Grow your career in Wealth Management as an Investment Assistant
As an Investment Assistant at Citizens, you'll work alongside Wealth Advisors to support clients while building valuable skills and industry credentials. Through structured onboarding, training, coaching and peer mentorship, you'll receive dedicated support as you pursue required licensing and build a strong foundation for future opportunities across 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
Build your path in Wealth Management
See how the Investment Assistant role can help prepare you for what's next.
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."
Ready to take the next step?
Have questions about the role, licensing journey or what it's like to build a career in wealth management at Citizens? Connect directly with a Wealth Talent Advisor to learn more, ask questions and see if this opportunity could be the right fit for you.
Banking products are offered through Citizens Bank, N.A. (“CBNA”). For deposit products, Member FDIC.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of, by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
| SECURITIES, INVESTMENTS AND INSURANCE PRODUCTS ARE SUBJECT TO RISK, INCLUDING PRINCIPAL AMOUNT INVESTED, AND ARE: · NOT FDIC INSURED · NOT BANK GUARANTEED · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY · MAY LOSE VALUE |