- UMB Bank (Providence, RI)
- ** RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a ... unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully… more
- Bank of America (Lincoln, RI)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... National Financial Solutions Advisor - Development Program (Lincoln, RI)) Lincoln, Rhode...buying a home, building a family, or planning for retirement . As part of our commitment, we are looking… more
- Bank of America (Providence, RI)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- UMB Bank (Providence, RI)
- **Trust Advisor I** Builds long-term client relationships through quality customer service, including anticipating client needs, clear communications, ... effective client meetings, and meeting client service level standards. Provides proper fiduciary administration for all aspects of assigned accounts, including… more
- Travelers Insurance Company (Providence, RI)
- …- $67,900.00 **Target Openings** 25 **What Is the Opportunity?** As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor ... In this role, you'll learn to manage inbound business opportunities and maintain client communication via outbound calls and emails until the sale is finalized. You… more
- Bank of America (Providence, RI)
- Financial Solutions Advisor - Rhode Island Market Providence, Rhode Island;Fairhaven, Massachusetts; Johnston, Rhode Island; Providence, Rhode Island **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Providence/Financial-Solutions- Advisor Rhode-Island-Market\_25036158) **Job Description:** At Bank of America, we… more
- Travelers Insurance Company (Providence, RI)
- …Do: Transform how people protect what matters most! As an Insurance Advisor Trainee, you'll become a trusted sales consultant helping customers nationwide find ... in making you an expert -Real Impact from Day One: manage your client relationships and close deals -Master Consultative Selling: no pushy tactics, just genuine… more
- H&R Block (North Attleboro, MA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and… more
- Oracle (Providence, RI)
- …standards. We are currently seeking a **Third-Party Risk Management (TPRM) Security Advisor ** to join our team. This critical role is responsible for driving ... functions within Oracle's third-party risk management program. As the **TPRM Security Advisor ** , you will ensure that all suppliers and service providers align… more
- Oracle (Providence, RI)
- …as C or C+Bonus: Experience in a Chief Architect or Technical Advisor role in a fast-paced, matrixed organizations **Responsibilities** 1. Technical Expertise ... prioritization, project planning, and follow-through. 4. Leadership & Soft Skills Trusted advisor to senior tech leaders. Able to mentor engineers and drive… more
- UNUM (Providence, RI)
- …provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring ... Minimum starting hourly rate is $22.00 The Customer Benefit Advisor (CBA) I is the entry level in a...performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5%… more
- Kohl's (Seekonk, MA)
- About the Role As Beauty Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... approach and ensure an excellent overall client experience. You will maintain expert knowledge of top...Protection Plans, Critical Illness Plans and more), SAVINGS & RETIREMENT BENEFITS (401k, Flexible Spending Accounts and associate discount… more
- Oracle (Providence, RI)
- …Responsibilities: . Customer Advocacy & Executive Engagement o Serve as a trusted advisor to CISOs and other security executives in all industry sectors across ... strategic leadership with technical depth Disclaimer: **Certain US customer or client -facing roles may be required to comply with applicable requirements, such… more
- H&R Block (North Attleboro, MA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... you'll support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. You'll… more
- H&R Block (North Attleboro, MA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as… more
- Bank of America (Providence, RI)
- …strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on ... develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial… more
- NTT America, Inc. (Providence, RI)
- … and prospect situations that positions the sales team member as an expert client advisor . Success will require the ability to link company offerings, including ... thrive. **Your day at NTT DATA** As a Senior Client Manager at NTT DATA, you will be instrumental...with them and to be seen as a trusted advisor . + Sales solution skills. The knowledge of the… more
- Oracle (Providence, RI)
- **Job Description** **Sr. SaaS Consulting Client Partner, Manufacturing** **Location, Remote/US Nationwide/Travel** Oracle's mission is to help people see data in ... their unique skills, energy, and creativity to help us continuously deliver extraordinary client experiences. As a Sr. Client Partner, you will be responsible… more
- KeyBank (Putnam, CT)
- …Street - Putnam, Connecticut 06260 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. The ... Private Client Banker...expert advice on managing their finances, including investment strategies, retirement planning, and tax optimization. This role requires assessing… more
- World Insurance Associates, LLC. (West Warwick, RI)
- …and payroll & HR solutions. Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique ... fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. As...payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to… more