- Bank of America (Providence, RI)
- Merrill Financial Solutions Advisor (Partially Licensed) - Providence, RI or Worcester, MA Providence, Rhode Island;Worcester, Massachusetts **Job ... Development Program (ADP) Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the… 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
- Bank of America (Cumberland, RI)
- Financial Solutions Advisor - Consumer Investments - Rhode Island Market Cumberland, Rhode Island;Cranston, Rhode Island; North Dartmouth, Massachusetts ... and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business… more
- Edward Jones (North Attleboro, MA)
- **Job Overview** **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
- Citizens (Johnston, RI)
- …and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and ... financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of...in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and… 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
- Cardinal Health (Providence, RI)
- **What Financial Planning & Analysis contributes to Cardinal Health** Finance oversees the accounting, tax, financial plans and policies of the organization, ... establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards...on complex projects of large scope + Develops technical solutions to a wide range of difficult problems. … more
- Cardinal Health (Providence, RI)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, ... establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards...celebrate the power of our differences to create better solutions for our customers by ensuring employees can be… 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
- Evolent Health (Providence, RI)
- …more connected care journey. We are hiring for a Senior Practice Performance Advisor to join our Provider Solutions /Relations Team. The Senior Practice ... strategies and performance improvement plans + Deploy Evolent/NIA's clinical, financial , and operational improvement initiatives with providers in designated markets… more
- Cardinal Health (Providence, RI)
- …and accurately documents business processes and related audit findings **Responsibilities** + Advisor will be auditing financial and operational audit projects + ... Health_** Internal Audit - Finance is responsible for conducting financial and operational audits to ensure compliance with policies,...on complex projects of large scope + Develops technical solutions to a wide range of difficult problems. … more
- Cardinal Health (Providence, RI)
- …and optimizes supplier relationships and product portfolio to drive financial results, increase market share and exceed customer expectations. **_Accountabilities ... on complex projects of large scope. + Develops technical solutions to a wide range of difficult problems. ...consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex,… 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
- Lincoln Financial Group (Providence, RI)
- …Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com. Lincoln ... Glance** We are excited to bring on a motivated ** National Director of Consultant Relations** to our Institutional Retirement...role, you will be the primary liaison to strategic advisor and consultant firms. You will be responsible for… more
- Citizens (Cumberland, RI)
- …with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified ... proposition and allows the client to utilize those personalized financial solutions that address their specific ... financial goals, including but not limited to Financial Advisor , Wealth Advisor , Home… more
- Morgan Stanley (Providence, RI)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... current * Identify and assist with Firm services and solutions that support clients' needs including banking products and...on client account alerts * *OTHER * Partner with Financial Advisor (s) in developing a business plan… more
- Citizens (Johnston, RI)
- …with exceptional influencing ability and strong business acumen - ideally within a financial services and/or sales environment. If you are a fast learner who is ... by engaging in candid conversations to identify the best solutions . Proactively anticipate business needs and recommend solutions...to strengthen the team. + Act as a trusted advisor to senior leaders, providing guidance on complex HR… more
- Renaissance (Providence, RI)
- …you join a global leader in pre-K-12 education technology! Renaissance's solutions help educators analyze, customize, and plan personalized learning paths for ... partners have helped drive phenomenal student growth, with Renaissance solutions being used in over one-third of US schools...our Purchasing and Sourcing department. Reporting to the Chief Financial Officer (CFO) or the Senior Vice President (SVP)… more
- Guardian Life (Providence, RI)
- …while supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and ... and in writing to various partners. **You have** + Broad knowledge of the financial services industry and FINRA, SEC and State rules and regulations along with a… more