As a member of the private wealth team, the Financial Planner will increase, broaden, and improve our planning capabilities. The Financial Planner will help the client facing private wealth management colleagues produce great outcomes and win new assets under management by assisting with the execution of personal financial plans for clients and prospects. The Financial Planner will use their experience in the development, execution and delivery of financial plans. The candidate must have strong working knowledge in all areas of the personal financial planning process client discovery, goal setting, resources assessment, gap analysis, scenario analysis, recommendations, presenting, monitoring, and review. Responsibilities: Work with assigned financial advisors to help them develop, maintain, update, present and execute financial plans to their clients. Proactively build and deliver plan for annual client reviews. Achieve sales objectives through financial planning process.

Role Responsibilities

Work with assigned private wealth advisors / wealth managers to help them develop, maintain, update, present and execute financial plans to their clients.
Proactively create and deliver plan for annual client reviews.
Achieve sales objectives through financial planning process.
Find new opportunities to drive additional financial planning for assigned financial advisors.
Help the assigned financial advisors find new 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.

Qualifications

2-4 years of relevant experience in finance, accounting and FP&A, banking/financial services
Strong analytical and problem-solving,
Adaptability/independent execution

Pay Transparency

The range for this position is $77,000 - $117,000 per year plus an opportunity to earn additional incentive earnings. 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.

About the company

Citizens Financial Group runs consumer and commercial banking businesses for households, small firms and larger companies, alongside wealth management. Through Citizens Bank, it accepts deposits, processes payments and lends for homes, education and business needs through branches and digital channels. Its commercial teams manage corporate cash flows, arrange financing and advise on mergers and acquisitions, while its private bank serves wealthy families and business owners. The group earns interest on loans and securities, pays interest on deposits and charges fees for financial services and advice. Its banking roots date to 1828, and it is headquartered in Providence, Rhode Island.

Company Size

10,001+

Company Stage

IPO

Headquarters

Providence, Rhode Island

Founded

1828

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Simplify's Take

What believers are saying

Profits support stability: July 2026 reporting showed Citizens earned $587 million in the second quarter, up 35% yearly.
Wealth services broaden: Citizens added an insurance advisory team for business owners and families in May 2026.
Employees build retirement savings: Citizens adds 1.75% of eligible earnings annually plus matching contributions after one year.

What critics are saying

Borrower defaults still cost money: July 2026 reporting showed Citizens wrote off $135 million net in the second quarter.
Rate changes affect earnings: Citizens' floating-rate loans reprice faster than its core deposits, according to its 2025 filing.
Part-time health coverage has limits: Citizens requires scheduled work above 20 hours weekly for plan eligibility.

What makes Citizens Financial Group unique

Citizens gathers deposits beyond branches: its Citizens Access division runs entirely online.
Citizens finances Apple purchases directly: Citizens Pay is the lender named in Apple's credit agreement.
Citizens targets private equity buyers: its 2025 review reports fourth place in sponsor-backed middle-market M&A deal volume.

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Benefits

Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
Flexible Work Hours
Tuition Reimbursement
Wellness Program
Paid Vacation
Paid Sick Leave

Company News

Yahoo Finance

Oct 16th, 2026

Citizens Financial Q3 net income jumps 29% to $636M, dividend up 13%, $1.95B buyback

Citizens Financial Group reported third quarter 2026 net income of $636 million, up 29% from a year earlier. Earnings per share rose 34% year on year and 8% from the previous quarter, to $1.41. Return on tangible common equity was 15.1%. Operating leverage was a positive 5.3% year on year. The board raised the quarterly dividend by $0.06, or 13%, to $0.52 per share, payable on November 13, 2026. It also increased its share repurchase capacity to $1.95 billion, $1.3 billion above the $650 million remaining under the prior authorisation. Chairman and chief executive officer Bruce Van Saun said he is confident in the outlook for the fourth quarter and for 2027.

Inc.

Oct 8th, 2026

Stord Secures $400 Million And Wants to Be Bigger Than Amazon

Stord is about to cross $1 billion in revenue. The buzzy logistics star is just getting started.

Yahoo Finance

Sep 14th, 2026

Citizens Bank sues SoFi over poaching 30 mortgage staff who generated $5M in revenue

Citizens Bank has sued SoFi, alleging the digital lender poached 30 mortgage employees since 2024, affecting operations across nine states. The lawsuit centres on two employee groups, particularly nine Connecticut-based staff who resigned in June within minutes of each other. Citizens claims SoFi "strategically orchestrated" the departures, which represented $400 million in closed loans and $5 million in revenue the previous year. The bank alleges employees transferred confidential client data before leaving. The Connecticut departures eliminated 70% of the branch's mortgage producers and 80% of mortgages, essentially wiping out Citizens' market presence there. Three additional Connecticut employees have since joined SoFi. A SoFi spokesperson called the lawsuit "a baseless allegation and a clever attempt to prevent Citizens employees from pursuing career opportunities elsewhere.

Morningstar

Aug 26th, 2026

NewPower Worldwide expands credit facility to $750M to support global growth

NewPower Worldwide, an electronics distributor, has expanded its committed credit facility to $750 million. The increased capacity will enable the company to invest in inventory, support customer growth, and capitalise on global supply chain opportunities. Since its founding in 2014, NewPower has grown to 14 offices across the Americas, EMEA, and APAC, with $5 billion in annual sales and more than $1 billion in inventory worldwide. The facility expansion strengthens the company's ability to purchase strategically and support large-scale customer requirements. Chief executive officer Carleton Dufoe said the expanded facility provides additional capacity to secure inventory and respond faster to market opportunities. Citizens led the increased credit facility to support NewPower's growth objectives. The New Hampshire-based company distributes electronic components and finished goods to OEMs, EMS providers, and supply chain partners worldwide.

Associated Press

Jul 16th, 2026

Citizens Financial Group reports Q2 2026 net income of $587M, up 35% YoY

Citizens Financial Group reported second quarter 2026 net income of $587 million, up 35% year-over-year, with earnings per share of $1.30, up 41% year-over-year and 15% quarter-over-quarter. The Providence, Rhode Island-based bank, which has $233.8 billion in assets, attributed the results to strong revenue growth and favourable credit performance. Chairman and CEO Bruce Van Saun highlighted progress on strategic initiatives, including growth in the Private Bank, record wealth fees, and record second quarter fees in capital markets. The company also announced successful launch of a new consumer mobile platform and progress on its "Reimagine the Bank" initiative. Citizens' board declared a quarterly dividend of $0.46 per share, payable on 13 August 2026 to shareholders of record on 30 July 2026.

Citizens Financial Group

Financial Planner

About the job