- Fidelity TalentSource LLC (Providence, RI)
- Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless ... Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound… more
- Fidelity TalentSource LLC (Smithfield, RI)
- Job Description:Investment Relationship Manager The RoleThe Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an ... alternative analyst and product teams at leading wealth management and financial institutions.\u00A0 This role will also include developing enterprise relationships… more
- Edward Jones (Tiverton, RI)
- …Overview** **READY** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… 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; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
- Santander US (Smithfield, RI)
- Financial Advisor , Smithfield, RI Smithfield, United States of America + Achieve and exceed both individual and branch related sales and revenue goals as defined ... both excellent verbal and written communication + Superior knowledge of financial analysis, risk evaluation, loan documentation. + Motivating, developing, and… more
- Bank of America (Providence, RI)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Bank of America (Lincoln, RI)
- National Financial Solutions Advisor I (Series 7 Required - Lincoln, RI) Lincoln, Rhode Island **Job Description:** At Bank of America, we're creating real, ... and continuation of the Bank of America/Merrill relationship. As a **National Financial Solutions Advisor (NFSA I)** , your journey begins with being taught the… more
- Citizens (Johnston, RI)
- …and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor . In this role, ... lending and investing, helping them with short- and long-term financial goals. Citizens Wealth Management is honored to be...in investment, deposit, and lending + Become a trusted advisor who earns referrals from existing clients + Engage… more
- JPMorgan Chase (East Providence, RI)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise… more
- Prime Therapeutics (Providence, RI)
- …as a liaison between senior leadership and Finance. This position acts as a key financial advisor to senior leaders, and is also responsible for ensuring the ... drives every decision we make. **Job Posting Title** Director Financial Planning & Analysis - Remote **Job Description** Purpose... Planning & Analysis team is providing relevant, insightful financial analysis to business leaders to help them make… more
- Bank of America (Providence, RI)
- …The Senior Investment Manager is responsible for defining and owning the Financial Advisor (s) and/or Advisor Team(s) overall investment management ... or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE Act Registration; ADV-2B… more
- Edward Jones (Greenville, RI)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Ryder System (Providence, RI)
- …results2. Comparison of Actual results to Rated (contract), Plan and/or Forecast3. Act as Financial Advisor to General Managers and teams + Financial ... for a major field operation, including Inventory Management and Control Financial Analysis and Planning, Financial Reporting, Accounts Payable, Accounts… more
- Kestra Financial (Westport, MA)
- …to detail, and time management skills. Essential Duties and Responsibilities * Supports Financial Advisor /Senior Client Service Associate of a large book of ... Financial Planning Alternatives is an independent financial consulting service, owned by Monisha Potter, CFP(R) and located in Westport, Massachusetts. Our firm… more
- Citizens (Johnston, RI)
- …+ Identify opportunities to help customers grow their assets by connecting them with a Financial Advisor to review their financial needs and goals + Gain ... Description Citizens Financial Group, Inc. is one of the nation's oldest and largest financial institutions, with $220.4 billion in assets as of March 31,… 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 ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- Brown University (Providence, RI)
- …first in their families to go to college and/or who have limited financial resources. Reporting to the Assistant Director of the Brown Collegiate Scholars Program, ... the Program Advisor is responsible for coaching incoming Providence Public School...coordinating opportunities for students to explore colleges, securing advantageous financial aid packages and supporting their transition to college.… more
- Randstad US (Johnston, RI)
- consumer lending service advisor . + johnston , rhode island + posted april 26, 2024 **job details** summary + $18 - $20.07 per hour + temporary + high school + ... category business and financial operations occupations + referenceAB_4523077 job details Are you...day on the weekend. As a Consumer Lending Service Advisor you will be responsible for answering calls, providing… more
- JPMorgan Chase (East Providence, RI)
- **Summary** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a… more
- H&R Block (Cranston, RI)
- **499049BR** **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
