- Citizens (Westwood, MA)
- …and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and ... personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and… 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
- Citizens (Johnston, RI)
- …the role as a condition of employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. + Demonstrated ... 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 (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 - Development Program (Lincoln, RI) Lincoln, Rhode Island **Job Description:** **National Financial Solutions Advisor ... continuation of the Bank of America/Merrill relationship. As a **National Financial Solutions Advisor (DP)** , your journey begins by obtaining your Securities… 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 (Providence, RI)
- Financial Solutions Advisor - Consumer Investments - Rhode Island Market Providence, Rhode Island **Job Description:** At Bank of America, we are guided by a ... common purpose to help make financial lives better through the power of every connection....developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we… more
- Bank of America (Wellesley, MA)
- Financial Solutions Advisor - Consumer Investments - Boston West Market Brookline, Massachusetts;Wellesley, Massachusetts; Newton, 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
- M&T Bank (Worcester, MA)
- …Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... + *Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios,… 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' well-being...well-being by providing guidance and facilitating access to vital financial programs and services. They help to analyze a… 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
- Edward Jones (Needham, 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 ... and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your… 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 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 (Wellesley, MA)
- …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
- Morgan Stanley (Worcester, MA)
- …SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams ... on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist… more
- CenterWell (Providence, RI)
- …caring community and help us put health first** The Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and ... support for business segments or the company at large. The Strategy Advancement Advisor works on problems of diverse scope and complexity ranging from moderate to… more
- H&R Block (Norwood, MA)
- **558227BR** **Title:** Senior Client Advisor -Small Business and Tax **What you'll do ** **:** Applies principles of accounting to analyze financial information ... and returns for businesses and clients. Provides advice on financial and tax matters and should have an in-depth...skills and is a good communicator. Serves as business advisor to our clients aiming at maximizing engagement and… more
- World Insurance Associates, LLC. (West Warwick, RI)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top… more
- H&R Block (North Attleboro, MA)
- **524528BR** **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
- Travelers Insurance Company (Providence, RI)
- …- $66,100.00 **Target Openings** 17 **What Is the Opportunity?** As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor ... requirements. As a result, InsuraMatch requires that all InsuraMatch Insurance Advisor Trainees obtain and maintain an insurance license (either Property and… more