- Citizens (Johnston, RI)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- Citizens (East Providence, RI)
- …with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth ... of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning...Advisor , and Certified Financial Planners(R), create the Citizens Private … more
- World Insurance Associates, LLC. (West Warwick, RI)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- WSP USA (Providence, RI)
- …England Planning Team and be a part of a growing organization that meets our client 's objectives and solves their challenges. The primary need is in the New England ... market enhancing client contacts and growing business in Boston and New...business planning, and business development + Responsible for the financial health of the planning practice in the New… more
- Public Consulting Group (Providence, RI)
- …deliverable creation, and communicating project performance and progress. + Advise senior client executives and as a trusted advisor for technology-related ... our Technology Consulting Practice Area. The Director will work with senior client executives implementing or advising on large-scale software solutions in Public… more
- Confluent (Providence, RI)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... + Strong service delivery, time, project and priority management skillsExperience in project financial fundamentals + Love for work in a fast growing and dynamic… more