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Personal service and a customized approach.

While working closely with each customer, you’ll apply your extensive investment knowledge to provide a clear investment path. Your tools will include offerings from major investment companies and insurance providers – giving them greater peace of mind and you more power to provide the best solutions.

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Diversified clients, products & services

By selling both proprietary and non-proprietary products, you can do what's best for all of your clients.

Trusted name and supportive branch environment

Customers trust our name and our supportive branch environment gives you better access to customers.

Better work-life balance

You can be more effective because we’ll make sure you have time to do the things that are important to you.

The benefits of a good organization

Whether your personal goals include going to college, having a baby, or sending your kids to college, we're here to support you.

Learn more about Wealth Management.

Citizens Bank Wealth Management is comprised of both banking and brokerage affiliated companies.

Banking products are offered through Citizens Bank. Citizens Bank is a brand name of Citizens Bank, N.A. and Citizens Bank of Pennsylvania. Deposit accounts held at Citizens Bank, N.A. and Citizens Bank of Pennsylvania are separately insured, Member FDIC.


Securities, Insurance and Investment Advisory Services offered through Citizens Securities, Inc. (“CSI”), also referred to as Citizens Investment Services. Citizens Securities, Inc. is an SEC registered investment adviser and Member - FINRA and SIPC. 770 Legacy Place, MLP240, Dedham, MA 02026. (800) 942-8300. Citizens Securities, Inc. is an affiliate of Citizens Bank, N.A. and Citizens Bank of Pennsylvania.

Securities and Insurance Products are:

  • NOT FDIC INSURED
  • NOT BANK GUARANTEED
  • MAY LOSE VALUE
  • NOT A DEPOSIT
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY