate
The SKG Team at Barnum Financial Group
Elmsford, NY
We are a growth, result and detail-oriented wealth management team looking for an individual who is committed to long term success, achievement and helping people!
Added 9 hours ago
Client Service Specialist
The SKG Team at Barnum Financial Group
Elmsford, NY
We are a growth, result and detail-oriented wealth management team looking for an individual who is committed to long term success, achievement and helping people!
Added 9 hours ago
Client Relationship Coordinator (Administrative)
The SKG Team at Barnum Financial Group
Elmsford, NY
We are a growth, result and detail-oriented wealth management and tax services team looking for an individual who is committed to long term success, achievement and helping people!
Added 9 hours ago
K
Deputy Project Quality Manager-Kiewit Nuclear Solutions-ID
Kiewit
Aiken, SC
- $134,000 to $140,000 USD / year
…(PQM) is responsible for the development, implementation, and management of a contract-specific Project Quality Plan (PQP) and all other quality related functions necessary to deliver the…
Added 10 hours ago
Consumer Banker II (Harbor Sq)
First Financial Bank
Celina, OH
…existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such…
Added 10 hours ago
Wealth Advisor III (Canton)
First Financial Bank
Canton, OH
…interested and qualified for this role, we invite you to apply. The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for…
Added 11 hours ago
Senior Associate, Oracle HCM
KPMG LLP
Cincinnati, OH
…culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we help…
Added 12 hours ago
JG
Client Service Coordinator
Jambalaya Group
Rochester, MN
- $28 to $38 USD / hour
Client Service Coordinator – Potential Path to Associate Financial Advisor
Added 12 hours ago
JG
Associate Financial Advisor
Jambalaya Group
Bellevue, WA
- $100,000 to $125,000 USD / year
Allegiance Wealth Management is seeking a relationship-oriented Associate Financial Advisor to serve existing and new clients within a collaborative private wealth practice. This role is…
Added 12 hours ago
JG
Part-Time Administrative Assistant
Jambalaya Group
Plymouth, MN
- $21 to $26 USD / hour
- Part-time
As the first point of contact for clients, this position plays a critical role in delivering an exceptional client experience and supporting the daily operations of a busy wealth management…
Added 12 hours ago
Senior Wealth Management Associate / Concierge Team Lead
Jambalaya Group
Louisville, KY
A growing, multi-location private wealth management practice is seeking an experienced wealthmanagement professional to serve as a senior member and potential anchor of its concierge team.…
Added 12 hours ago
Senior Wealth Management Associate / Concierge Team Lead
Jambalaya Group
Dayton, OH
A growing, multi-location private wealth management practice is seeking an experienced wealthmanagement professional to serve as a senior member and potential anchor of its concierge team.…

Closed listing

Citizens

Associate Financial Planner

Remote, United States

$32 to $38 USD / hour

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Pay: $32 to $38 USD / hour
Posting language: English
Posted: Oct 30, 2026

Similar jobs hiring now

Search current openings

Original job description

Archived listing. The details below describe a past opening.

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

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 .

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

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.

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

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.

11/01/2026

About employer

More about this job

Skills

Financial planning
Securities
Documentation
Time management
Teamwork

Report this job