- Bank of America (Lincoln, RI)
- National Financial Solutions Advisor - Development Program (Lincoln, RI) Lincoln, Rhode Island **Job Description:** ** National Financial ... smooth transition and continuation of the Bank of America/Merrill relationship. As a ** National Financial Solutions Advisor (DP)** , your journey begins… 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 ... 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:** Merrill Wealth ... 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 (Wellesley, MA)
- Financial Solutions Advisor - Consumer Investments - Boston West Market Brookline, Massachusetts;Wellesley, Massachusetts; Newton, Massachusetts **Job ... and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business… more
- Bank of America (Sutton, MA)
- Financial Solutions Advisor - Consumer Investments - Western MA Market Worcester, Massachusetts;Sutton, Massachusetts **Job Description:** At Bank of ... and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business… more
- 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 ... financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of...in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs 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; ... 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
- 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
- World Insurance Associates, LLC. (West Warwick, RI)
- …& HR solutions . Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to ... World Insurance Associates ("World") is a unique financial services organization with a global network of...niche. While your focus is selling commercial lines risk solutions , you also are empowered to help clients with… more
- Cardinal Health (Providence, RI)
- …investors, and others, as it relates to ESG topics.** **_Role Summary_** **The Advisor in this role will be responsible for maintaining and improving existing ESG ... social and governance (ESG) data and disclosures across the enterprise. The advisor will support all aspects of data collection, aggregation, validation, gap… more
- Equitable (Wellesley, MA)
- Wealth Management Advisor - MA, Wellesley (3998) ( 2100007N ) **Primary Location** : UNITED STATES-MA-Wellesley **Organization** : Equitable Advisors **Description** ... by our mission to help our clients secure their financial well-being providing them confidence to pursue long and...and access to a full suite of remote-work technology solutions . You will also upskill from participating in local… 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 **Additional Information**… more
- Cardinal Health (Providence, RI)
- …Operations 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
- 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
- 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
- Nutanix (Providence, RI)
- …our CEO, Rajiv Ramiswami, talking about its significance here: https://www.nutanix.com/ solutions /ai?icid=60011URNSNIE5 **About the Team** We are looking for an ... experienced, motivated, and entrepreneurial AI Solutions Architect to support our Enterprise AI GPT Go...space evolves. **Your Role** + Act as an AI Advisor to our next set of NAI customers through… more
- Lumen (Providence, RI)
- …the Global Partner Solutions organization. This role will be a trusted advisor supporting the SVP - GPS and their leadership team. The overriding objective is ... interested in partnering closely with the business leadership in Global Partner Solutions within Lumen? Does working in a fast-paced environment with agility sound… more
- Edward Jones (Needham, MA)
- …analyzing, and resolving a wide variety of issues related to personalized investment solutions , involving the financial advisor when appropriate + Desire ... the client team, working under the leadership of a financial advisor . You thrive in an inclusive...and apply legal and regulatory requirements related to selling financial solutions + Work independently with strong… more
- Teradata (Providence, RI)
- …challenges, and positioning Teradata Products and offerings tailored as data-driven solutions to address their needs. You will work closely with cross-functional ... objectives, pain points, and opportunities to position Teradata as a trusted advisor . + Solution Selling: Collaborate with Industry Experts (IE), Solution Engineers… 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 ... 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