Wealth Advisor Support Specialist

Citizens; Philadelphia (Philadelphia County); On-site; USD 37,000 - 47,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Retirement benefits

Maternity/Paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Securities, Inc. is seeking an Investment Assistant II to support Wealth Advisors by handling onboarding, client service requests, appointment scheduling, and funding processes.

The role involves coordinating with internal departments, managing CRM data, and maintaining accurate records while ensuring regulatory compliance. The position may include marketing activities, prospecting follow-ups, and travel within the assigned geographic area.

Qualifications

• College degree in a business-related field preferred or a High School Degree/GED with a minimum 3+ years industry experience
• A combination of Life and Health, Series 6, and/or Life and Health, SIE licenses required
• Must be able to obtain Series 7 and 66 within specific timeframe required
• Understanding of general banking and wealth management services
• Proficiency in Microsoft Office; experience with Salesforce a plus
• Self-motivated, organized, detail-oriented, confident and ability to multitask and prioritize
• Continuously exhibits personal integrity, professional initiative, highly adaptable to change and open to new ideas
• A track record of working effectively in a team environment and building strong relationships with teammates, business partners and specialists

Responsibilities

• Serve as liaison between clients, financial advisor(s), and internal departments
• Complete new client onboarding and service requests for existing clients
• Schedule/confirm client appointments
• Submit cases into workflow and follow through to funding
• Manage CRM and pipeline entry
• Sustain expertise on operational processes and systems

Skills

Verbal communication

Written communication

MS Office

Salesforce

Team player

Multitasking

Attention to detail

Liaison skills

Education

College degree in business-related field

HS diploma with 3+ years industry experience

Tools

Microsoft Office

Salesforce

Job description

Citizens Securities, Inc. is seeking an Investment Assistant II to support Wealth Advisors by handling onboarding, client service requests, appointment scheduling, and funding processes.

The role involves coordinating with internal departments, managing CRM data, and maintaining accurate records while ensuring regulatory compliance. The position may include marketing activities, prospecting follow-ups, and travel within the assigned geographic area.