Private Wealth, Investment Specialist (Boston, MA)

Citizens Bank•Boston, MA

1d•$100,000 - $140,000•Onsite

About The Position

Citizens Wealth Management is seeking an Investment Specialist to join a high-performing and well-established team in Boston, MA. This role is responsible for financial analysis, developing comprehensive financial plans, executing trades, and supporting performance reporting. The Investment Specialist plays a key role in supporting and strengthening client relationships by delivering exceptional service, understanding client goals, and ensuring a high level of satisfaction. Working closely with Wealth Managers and senior team members, the Investment Specialist contributes to the delivery of customized financial solutions and supports the overall growth and success of the firm.

Requirements

Bachelor’s degree in Finance, Business, Economics, or a related field.
Minimum of 3-5 years of experience in the financial services industry.
Active FINRA licenses: SIE, Series 7, and Series 66 (or Series 63 and 65).
Excellent communication and interpersonal skills with a client-first mindset.
Strong attention to detail, organizational skills, and time management abilities.
Proven ability to work independently and collaboratively in a fast-paced environment.
Strong analytical and problem-solving skills.

Nice To Haves

CFP preferred or another designation

Responsibilities

Prepare performance reports, presentations, and supporting materials for client meetings.
Analyze client data and feedback to identify trends, insights, and areas for improvement.
Maintain accurate and up-to-date client records and documentation in accordance with compliance standards.
Foster strong client relationships through proactive communication and responsive support.
Understand client objectives and collaborate with Wealth Managers to develop tailored financial and investment strategies.
Address client inquiries and concerns promptly to ensure satisfaction and retention.
Provide general administrative and operational support to the team as needed.
Assists in developing and implementing customized investment strategies aligned with clients’ financial objectives and risk tolerance.
Manage, trade and monitor client portfolios, ensuring optimal performance and alignment with market conditions.
Conduct in-depth market research and financial analysis to support investment recommendations.
Stay current with industry trends, economic developments, and regulatory changes.
Maintain strict adherence to ethical standards and compliance regulations in all investment activities.
Provide clients with regular performance reports and proactively address inquiries and concerns.
Collaborate with internal teams to ensure a seamless client experience