- 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:** 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 (Cranston, 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 (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 ... 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
- 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, ... tailored advice, personalized experiences, and innovative ideas, products, and solutions , are central to helping clients navigate changing circumstances. In… 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
- 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
- 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...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… 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
- 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
- Cardinal Health (Providence, RI)
- **_Job Summary_** Reporting to the Manager, Revenue Management, the Advisor , Pricing Strategy will be accountable for developing, communicating, and leading the ... to the Marketing and Sales teams. + Understanding Product and Category strategy, financial objectives, and Pricing expectations. + Managing the execution of a wide… more
- Humana (Providence, RI)
- …and activate strategies to address healthcare opportunities and challenges with technology-enabled solutions . As an Advisor in our team you'll enable Humana ... + Experience working with/in large organizations + Business analytics and/or financial experience + Master's or other post-secondary degree **Use your skills… 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
- Cardinal Health (Providence, RI)
- …execute pricing strategies. + Demonstrates knowledge of customer deal economics, financial modeling techniques, and related pricing strategies. + Works effectively ... field sales to align their proposals with overall company financial goals. + Partner with field sales to develop...on complex projects of large scope + Develops technical solutions to a wide range of difficult problems. … 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 ... 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
- 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 ... 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
- Bank of America (Providence, RI)
- …The Senior Investment Manager is responsible for defining and owning the Financial Advisor (s) and/or Advisor Team(s) overall investment management ... equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)...Monitoring + Trading + Client Investments Management + Client Solutions Advisory + Financial Analysis + … more