Home › Companies › Hcgn Fa Us2 Oraclecloud Com CX 1 › CSI Investment Assistant II - Philadelphia, PA
CSI Investment Assistant II - Philadelphia, PA
Hcgn Fa Us2 Oraclecloud Com CX 1 · Philadelphia, PA, United States; PA-Philadelphia-1835 Market St, Philadelphia, PA, US · Active · Oracle Recruiting Cloud / Fusion HCM
Job facts
| Field | Value |
|---|---|
| Company | Hcgn Fa Us2 Oraclecloud Com CX 1 |
| Title | CSI Investment Assistant II - Philadelphia, PA |
| Normalized title | - |
| Department / team | Servicing & Operations |
| Location | Philadelphia, PA, United States |
| Work model | - |
| Employment type | Full Time |
| Salary | - |
| Status | active |
| ATS provider | Oracle Recruiting Cloud / Fusion HCM |
| Posted / first seen | 2026-03-21 / 2026-05-31 |
| Changed / last seen | 2026-06-17 / 2026-06-19 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Hcgn Fa Us2 Oraclecloud Com CX 1. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through Oracle Recruiting Cloud / Fusion HCM. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Philadelphia. | Open |
| Department jobs | Active postings in Servicing & Operations. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Hcgn Fa Us2 Oraclecloud Com CX 1 |
| Source | fde57c08-9c5a-4d3c-956a-13a64c2d2206 |
| ATS provider | Oracle Recruiting Cloud / Fusion HCM |
Description
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 Wealth 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
Required Qualifications • High School Diploma or GED with a minimum of 3+ years of relevant financial services industry ideally with wealth management experience • Minimum of 2 of the following Life, Accident, & Health (LAH); 6; 7; 63; 65; and/or SIE licenses. •Ability to remaining 2 required licensures within a specified timeframe. •Strong verbal and written communication skills. •Demonstrated ability to multitask, prioritize, and work effectively in a fast-paced environment. •Proven track record of collaboration and relationship-building across teams and business partners. •High level of personal integrity, initiative, adaptability, and openness to change.
Preferred Qualifications •Completed Associates and/or Bachelor’s degree in a business-related field. •Understanding of wealth management services. •Proficiency in Microsoft Office; experience with Salesforce •Demonstrated successful stable work history.
Hours & Work Schedule
•Hours per Week: 40 •Work Schedule: M-F #LI-Citizens6
Company
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Equal Employment and Opportunity Employer
Job Applicant Data Privacy Policy
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Full job record
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| Org ID | 98f8a112-3637-48b2-9880-02ce5d6b376a |
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| Board ID | fde57c08-9c5a-4d3c-956a-13a64c2d2206 |
| Provider | oracle_hcm |
| Provider Job Key | 44856 |
| Title | CSI Investment Assistant II - Philadelphia, PA |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Philadelphia, PA, United States; PA-Philadelphia-1835 Market St, Philadelphia, PA, US |
| Department | Servicing & Operations |
| Team | — |
| Employment Type | full_time |
| Workplace Type | — |
| Remote Policy | — |
| Country | United States |
| Region | PA |
| City | Philadelphia |
| Salary Raw | 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 Wealth 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 Required Qualifications • High School Diploma or GED with a minimum of 3+ years of relevant financial services industry ideally with wealth management experience • Minimum of 2 of the following Life, Accident, & Health (LAH); 6; 7; 63; 65; and/or SIE licenses. •Ability to remaining 2 required licensures within a specified timeframe. •Strong verbal and written communication skills. •Demonstrated ability to multitask, prioritize, and work effectively in a fast-paced environment. •Proven track record of collaboration and relationship-building across teams and business partners. •High level of personal integrity, initiative, adaptability, and openness to change. Preferred Qualifications •Completed Associates and/or Bachelor’s degree in a business-related field. •Understanding of wealth management services. •Proficiency in Microsoft Office; experience with Salesforce •Demonstrated successful stable work history. Hours & Work Schedule •Hours per Week: 40 •Work Schedule: M-F #LI-Citizens6 Company Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Equal Employment and Opportunity Employer Job Applicant Data Privacy Policy Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | day |
| Source URL | https://hcgn.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/44856 |
| Apply URL | https://hcgn.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/44856 |
| First Seen At | 2026-05-31 18:16:30Z |
| Last Seen At | 2026-06-19 12:11:28Z |
| Last Checked At | 2026-06-19 12:11:28Z |
| Last Changed At | 2026-06-17 11:54:48Z |
| Inactive At | — |
| Source Posted At | 2026-03-21 04:00:00Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=oracle_hcm/board=hcgn.fa.us2.oraclecloud.com|CX_1/date=2026-06-19/2026-06-19T12-10-35-322Z-798e4ae4a7c760d762e7db7617994bf3807353a04bf26364e2017f137b48ddd8.json |
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"detail_errors": []
}Get this page with API
Rendered from the bluedoor Job Postings API. Reproduce it:
GET https://api.bluedoor.sh/job-postings/v1/jobs/10c4caa56aaf1f4ceed7f6d616c85a145e2e99a4?include=descriptionJSONGET https://api.bluedoor.sh/job-postings/v1/orgs/98f8a112-3637-48b2-9880-02ce5d6b376aJSONGET https://api.bluedoor.sh/job-postings/v1/sources/fde57c08-9c5a-4d3c-956a-13a64c2d2206JSONGET https://api.bluedoor.sh/job-postings/v1/jobs/10c4caa56aaf1f4ceed7f6d616c85a145e2e99a4/eventsJSON