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
We create strategies that are tailored to your needs and goals.
Our History
Years of experience have prepared us to guide you through your life transitions.
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
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
We create strategies that are tailored to your needs and goals.
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.
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.
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.
Fully Coordinated Solutions
Innovative and personalized independent wealth management and financial planning firm.
Navigate Your Next Steps
Discover how our education-led, goals-based approach helps you move from uncertainty to confidence.
Sustain Your Lifestyle
From individuals and families to business owners and ag professionals, we adapt to your life and goals.