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Wealth Management Financial Consultant Financial Services Financial Advisor

Wealth Management Investment Assistant II Client Ops

Job in New Haven, New Haven County, Connecticut, 06540, USA
Listing for: Citizens Financial Group
Full Time position
Listed on 2026-06-24
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant, Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 25 - 26.5 USD Hourly USD 25.00 26.50 HOUR
Job Description & How to Apply Below
A financial services organization is seeking an Investment Assistant II to support Wealth Advisors by managing client service requests and operational processes. You will obtain necessary licenses, coordinate marketing activities, and ensure compliance with regulations. Candidates should have at least 3 years of relevant experience in finance, preferably in wealth management. The position offers competitive pay ranging from $25 to $26.50 per hour, and includes comprehensive benefits and flexible work arrangements.
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