Citizens Bank

4 weeks ago

Private Wealth, Investment Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Join Citizens Wealth Management as an Investment Specialist in Boston to support high-net-worth clients with financial analysis, wealth planning, and portfolio oversight. You will analyze client data, prepare performance reports, and collaborate with Wealth Managers to develop tailored investment strategies while ensuring compliance and delivering exceptional client service.

Location: Boston

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Prepare performance reports, presentations, and supporting materials for client meetings.
•Analyze client data and feedback to identify trends, insights, and areas for improvement.
•Maintain accurate and up-to-date client records and documentation in accordance with compliance standards.
•Foster strong client relationships through proactive communication and responsive support.
•Understand client objectives and collaborate with Wealth Managers to develop tailored financial and investment strategies.

Pay and Benefits

Salary: USD 100,000 - 140,000 annually

Perks:Health InsuranceDentalVision401kWellness Stipend

Key Requirements

•Bachelor's degree in Finance, Business, Economics, or a related field
•Minimum of 3-5 years of experience in the financial services industry
•Active FINRA licenses: SIE, Series 7, and Series 66 (or Series 63 and 65)
•CFP preferred or another designation
•Excellent communication and interpersonal skills with a client-first mindset

Experience:3-5 yearsFinancial servicesWealth managementClient service

Education:Bachelor's

Skills:CommunicationAnalytical thinkingProblem-solvingAttention to detailTime management

Licenses:SIESeries 7Series 66CFP

Certifications:SIESeries 7Series 66CFP

Languages:English

Tech Stack:Financial modelingPortfolio managementMarket researchCompliance

Company Brief

Citizens Bank

Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Providence, United States

Founded: 1828

Website

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Citizens Bank

4 weeks ago

Private Wealth, Investment Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Location: Boston

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Prepare performance reports, presentations, and supporting materials for client meetings.
•Analyze client data and feedback to identify trends, insights, and areas for improvement.
•Maintain accurate and up-to-date client records and documentation in accordance with compliance standards.
•Foster strong client relationships through proactive communication and responsive support.
•Understand client objectives and collaborate with Wealth Managers to develop tailored financial and investment strategies.

Pay and Benefits

Salary: USD 100,000 - 140,000 annually

Perks:Health InsuranceDentalVision401kWellness Stipend

Key Requirements

•Bachelor's degree in Finance, Business, Economics, or a related field
•Minimum of 3-5 years of experience in the financial services industry
•Active FINRA licenses: SIE, Series 7, and Series 66 (or Series 63 and 65)
•CFP preferred or another designation
•Excellent communication and interpersonal skills with a client-first mindset

Experience:3-5 yearsFinancial servicesWealth managementClient service

Education:Bachelor's

Skills:CommunicationAnalytical thinkingProblem-solvingAttention to detailTime management

Licenses:SIESeries 7Series 66CFP

Certifications:SIESeries 7Series 66CFP

Languages:English

Tech Stack:Financial modelingPortfolio managementMarket researchCompliance

Company Brief

Citizens Bank

Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Providence, United States

Founded: 1828

Website