- 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...your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience … more
- Bank of America (Providence, RI)
- …such as core Banking, and Investment and Life Priority (TM) solutions + Shadows Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...activities and long-term strategies for clients **Desired Qualifications:** + Experience working in the financial service industry… 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 ... a defined path to become a successful and independent financial advisor . You will have the opportunity...65 in lieu of 66) licenses** + Two years' experience working in the financial service industry… more
- Bank of America (Providence, RI)
- …practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & ... Description:** If you have at least 5+ years of experience as a Financial Advisor ...65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established… more
- Lincoln Technical Institute (Lincoln, RI)
- Lincoln Tech in Lincoln, RI is seeking an on-campus Financial Aid Advisor who will serve as the support liaison between corporate financial aid services and ... degree or an equivalent combination of education, training, and experience + 1+ years of financial aid...aid to start school + Organize and manage all required data entry and file maintenance in the student… more
- Citizens (Johnston, RI)
- …starting the role as a condition of employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. + ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- Bank of America (Cranston, RI)
- Financial Solutions Advisor - Consumer Investments...products and services. * Has at least one year experience working in the financial service industry ... Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to...in a demanding environment. * At least three years' experience working in the financial service industry… more
- Berkshire Bank (Providence, RI)
- **Position** : VP, Investment Advisor & Financial Planner **Location** : Providence, RI **Division:** Asset Management **Department:** Berkshire Wealth ... ** Experience :** + 5+ years of Wealth Management experience managing client relationships with expertise in financial...meeting new business goals **Skills & Knowledge:** + Strong financial planning skills required + Strong interpersonal… more
- JPMorgan Chase (East Providence, RI)
- …analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. ** Required qualifications, capabilities, ... 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
- Sedgwick (Providence, RI)
- …claims management experience or equivalent combination of education and experience required . **Skills & Knowledge** + In-depth knowledge of appropriate ... meaningful, each and every day. It's having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing your… 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, ... Bachelor's degree in finance or accounting + FP&A and Financial Reporting experience + Advanced expertise in...an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be… more
- Citizens (Johnston, RI)
- …Audit and the Regulators. Qualifications: + 8+ years' experience Risk management experience from working in financial services industry + Experience in ... and control environment awareness. + Serve as an independent advisor to the business unit and risk management; participate...and expectations. + Provide day to day support to Non- Financial Risk leadership with knowledge and expertise on the… more
- Citizens (Cranston, RI)
- …with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified ... in deep discovery conversations and delivering a best-in-class client experience . Leading with financial planning requires you... financial goals, including but not limited to Financial Advisor , Wealth Advisor , Home… more
- Lincoln Financial Group (Providence, RI)
- …to work experience , education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of ... role, you will be the primary liaison to strategic advisor and consultant firms. You will be responsible for...+ Develop and maintain a strong understanding of Lincoln Financial Group (LFG) products, services and operational structure to… more
- SHI (Providence, RI)
- …Sr. Network & Security Solutions Architects willrepresentSHI as the trusted advisor on all areas of Networking (ie, routing/switching/load balancing/firewalls/ etc.) ... the US + Continuous professional growth and leadership opportunities. + Health, wellness, and financial benefits to offer peace of mind to you and your family. +… more
- Guardian Life (Providence, RI)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience , with experience at an insurance-affiliated ... Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,...as a plus. + Prior examination, auditing or testing experience . + Series 7 & 24 licenses required… 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 ... Planning, Financial Reporting, Accounts Payable, Accounts Receivable and Billing) required . + Candidate must have functional knowledge of the WMS systems.… more
- Ryder System (Providence, RI)
- …(LM) to identify opportunities for cost and productivity improvements. + Act as a financial advisor to General Managers and operational teams. + Must have a ... Planning, Financial Reporting, Accounts Payable, Accounts Receivable and Billing) required . + Candidate must have functional knowledge of the WMS systems.… more
- Prime Therapeutics (Providence, RI)
- …of education and/or relevant work experience ; HS diploma or GED is required + 8 years of combined financial analysis and/or accounting experience ... leadership and Finance. This position acts as a key financial advisor to senior leaders and is...asset and accounting software + Excellent communication skills with experience presenting detailed financial information to senior… more
- Broadridge Financial Solutions (Providence, RI)
- …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 translate ... functionality by user role, and consultation related to best practices, scalability, and advisor site outputs. This role ensures what we deliver meets what the… more