Base: $25-$26.25ph; bonus/equity: opportunity to e...
Onsite (40 hours per week, monday to friday)
Client service requests
New account opening process
Finra and state securities regulations
Citizens Securities, Inc. is seeking an Investment Assistant II in Wilmington, MA, to support wealth management operations by liaising between clients, financial advisors, and internal departments. The role requires relevant financial services experience, strong communication skills, and the ability to manage multiple tasks in a fast-paced environment
Job Summary
You will receive training materials, coaching, and dedicated time and support to successfully pass your Series 7 and 66 exams.
The Investment Assistant II works closely with the assigned Financial Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
Matching Summary
Match Score: 75
Citizens Securities, Inc. is seeking an Investment Assistant II in Wilmington, MA, to support wealth management operations by liaising between clients, financial advisors, and internal departments. The role requires relevant financial services experience, strong communication skills, and the ability to manage multiple tasks in a fast-paced environment.
Salary
Base: $25-$26.25/hour; Bonus/Equity: opportunity to earn additional incentive earnings; Benefits: comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs