- Edward Jones (Walpole, 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 ... 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
- 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 (Cranston, RI)
- Financial Solutions Advisor - Consumer Investments - Rhode Island Market Cumberland, Rhode Island;Cranston, Rhode Island; North Dartmouth, Massachusetts **Job ... 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
- Citizens (East Providence, 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
- Milford Regional Medical Center (Milford, MA)
- …Statement of Purpose: Under the direction of the Director of Patient Financial Services (PFS), this individual ensures patients are appropriately financially covered ... cleared to have medical and surgical services. The Patient Financial Counselor has a direct impact on patients' wellbeing...wellbeing by providing guidance and facilitating access to vital financial programs and services. They help to analyze a… 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
- 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
- Sumitomo Pharma (Providence, RI)
- …Expense and overall P&L management. **Job Duties and Responsibilities** + Serve as financial advisor to the T&Q organization, including VPs in Manufacturing, ... product allocations. + Build Collaborative working relationships with partners in financial operations, costing, FP&A, R&D, and Accounting. + Develop deep… more
- Sumitomo Pharma (Providence, RI)
- …Expense and overall P&L management. **Job Duties and Responsibilities** + Serve as a key financial advisor to areas of the G&A Organization, as it relates to ... various Stakeholders + Ad hoc reporting and analysis + Maintain and Improve financial reporting systems + Work closely with other members of the Finance organization… more
- Citizens (Stoughton, MA)
- …with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified ... based on their financial goals, including but not limited to Financial Advisor , Wealth Advisor , Home Loan Officer, Small Business Partners, etc. +… 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 ... take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client… 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
- 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
- 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
- Humana (Providence, RI)
- …first** Humana Healthy Horizons in Virginia is seeking a Strategy Advancement Advisor (FIDE SNP) who will provide data-based strategic direction to identify and ... segments or the company at large. The Strategy Advancement Advisor (FIDE SNP) works on problems of diverse scope...to deliver better health outcomes for our members and financial growth for our company. + Support the Medicaid… more
- H&R Block (Cranston, RI)
- **517402BR** **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