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.

Key Responsibilities
+ Prepare performance reports, presentations, and suppor...