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Join Our Team

Join Our Team

Build Your Practice With The Support Of A Network

At Citizens Investment Services, we’re building a community of advisors who believe in education, integrity, and long-term client relationships. We’re partnered with Cetera Investment Services, we combine the strength of an established financial institution with the independence and resources of a national network. We offer experienced advisors the opportunity to grow their practice with hands-on support, advanced technology, and a team-driven culture that values people as much as performance.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

Set Up Your Practice For Long-Term Success

Set Up Your Practice For Long-Term Success

Our advisors benefit from the backing of a trusted community bank, an established client base, and a leadership team that values relationships. We’re committed to helping you provide more value to clients, providing the resources and structure to sustain your practice for the long haul.

Serve Clients Your Way With the Tools To Do It Well

Serve Clients Your Way With the Tools To Do It Well

Our full-service platform combines personalized guidance with cutting-edge planning technology. From financial planning and investment management to retirement and insurance solutions, we give you everything you need to deliver a seamless, high-quality client experience.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Serve Clients Your Way With the Tools To Do It Well

Serve Clients Your Way With the Tools To Do It Well

Our full-service platform combines personalized guidance with cutting-edge planning technology. From financial planning and investment management to retirement and insurance solutions, we give you everything you need to deliver a seamless, high-quality client experience.

Advisors We Work With

We’re looking for professionals who share our passion for education, service, and community impact. Whether you’re seeking independence, a stronger support system, or the next step in your career, there’s a place for you at Citizens Investment Services.

Experienced Advisors

Wirehouse Advisors

Exiting And Transitioning Advisors

Insurance Agents

Bank Advisors

Take The Next Step In
Your Career

If you’re ready to join a firm that values trust, education, and partnership,
we’d love to meet you. Learn how Citizens Investment Services can help
you grow your business and serve clients with confidence.

Schedule A Meeting

Comprehensive Advisor Services

Compliance Assistance

Our compliance team helps you navigate regulations, manage oversight, and review processes efficiently so you can focus on clients, not paperwork.

Practice Development

We provide strategic guidance to help you grow your business, from marketing support and referral strategies to goal setting and client engagement.

New Client Onboarding

We make onboarding simple and seamless for you and your clients. Our process ensures you’re set up for success in every new relationship.

Back Office Support

Our dedicated administrative staff ensures your day-to-day operations run smoothly. We handle the details so you can stay focused on relationships.

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Fully Coordinated Solutions

Innovative and personalized independent wealth management and financial planning firm.

Learn About Us

Navigate Your Next Steps

Discover how our education-led, goals-based approach helps you move from uncertainty to confidence.

Client Experience

Sustain Your Lifestyle

From individuals and families to business owners and ag professionals, we adapt to your life and goals.

Who We Help