[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All Citizens Financial Group jobs](https://jobs.opennash.com/companies/citizens-financial-group/) · [Search jobs](/search/) Citizens Financial Group · United States # CSI Investment Assistant II - Lancaster, PA/ Philadelphia, PA United States $27.40 - $33.65 per hour Finance & Accounting Listed on Citizens Financial Group’s official careers site. Posted October 5, 2026. Check that it is still open and apply there. [Apply on Citizens Financial Group’s careers site →](https://hcgn.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/49056) [OpenNash Jobs](https://jobs.opennash.com/) / [Citizens Financial Group](https://jobs.opennash.com/companies/citizens-financial-group/) / CSI Investment Assistant II - Lancaster, PA/ Philadelphia, PA ## Job description If you’re passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their short- and long-term financial goals, while growing market shares in the states in which we currently operate. In this position you will receive training materials, coaching, and dedicated time and support to successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly responding to all client service requests, client appointment scheduling and preparation, and audit preparation while adhering to all FINRA, CCOIS, CFG and state securities regulations on a daily basis. You are responsible for the new account opening process, while maintaining the highest level of accuracy. You will occasionally be responsible for selected marketing activities including contacting the assigned Financial Advisor’s book of business to solidify relationships, coordinating all prospecting and follow-up efforts (telemarketing), serving as the client liaison for affiliated companies, assisting in coordinating client seminars, following up on referrals received from business partners, and providing sales activity reporting. Travel within assigned geographic location may be required. Primary responsibilities include - Serve as liaison between clients, Wealth 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 Qualifications, Education, Certifications and/or Other Professional Credentials College degree in a business-related field preferred or a High School Degree/GED with a minimum 3 or more 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 - Excellent verbal and written communications skills - 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 Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F Pay Transparency The salary range for this position is $27.40 - $33.65 per hour, 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 [https://jobs.citizensbank.com/benefits](https://jobs.citizensbank.com/benefits) ## At a glance - Posted by the employer: Oct 5, 2026 - First seen by OpenNash: Oct 10, 2026 - Last checked: Oct 18, 2026 - Listed for: 13 days - Location: United States - Pay: $27.40 - $33.65 per hour[Apply on Citizens Financial Group’s careers site →](https://hcgn.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/49056) ## More jobs at Citizens Financial Group ### [Business Banking Relationship Manager I](https://jobs.opennash.com/companies/citizens-financial-group/jobs/08b42e29de067210013a/) United States ## Similar jobs at other companies ### [Field Service Engineer 2 - Lancaster, Pennsylvania](https://jobs.opennash.com/companies/dell-technologies/jobs/4ce31c580beb364cce19/) Dell Technologies · United States ### [Branch Operations Lead - Lancaster Branch (New Build) - Lancaster, PA](https://jobs.opennash.com/companies/jpmorganchase/jobs/eebcb96cba0eff0cbb69/) JPMorganChase · Lancaster, PA, United States ### [PT (20 Hours) Associate Banker - Lancaster Branch (New Build) - Lancaster, PA](https://jobs.opennash.com/companies/jpmorganchase/jobs/20b7675d335b599916f6/) JPMorganChase · Lancaster, PA, United States ### [Customer Experience Banker- Lancaster](https://jobs.opennash.com/companies/huntington-bank/jobs/1d573c6fd6d348871561/) Huntington Bank · Lancaster, OH ### [RN- Heart of Hospice Lancaster](https://jobs.opennash.com/companies/unitedhealth-group/jobs/287bce48868ff832ed3c/) UnitedHealth Group · Lancaster, South Carolina OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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