Rising in Wealth Management through the Investment Assistant Program
The Investment Assistant Program helps you build the skills, experience, and connections needed for a successful career in Wealth Management. Through structured onboarding, formal training, ongoing coaching, and dedicated mentorship, you'll gain a strong foundation for growth while receiving support as you pursue licensing. Whether your interests lie in advisory, operations, leadership, or support roles, the program provides a pathway to explore opportunities and build a career at Citizens.
Invest in your Future
Earn your Series 7, 66, and SIE licenses with dedicated paid study time while gaining hands-on wealth management experience alongside experienced advisors. You'll build valuable skills, expand your professional network, and explore a variety of career paths across Wealth Management, all while benefiting from competitive compensation and advisor revenue-sharing opportunities.
Licensing Program
- Required Licensing: SIE, Series 7, Series 66, and Life, Accident & Health Insurance
- 2 hours of daily paid study time, peer mentorship, and support throughout the licensing journey
- Kaplan study resources: licensing manuals, practice quizzes, and full-length practice exams
- Access to on-demand exam training and live online courses
- Clearly defined licensing pathway to help you earn industry credentials
Peer Mentorship Program
- You'll be paired with an experienced Investment Assistant to support onboarding, answer your questions and reinforce best practices, ensuring a smooth transition
- Peer Mentors will provide guidance, feedback, and coaching while encouraging you to utilize available resources and develop skills independently
Educational Assistance
- Our Educational Assistance Program is available to full-time colleagues after 6 months
- Funding can be applied toward CFP® coursework, professional certifications, and other career development opportunities
Training
- Hands-on experience through practice cases and paperwork exercises
- Access to learning hubs, training videos, and skills development
- Training in Wealthscape, Salesforce, Envestnet, and DocuSign
- Ongoing peer and mentor support to reinforce learnings
Program Impact
Jared G.
Virtual Wealth Advisor
"The Investment Assistant Program played a huge role in my professional growth, giving me hands-on experience across wealth management and helping prepare me for my promotion to Virtual Wealth Advisor.
Leadership and peers consistently invested in my development through coaching and ongoing support, giving me the confidence to continue growing in my career."
Get in touch
Interested in learning more about the Investment Assistant Program? Reach out to Program Manager Delanie DiDonato or Talent Advisor Misael Rodriguez with any questions.