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Wealth Management: Investment Assistant II

Job in Hartford, Hartford County, Connecticut, 06112, USA
Listing for: Citizens
Full Time position
Listed on 2026-07-06
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 34440 - 36506 USD Yearly USD 34440.00 36506.00 YEAR
Job Description & How to Apply Below
A financial services provider in Hartford is seeking an Investment Assistant II. This role involves liaising between clients and Wealth Advisors, supporting onboarding, and managing workflows. Required qualifications include a High School Diploma and 3+ years of relevant experience in the financial services industry. Candidates must possess certain licenses, strong communication skills, and the ability to multitask effectively. Benefits include competitive pay and comprehensive medical coverage.

This is a full-time role with a work schedule of Monday to Friday.
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