Overview
2026 Summer Analyst – Corporate Finance (New York, NY) Jobs in New York, NY at Citizens
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a
culture
that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
About the role:
CLA is seeking a wealth advisor to join our team in Livingston, NJ due to our continued growth.
This role provides support to the Senior Wealth Advisors in delivering comprehensive, holistic, financial services. They work collaboratively in serving clients as part of a team. They have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. They help manage financial plans and client relationships.
Essential Job Functions:
Financial Planning: Advise clients regarding the advantages and disadvantages of different investment strategies. Create, implement, and continually review, a plan that includes strategies designed to help clients act as the steward of the client assets and achieve client satisfaction and loyalty through excellent service.
Client Support: Supply clients with information related to day-to-day transactions, status of implementation plans and interim information between meetings. Communicate with internal and external investment managers, brokers, and partners to obtain or provide investment information. Interact with partner areas to help determine servicing requirements, problem solving strategies and coordinate daily client activity; oversee transaction processing, and handle inquiry resolution. Prepare presentations for client meetings.
Requirements:
Experience:
5-7 years of related financial services experience.
Education:
Bachelor’s degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree. Bachelor’s degree in accounting, finance, or a related field preferred.
Certifications / Licenses:
Active series 65 or 66 securities license Required.
Please do not apply if you do not have a securities license.
This job is working in our CLA office.
Our Perks:
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits
here
The wage range for this position in New Jersey is: $80,300 – $143,000.
Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
#LI-MU1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click
here
.
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Title: 2026 Summer Analyst – Corporate Finance (New York, NY)
Company: Citizens
Location: New York, NY
