Civic Financial is a full-service, multi-generational financial planning firm serving high income and high net worth families. We wish to free our clients from the burden of managing their financial future and bring them peace of mind. Our mission is to inspire financial confidence.
Civic Financial has been recognized by Forbes as one of the top wealth management firms in the country. Scott DeSantis, Grant Parisi and Connor Hall have garnered Forbes awards for top financial securities professionals. We continue to receive national recognition for our planning work and are looking for aspiring leaders to join us and help make an impact to the Civic Financial team and clientele.
Our team believes in three core values:
Civic Mindset
- Do the right thing
- Thoughtful: Two ears, one mouth
- Serve others first
Relentlessly Reliable
- Trustworthy, responsive and consistent
- Committed to excellence
Tenacity
- Drive x Persistence = Tenacity
- Stretch to be the best
- Continuously learning
Civic Financial is a rapidly growing firm, offering tremendous career growth potential and opportunity for positive community impact. If you are passionate about personal finance and these values resonate with you, please submit a cover letter and resume to the Civic Financial team for one of the positions below.
Marketing Coordinator & Office Manager
We are seeking a dynamic and organized professional to join our Boston team, combining marketing coordination and office management responsibilities to ensure a seamless client experience and efficient operations. This is a hybrid role (4-5 days in our Boston office).
Job Duties:
- Social Media Management: Develop, schedule, and manage engaging content across platforms (LinkedIn, Instagram, etc.) to promote our brand, initiatives, and client stories.
- Client Events: Plan, coordinate, and execute in-person client events, including logistics, vendor management, and follow-up communications.
- Client Gifting: Manage the design, selection, and delivery of personalized client gifts to celebrate milestones, holidays, and special occasions.
- Client Communication: Collaborate with the team to develop marketing collateral, newsletters, and client communications that reflect our brand and mission.
- Strategy: Innovate and implement strategies to elevate the overall client journey, ensuring a welcoming and memorable experience. Work with Sales team to identify opportunities to identify new clients.
- Client Relations: Provide a comfortable experience for clients when they visit our office for in-person meetings.
- Daily Operations: Maintain office functionality, including supply inventory, equipment maintenance, and vendor relations. Ensure a clean, organized, and professional office environment that reflects our values.
- Team Support: Provide light administrative support to the team, including scheduling, correspondence, and ad hoc requests. Support the firm and individual advisors in social responsibility initiatives.
Requirements:
- Bachelor’s degree in marketing, business administration, or a related field, or equivalent experience.
- 2+ years of experience in a marketing, client service, or administrative role.
- Proficiency in social media platforms and tools (e.g., Canva, Hootsuite, or similar).
- Strong cultural fit with the four core values of our firm
- Desire to work in a fast-paced environment at a quickly growing firm
- Strong organizational and multitasking skills with exceptional attention to detail.
- Excellent written and verbal communication skills.
- Familiarity with basic office software (Microsoft Office, Google Workspace, etc.).
- Experience with CRM systems a plus
- A proactive and resourceful attitude, with the ability to work independently and collaboratively.
Financial Planning Analyst
We have an opening for a candidate to join our financial planning and wealth management team in our Boston office. This is a multi-year program with the opportunity to transition into an Advisor role. This transition is self-paced and dependent on completing the Certified Financial Planner (CFP®) designation within one year of start date, in addition to excellent performance in the role.
The Financial Planning Analyst will contribute to the firm through financial planning work: writing summaries and plans, crafting investment takeover proposals, designing insurance strategies, and contributing to client meetings. As knowledge and experience grow, duties will move towards an Advisor’s: beginning business development and leading client meetings. Successful analysts will have the opportunity to transition to Advisors.
The future hired candidate is expected to become investment and insurance licensed (passing FINRA's Series 7, 63 and SIE exams as well as the Life and Health Insurance exams) prior to joining Civic Financial.
Job Duties:
- Synthesize client goals, values, and circumstances to create thoughtful, personalized planning recommendations
- Participate in client meetings with Partners to take notes and ownership of communicating follow up to the planning team
- Work in conjunction with planning team to write recommendations, model financial projections, and produce integrated financial plans for Partner review
- As expertise grows, lead follow up or introductory meetings for less complex clients
- Collaborate with the operations team for onboarding new clients, assisting with insurance cases, and supporting the general business needs
- As expertise grows, lead follow up or introductory meetings for less complex client cases
Requirements:
- Strong cultural fit with the four core values of our firm
- Desire to work in a fast-paced environment at a quickly growing firm
- Excellent oral and written communication skills
- Demonstrated organizational and time management skills; ability to meet deadlines
- Strong attention to detail
- Can-do attitude and willingness to help in all areas of the firm
- Ability to maintain a high degree of confidentiality
- Ability to accept feedback with an open-mind and a willingness to learn / adapt
Financial Analyst Intern
We have an opening for a candidate to join our financial planning and wealth management team in our Boston office. This is a ten-week intensive summer internship program, broken up into four focus areas – investments, insurance, planning, and business development. Additionally, candidates will be expected to pass the FINRA Life and Health, Securities Industry Essentials (SIE), Series 7, and Series 63 exams before the internship commences. Responsibilities may include investment takeover proposals and implementation, financial planning work, insurance integration, and/or client facing work as a secondary advisor, depending on the candidate’s background.
Analyst Intern Focus Areas:
- Investments: assist with portfolio strategy, rebalancing accounts, harvesting losses, investing cash
- Collaborate with the operations team to onboard new clients
- Insurance: evaluate client insurance needs and build plans to protect risk and grow long-term assets
- Learn insurance design and integration with tax strategy
- Financial planning: write financial plans for clients in conjunction with planning team and Partners
- Design and run financial projections; prepare financial planning summaries for client meetings
- Business development: identifying new prospects
- Arranging meetings between self-sourced prospects and the Partners of the firm
Requirements:
- Strong cultural fit with the four core values of our firm
- Desire to work in a fast-paced environment at a quickly growing firm
- Excellent oral and written communication skills
- Demonstrated organizational and time management skills; ability to meet deadlines
- Strong attention to detail
- Can-do attitude and willingness to help in all areas of the firm
- Ability to maintain a high degree of confidentiality
- Ability to accept feedback with an open-mind and a willingness to learn / adapt