Private Wealth, Investment Specialist; Boston, MA

Description

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 ideal candidate will be detail-oriented, analytical, and bring prior experience in Wealth Management, along with a strong commitment to delivering high-quality client support.

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.

• 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.
• Assist 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.

• 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).
• CFP preferred or another designation.
• 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.

• Hours per Week: 40
• Work Schedule:
  
  Monday - Friday

The salary range for this position is $100,000 - $140,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.