- Edward Jones (Walpole, MA)
- **Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
- H&R Block (North Attleboro, MA)
- **517299BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... that will grow stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and business services needs… more
- Humana (Providence, RI)
- …caring community and help us put health first** The Strategy Advancement Advisor provides data-backed strategic direction to identify and address business issues and ... and member experience. In this context, the Behavioral Health Strategy Advancement Advisor leads initiatives to analyze issues related to behavioral health using… more
- Humana (Providence, RI)
- …to address healthcare opportunities and challenges with technology-enabled solutions. As an Advisor in our team you'll enable Humana leaders as they leverage modern ... + Experience working with/in large organizations + Business analytics and/or financial experience + Master's or other post-secondary degree **Use your skills… more
- Morgan Stanley (Providence, RI)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a… more
- TD Bank (Worcester, MA)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Banking Associate is a banking professional that is integral to TD's Brand promise ... in line with TD's brand promise + Understands Customer financial needs to identify opportunities to promote and educate...services to be able act as an educator and advisor to Customers and non-Customers by engaging in benefit… more
- Citizens (Johnston, RI)
- …Investment Advisor + Experience working within a large, complex financial services organization. + Strong working knowledge of the compliance risks associated ... exciting new challenges and opportunities to stretch yourself. The Compliance Associate is responsible for working within Citizens Securities, Inc.'s Compliance… more
- Morgan Stanley (Westborough, MA)
- …Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a ... the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and… more
- Bank of America (Providence, RI)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Registered Wealth Management Client Associate Providence, Rhode Island **Job Description:** At Bank...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Merck (Providence, RI)
- **Job Description** The Associate Director, Professional Services is a field-based position responsible for hiring, leading, coaching and motivating a team of ... animal business through medical education and business acumen. The Associate Director partners with peer leaders to develop and...to customers and sales teams. They will have strong financial acumen, leveraging the use of technical data to… more
- Bank of America (Shrewsbury, MA)
- Senior Banker - Shrewsbury Financial Center Shrewsbury, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make ... financial lives better through the power of every connection....has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor… more
- Staples (Framingham, MA)
- …partners with every area of the business to drive results and provide financial expertise. We are passionate about analyzing and interpreting information to assess ... guidance. Our team serves as a true partner and advisor to all our business leaders; working with them...profitability and growth. What you'll be doing: + Develop financial models and analyses to support strategic initiatives. Analyze… more
- Sumitomo Pharma (Providence, RI)
- …Duties and Responsibilities may include but not limited to:** + Serve as a key financial advisor to areas of the Commercial Organization, as it relates to ... key business partner to the Commercial organization offering key financial insights related to Operating Expense and overall P&L...Operating Expense Management, under the direction of the Associate Director, FP&A + Be a strong business partner… more
- Astrix Technology (Providence, RI)
- …managing these clients like a business with quotas, practice targets, and financial metrics - coordinating all activity across Astrix Sales and Astrix practice ... and Strategic sourcing as needed. + Employ a Trusted Advisor and strategic mindset and using consultative selling techniques,...representative of those that must be met by an associate to successfully perform the essential functions of this… more
- TD Bank (Worcester, MA)
- …Description:** The Treasury Management Officer (TMO) III is an independent senior advisor who is accountable to develop new Treasury Management (TM) business and ... other channel sales partners + Serves as the trusted advisor for clients with cash management needs to develop,...to meeting customer Banking needs + Partners with Sales Associate to deliver comprehensive recommendations based on customer cash… more
- Broadridge Financial Solutions (Providence, RI)
- …in person from time to time. You will be a part of the Broadridge Advisor Solutions team using your business analysis skills to listen to clients and translate ... role, and consultation related to best practices, scalability, and advisor site outputs. This role ensures what we deliver...or by sending an email to ###@broadridge.com . Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global… more
- Staples (Framingham, MA)
- …partners with every area of the business to drive results and provide financial expertise. We are passionate about analyzing and interpreting information to assess ... guidance. Our team serves as a true partner and advisor to all our business leaders; working with them...and growth. **What you'll be doing:** + Ensure that financial systems are in adherence with organizational needs, collect… more
- Staples (Framingham, MA)
- …partners with every area of the business to drive results and provide financial expertise. We are passionate about analyzing and interpreting information to assess ... guidance. Our team serves as a true partner and advisor to all our business leaders; working with them...payables, gather basic billing information using established and defined financial procedures, and enter invoice data into internal tracking… more
- Staples (Framingham, MA)
- …partners with every area of the business to drive results and provide financial expertise. We are passionate about analyzing and interpreting information to assess ... guidance. Our team serves as a true partner and advisor to all our business leaders; working with them...of contract language **We Offer:** + Inclusive culture with associate -led Business Resource Groups + Flexible PTO (22 days)… more