- 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 ... smooth transition and continuation of the Bank of America/Merrill relationship. As a ** National Financial Solutions Advisor (NFSA I)** , your journey… more
- Bank of America (Providence, RI)
- Merrill Financial Solutions Advisor - Providence, RI or Worcester, MA Providence, Rhode Island;Worcester, Massachusetts **Job Description:** At Bank of ... Development Program (ADP) Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the… 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 ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...our comprehensive training program? * Delivering personalized investment and financial solutions to your clients? * Taking… 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; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America… 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, ... tailored advice, personalized experiences, and innovative ideas, products, and solutions , are central to helping clients navigate changing circumstances. In… 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
- 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...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
- JPMorgan Chase (East Providence, RI)
- …everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive ... our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional...to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a… more
- Humana (Providence, RI)
- …cases. The ideal candidate will have a background in technology strategy, financial analysis, health plan operations, and a deep understanding of AI technologies. ... As an Strategy Advancement Advisor , you will help drive our go forward strategy,...use cases to understand organizational impact of technology quantifying financial and non- financial impact + Partner with… more
- Humana (Providence, RI)
- …and activate strategies to address healthcare opportunities and challenges with technology-enabled solutions . As an Advisor in our team you'll enable Humana ... + Experience working with/in large organizations + Business analytics and/or financial experience + Master's or other post-secondary degree **Use your skills… more
- Cardinal Health (Providence, RI)
- …business metrics/analytics, and rewards architecture. Sales Compensation for at-Home Solutions is responsible for identifying needs, designing, developing and ... + Translate compensation plan designs into detailed reporting requirements. + Build financial templates and models to calculate sales compensation payouts based on… more
- Broadridge Financial Solutions (Providence, RI)
- …clients 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 ... 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… more
- Citizens (Johnston, RI)
- …Compliance culture and control environment awareness. + Serve as an independent advisor to the business unit and risk management; participate in business management, ... and expectations. + Provide day to day support to Non- Financial Risk leadership with knowledge and expertise on the...and industry best practices. + Provide regulatory expertise and solutions on complex risk and compliance issues based upon… more
- Wolters Kluwer (Providence, RI)
- **Pre-Sales Senior Solutions Consultant (EHS software) - Remote R0039964** As a Pre-Sales Sr. Solutions Consultant, you will develop a understanding of the ... respond to functional and technical requirements and present our solutions to ensure successful sales completion for existing and...may stabilize for many years + Be a trusted advisor to Pre-Sales Management + Must be legally authorized… more
- Xylem (Providence, RI)
- We're Hiring for a Client Solutions Manager! If you are excited and passionate about helping #LetsSolveWater, consider joining our team today! **Xylem, Inc.** is a ... our mission by exceeding customer expectations through smart sustainable solutions . At Xylem, you will have the opportunity to... Manager** will be responsible for becoming a trusted advisor and partner to clients by leading digital transformation… 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 ... equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)...Monitoring + Trading + Client Investments Management + Client Solutions Advisory + Financial Analysis + … more
- IGT (RI)
- …in innovation, player insights, operational expertise, and leading-edge technology, our solutions deliver unrivaled gaming experiences that engage players and drive ... skills, strong persuasive and influencing skills, the ability to create and define solutions , and possess the initiative and agility required to operate in a complex… more
- CVS Health (Cumberland, RI)
- …in transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable. This role to ... that make the most significant contributions, and to provide meaningful insights and solutions . We continuously look for ways to improve our audit processes and… more
- TTEC (Providence, RI)
- …closing while maintaining an accurate forecast with our CRM + Be the trusted advisor to client prospects in offering solutions using effective sales strategies ... Doing** Looking to make an impact on a global organization as a sales trusted advisor ? Ready to develop and maximize a sale with the right combination of strategy,… 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 ... SCS, LIS CRS, and Strategic sourcing as needed. + Employ a Trusted Advisor and strategic mindset and using consultative selling techniques, sell Consulting Services… more