- 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 ... 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:** Merrill Wealth ... 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 (Westerly, RI)
- Financial Solutions Advisor - Consumer Investments - Southeast CT. Market Branford, Connecticut;Westerly, Rhode Island; Wallingford, Connecticut; North ... and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business… more
- Bank of America (Providence, RI)
- Financial Solutions Advisor - Consumer Investments - Rhode Island Market Providence, Rhode Island **Job Description:** At Bank of America, we are guided by a ... 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 Dartmouth, MA)
- …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 ... making an impact to change lives. You and your financial advisor will complement each other to...understanding of legal and regulatory requirements related to selling financial solutions + Critical thinker, problem solver,… more
- Edward Jones (Bristol, RI)
- **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
- 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
- World Insurance Associates, LLC. (West Warwick, RI)
- …& HR solutions . Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to ... World Insurance Associates ("World") is a unique financial services organization with a global network of...niche. While your focus is selling commercial lines risk solutions , you also are empowered to help clients with… more
- Cardinal Health (Providence, RI)
- …Manages and optimizes supplier relationships and product portfolio to drive financial results, increase market share and exceed customer expectations. **_Job ... Summary_** The Advisor , Category Management has full profit-and-loss responsibility for a...category plans and innovative merchandising programs to deliver on financial objectives for the product category and ensures Cardinal… more
- Cardinal Health (Providence, RI)
- …strategy and pricing, facilitating the deal approval process and related governance, and financial modeling of deal economics across a variety of scenarios. This job ... recommendations to the Marketing and Sales teams . Create financial models, applying pricing analytics and other financial...on complex projects of large scope . Develops technical solutions to a wide range of difficult problems .… more
- Teradata (Providence, RI)
- …(SE), Inside Sales Representatives (ISR) to design and present data analytics solutions that align with financial services clients' and persona-aligned strategic ... the financial services sector. Experience with data analytics, IT solutions , or consulting is highly desirable. + Exceptional communication and presentation… more
- Nutanix (Providence, RI)
- …our CEO, Rajiv Ramiswami, talking about its significance here: https://www.nutanix.com/ solutions /ai?icid=60011URNSNIE5 **About the Team** We are looking for an ... experienced, motivated, and entrepreneurial AI Solutions Architect to support our Enterprise AI GPT Go...space evolves. **Your Role** + Act as an AI Advisor to our next set of NAI customers through… more
- Citizens (New Bedford, MA)
- …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
- Lumen (Providence, RI)
- …We provide industry insights, provide thought leadership to customers, and inspire solutions that empower our partners to innovate, adapt, and delight their own ... and industry leaders to drive success on Lumen through impactful industry solutions that enable digital transformation. We are seeking a dynamic Industry Strategist… more
- Guardian Life (Providence, RI)
- …Advisor to their clients. Through continued growth and creation of client and advisor solutions , we aim to help Field Representatives grow and diversify their ... of the approved annuity platform and provide individual FRs annuity solutions for specific client situations leveraging their understanding of the available… more
- Lumen (Providence, RI)
- …We provide industry insights, provide thought leadership to customers, and inspire solutions that empower our Partners to innovate, adapt, and delight their own ... and industry leaders to drive success on Lumen through impactful industry solutions that enable digital transformation. We are seeking a dynamic Partner Development… more
- Copeland (Providence, RI)
- …industry knowledge and guidance to help meet their pivotal initiatives with Vilter solutions . Become their trusted advisor . + Develop the overall strategic ... combined with category-leading brands in compression, controls, software and monitoring solutions result in next-generation climate technology that is built for the… more
- Guardian Life (Providence, RI)
- … Advisor (RIA), which offers clients an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist ... be responsible for growing sales of Park Avenue Securities High Net Worth solutions by supporting PAS advisors throughout the Western Territory. **You are** +… more