- Citizens (Johnston, RI)
- …identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management ... for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate… more
- Edward Jones (Worcester, MA)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own… more
- H&R Block (North Attleboro, MA)
- …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 year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...+ Experience completing business tax returns + Experience conducting virtual tax interviews + Sales and/or marketing experience +… more
- H&R Block (North Attleboro, MA)
- …years of experience in accounting, finance, bookkeeping or tax + Experience conducting virtual tax interviews that create confidence in clients + Tax planning and ... and support do it yourself online tax clients through virtual tools (ie, video conferencing, phone, chat, email) +...help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible… more
- H&R Block (North Attleboro, MA)
- …offerings can help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health Advocate. + Wellbeing ... Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, ( virtual ) fitness center programs, and the associate discount program; are… more
- Lumen (Providence, RI)
- …We are seeking a dynamic Industry Strategist with deep industry expertise in financial services vertical (FSI). As the FSI Strategist, you will play a pivotal ... deals. The ideal candidate must possess a deep understanding of the financial services industry. The candidate must possess strong relationship-building skills and… more
- Raymond James Financial, Inc. (Providence, RI)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... business summary reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client… more
- Sharecare (Providence, RI)
- …and manage all their health in one place. Our comprehensive and data-driven virtual health platform is designed to help people, providers, employers, health plans, ... The Provider Sales Executive will serve as a trusted advisor and subject matter expert on Provider Solutions related...individual work impacts the organization and its strategic and financial goals; and how tasks and projects affect the… 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 ... delivery, time, project and priority management skillsExperience in project financial fundamentals + Love for work in a fast...(eg Java, Python, Go, etc.) + Experience with Java Virtual Machine (JVM) tuning and troubleshooting + Experience with… more
- Xerox (Providence, RI)
- …industrial environments, our differentiated business and technology offerings and financial services are essential workplace technology solutions that drive success ... + Build lasting relationships with key decision-makers and become a trusted advisor . + Collaborate with internal teams to exceed targets and deliver value.… more