Wealth Planning & Portfolio Specialist
$100k - $140kCitizens
Citizens in Boston, MA is seeking an Investment Specialist to join its Wealth Management team. This role demands strong financial analysis skills, the ability to develop comprehensive plans, and proficiency in trade execution. The successful candidate will work closely with Wealth Managers to provide outstanding client support and develop tailored investment strategies. Candidates should hold a relevant Bachelor’s degree and possess FINRA licenses. We offer a competitive salary range of $100,000 - $140,000 per year, comprehensive benefits, and a chance to excel in a supportive work environment. #J-18808-Ljbffr Citizens
Vacancy posted 11 hours ago
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