Skip to main content
Citizens (Home)

Search

Wealth Management Programs

Intern and Full-Time Programs

Citizens Wealth Management is committed to developing the next generation of leaders. Our early career programs provide comprehensive exposure to the Wealth business, offering an end-to-end understanding of Wealth Management and equipping participants with the skills needed for long‑term success.

Wealth Analyst Summer Internship

The Citizens Wealth Analyst Summer Internship is a 10‑week immersive program that introduces you to the world of Wealth Management. You'll gain hands‑on experience across key business functions, build critical skills, and contribute to meaningful projects alongside seasoned professionals. Plus, you’ll get priority consideration for our full-time Wealth Analyst Rotational Program.

What you’ll do. 

  • Collaborate on strategic client and colleague experience projects

  • Research market trends and analyze business performance

  • Support investment solutions and prepare client presentations

  • Assist with project management and operations

  • Join professional development and networking events

Where we hire.

  • Westwood, MA (20 minutes from Boston by train)
  • Johnston, RI
  • Tarrytown, NY

What you'll get.

  • Foundational understanding of Wealth Management and its core business areas

  • Hands‑on experience on high‑impact projects

  • Exposure to senior leaders and networking opportunities

  • Skill-building workshops in leadership, communication, and financial acumen

  • Insight into Wealth Management career paths

  • Participation in a mentorship program

Wealth Sales Internship

In this dynamic 10‑week internship, you’ll gain hands‑on exposure to the wealth management industry through work in the broker‑dealer space. You’ll learn how the business operates across strategy, operations, client services, and technology while contributing to advisor‑focused initiatives. Completion of the program opens doors to future Wealth roles, including priority consideration for our full‑time Wealth Rotational Analyst Program.

What you’ll do. 

  • Learn core processes that support advisors and drive client outcomes

  • Contribute to strategic initiatives that drive business growth

  • Create impactful presentations for internal stakeholders

  • Collaborate across teams throughout the Wealth organization

  • Complete a capstone project that delivers measurable business value

Where we hire.

  • Westwood, MA (20 minutes from Boston by train)
  • Johnston, RI

What you'll get.

  • Broad exposure to the broker‑dealer business and the wealth management industry

  • Development of professional skills in project management, data analysis, and presentation design

  • Networking opportunities with colleagues and senior leaders

  • Opportunities to make a tangible business impact and build strong organizational connections

Wealth Analyst Rotational Program

The Citizens Wealth Management Rotational Analyst Program is a full-time, two‑year experience designed to develop future leaders. You'll rotate through key home office functions (like the Office of the Chief Operations Officer, Planning and Ultra-High-Net-Worth Solutions, and Wealth Support Functions, to name a few!), gaining broad exposure to the Wealth business, preparing for a meaningful career in financial services.

What you’ll do. 

  • Contribute to strategic initiatives that enhance client and colleague experiences

  • Research market trends and analyze competitive positioning and business performance

  • Support product development and investment solutions for advisors and clients

  • Assist with project management across key Wealth functions

  • Prepare presentations and reports for Wealth leadership

  • Participate in a mentorship program

Where we hire.

  • Westwood, MA (20 minutes from Boston by train)
  • Johnston, RI
  • Tarrytown, NY

What you'll get.

  • Comprehensive understanding of Wealth Management through structured rotations

  • Hands-on experience in areas such as operations, investment strategy, and ultra-high-net-worth planning

  • Professional development workshops, training and networking with senior leaders

  • Preparation and support for Series exams (SIE, 7, 66)

Your impact

Here, legacy meets innovation. We were founded nearly 200 years ago, but our past only fuels us to keep pushing what's possible. We're in growth-mode, and as early career colleagues, you can be part of our progress. With fresh perspectives, meaningful responsibilities, support from experienced mentors, and exposure to complex financial solutions, you’ll contribute to work that expands your skills and deepens your understanding of Wealth Management.

When and how we hire

2026 Wealth Analyst Summer Internship & 2026 Wealth Sales Internship Programs

  • January 2026 – Applications open
  • February 2026 – Interviewing and offers extended

2026 Wealth Analyst Rotational Program

  • January 2026 – Applications open
  • February 2026 – Interviewing and offers extended

Open roles will show per active hiring timeframes listed here. Click the 'Stay Connected' green button at the top of our site to sign up for job alerts and be informed when roles are accepting applicants.

Apply Now

I applied! So what's next?

Qualified candidates will complete a self-guided video interview assessment within 4 days of receiving the notification via email or text. If not completed within the timeframe, the application will be automatically withdrawn from consideration for our early career and internship programs. Learn more about what to expect, and how to best prepare here.

Check out Citizens Wealth Management on LinkedIn to see our latest news and get to know us.