- Edward Jones (East Providence, RI)
- …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 ... 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
- Thrivent Financial (Providence, RI)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of ... commissions and incentives based on your success. Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding Christians on… more
- Thrivent Financial (Worcester County, MA)
- …you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding ... looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed. + Motivated… 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
- 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 (Lincoln, RI) (Series 7 Required) 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
- Bank of America (North Kingstown, RI)
- Financial Solutions Advisor - Consumer Investments - Rhode Island Market Providence, Rhode Island;North Kingstown, Rhode Island; Woonsocket, Rhode Island; ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run… more
- Cardinal Health (Providence, RI)
- …on driving strategic value that influences key business decisions. **_Job Summary_** The Advisor , Financial Planning and Analysis serves as a key business ... **_What Financial Planning & Analysis contributes to Cardinal Health_**...contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and… more
- JPMorgan Chase (Cranston, RI)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … 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 the organization's assets. … 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 the organization's assets. … more
- Cardinal Health (Providence, RI)
- …include month end and mid-month variance analysis and projections to forecast and budget, business case development and other ad hoc support to 3PL business as ... necessary. **_Responsibilities_** + Business partner to business operations director(s) + Own monthly results analysis, focused on volume, rate, mix analysis + Build cross functional businesses cases / deal models + Support customer facing conversations to… more
- Thrivent Financial (North Dartmouth, MA)
- …members, customers, and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans ... prospects. The Associate reports to and is employed/contracted by the Financial Advisor . Thrivent Investment Management Inc. is the sponsor for FINRA… more
- Edward Jones (Bristol, RI)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your… more
- Sedgwick (Providence, RI)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Surety Claims Advisor **PRIMARY PURPOSE** **:** To ... analyze complex or technically difficult contract surety bond claims; to provide resolution of highly complex nature and/or high exposure surety claims; to coordinate case management within Company standards, industry best practices and specific client service… more
- Edward Jones (Portsmouth, RI)
- …Support Team 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 on ... 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
- Citizens (Fall River, MA)
- …7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... be responsible for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating… more
- CDM Smith (Warwick, RI)
- …and compliance with industry standards. This role also serves as the main financial advisor and leadership partner to our transportation leadership team. Our ... for someone who can act as the subject matter expert for the financial operations and main advisor to the Managers and Directors of this division. **We are open… 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 ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… 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 ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more