NewFinancial Advisor JobotFinancial AdvisorMilford, MA$130,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With a strong national presence and a people-first culture, we offer employees the opportunity to make a meaningful impact while continuing to grow their careers in a supportive and forward-thinking environment.
NewFinancial Advisor/Wealth Manager - Providence, RI New England Financial Advisors (NEFA)Financial Advisor/Wealth Manager - Providence, RIProvidence, RIOur fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of working-class people with a sole focus of providing comprehensive financial planning and wealth management services to help them realize their dreams. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit.
Wealth Management Senior Financial Planner Washington Trust Bancorp, Inc.Wealth Management Senior Financial PlannerProvidence, RI$110,000–$135,000 / yearDevelop and deliver sophisticated financial plans using tools such as MoneyGuide Elite, Holistiplan, Luminary, Income Lab and Microsoft Excel to high net worth and ultra-high net worth clients. You'll serve as a trusted advisor and subject matter expert, helping clients navigate complex financial decisions while supporting our internal teams with your planning expertise.
Financial Advisor Northwestern MutualFinancial AdvisorRockland, Massachusetts$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Planning Consultant - Smithfield, RI FidelityFinancial Planning Consultant - Smithfield, RISmithfield, Rhode IslandRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Deliver personalized, end-to-end planning and advice for FAS-covered clients , including unified investment strategies, retirement savings and inidelity is come planning , college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.
Financial Solutions Advisor - Rhode Island Market Bank of America CorpFinancial Solutions Advisor - Rhode Island MarketProvidence, RI$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Back to search results Financial Solutions Advisor - Rhode Island Market Providence, Rhode Island; Cranston, Rhode Island; Johnston, Rhode Island Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Personal Financial Counselor, Assignment Ready Counselor - Rhode Island Magellan Health ServicesPersonal Financial Counselor, Assignment Ready Counselor - Rhode IslandMiddletown, RIServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Assignment Ready Counselor - Rhode Island Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor - Rhode IslandNewport, RIServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteRIRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Merrill Advisor Development Program - Financial Advisor: Providence Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Providence MarketProvidence, RI$80,000–$90,000 / yearOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Wealth Advisor Washington Trust Bancorp, Inc.Wealth AdvisorMcgowan Corners, RI$125,000–$175,000 / yearCFP designation preferredBachelor's degree in Finance, Business, or a related fieldMinimum of 10 years of experience in financial planning, wealth advisory, trust services, or related fieldStrong knowledge of financial planning disciplines, including retirement, estate, tax, and fiduciary strategiesDemonstrated ability to build and sustain client relationshipsExcellent communication, presentation, and interpersonal skillsCommitment to providing exceptional client service and putting clients' best interests first. Passion for helping clients achieve long-term financial well-beingStrong emotional intelligence and relationship management skillsAbility to integrate planning strategies with trust and fiduciary considerationsClear communicator who can simplify complex financial conceptsProactive and service-oriented mindset.
NewWealth Management Advisor TIAAWealth Management AdvisorProvidence, RI$100,000–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Private Client Relationship Manager Citizens Financial Group IncPrivate Client Relationship ManagerGreenville, RIAs a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Vice President, Executive Planning Consultant - Northeast Market FidelityVice President, Executive Planning Consultant - Northeast MarketMassachusettsRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. By integrating workplace benefits and plan provisions into comprehensive financial plans, the EPC helps executives make informed decisions that support both their immediate and long-term financial well-being while delivering outstanding client experience through ongoing consultation and relationship management.
Investment Management Consultant II - Smithfield FidelityInvestment Management Consultant II - SmithfieldSmithfield, Rhode IslandRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Demonstrated effective practice management capabilities and consultative selling skills to handle a book of business on behalf of Fidelity Wealth and Workplace Advisors, utilizing internal support resources.
NewVice President, Annuity Sales Hub International InsuranceVice President, Annuity SalesProvidence, Rhode IslandDevelops new production from producers, by understanding their unique situation and imparting the tools and concepts that create revenue and make the complex, simple, daily focus on high-value selling activities & exceeding service expectations to create fertile ground for deep customer relationships. Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $50,000-$125,000 with additional bonus opportunity based on the total revenue generated from their book of business.
Planning Consultant - Providence, RI FidelityPlanning Consultant - Providence, RIProvidence, Rhode IslandRemoteRelationship Management Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs.
Portfolio Manager II Bank of America CorpPortfolio Manager IIProvidence, RI$105,000–$175,000 / yearKey responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Home Infusion Clinical Liaison (Hybrid) Boston Medical CenterHome Infusion Clinical Liaison (Hybrid)Randolph, MA$43.03–$62.50 / hourREQUIRED EDUCATION AND EXPERIENCE: Bachelor's degree in Nursing, Healthcare Administration, Business, Marketing, Life Sciences, or a related healthcare field, combined with 3-5 years of experience in home infusion, specialty pharmacy, healthcare business development, care coordination, or clinical liaison roles, is required, or an equivalent combination of education and experience. ESSENTIAL RESPONSIBILITIES / DUTIES: Drives referral development and business growth by establishing, maintaining, and expanding professional relationships with physicians, advanced practice providers, nursing leaders, case managers, discharge planners, home health agencies, affiliated provider networks, hospitals, and community partners to increase clinical utilization of Home Infusion services system-wide.