- Citizens (Wellesley, MA)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- World Insurance Associates, LLC. (Putman, CT)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- CBRE (Providence, RI)
- …** Client Relationship Management** + Serve as a trusted advisor tohigh valuecorporate buyersthroughout the transaction lifecycle. + Maintain frequent ... proactively engage corporate buyers of transferable tax credits including Fortune 1000and private companies. + Build and manage a pipeline of corporate relationships… more
- Citizens (Johnston, RI)
- …to FINRA, SEC, and other regulatory requirements + Point of Escalation: All RSO, Wealth Advisor , and client escalations will be handled by the role + Team ... for building out the first line of defense day-to-day supervision for the Private Wealth and Citizens Securities wealth businesses. This role will require at least… more
- Confluent (Providence, RI)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... + Strong service delivery, time, project and priority management skillsExperience in project financial fundamentals + Love for work in a fast growing and dynamic… more
- Lumen (Providence, RI)
- …solutions to our customers with a goal to become a trusted advisor by highlighting how our products solutions enabling digital business strategies. **Location** ... business and technology objectives, conduct full technical discovery, and architect client solutions to meet gathered requirements. Assess business and operations… more