NewFinancial 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.
Vice President, Advisor (Boston) EP Wealth Advisors LLCVice President, Advisor (Boston)Norwood, MA$150,000–$200,000 / yearThe Vice President provides comprehensive services to existing clients and reinforces management functions of the Senior VP and Regional Director by establishing and maintaining lead flow generated through referral networks, internal marketing campaigns and COI's. EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving predominately high net worth individuals.
Wealth Advisor Washington Trust Bancorp IncWealth AdvisorProvidence, RI$125,000–$175,000 / yearThe ideal candidate holds a Certified Financial Planner (CFP) designation or Certified Trust and Fiduciary Advisor (CTFA) credential and brings a strong commitment to fiduciary responsibility and client service excellence. Washington Trust Wealth Management is seeking a client-focused and relationship-driven Wealth Advisor to provide comprehensive advisory services to high-net-worth individuals and families.
Wealth 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).
Advisor, Inventory Management Dell Technologies IncAdvisor, Inventory ManagementFranklin, MAFrom this role, team members have completed leadership rotations to drive high visibility projects and gain experience developing others or advanced within Global Operations to other roles in Supply Chain Planning or Data Analytics & Automation. We are dedicated to developing talent, and we will invest in team members with strong financial acumen, data analytics skills and a proven ability to lead change management initiatives across multiple lines of business.
NewSenior Home Lending Advisor - Medway MA - Medway Branch JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Medway MA - Medway BranchMedway, MAFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
NewSenior Home Lending Advisor, Westwood, MA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor, Westwood, MAWestwood, MAFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Advisor, Inventory Management Dell, Inc.Advisor, Inventory ManagementFranklin, MAFull timeFrom this role, team members have completed leadership rotations to drive high visibility projects and gain experience developing others or advanced within Global Operations to other roles in Supply Chain Planning or Data Analytics & Automation. We are dedicated to developing talent, and we will invest in team members with strong financial acumen, data analytics skills and a proven ability to lead change management initiatives across multiple lines of business.
Energy Advisor - Commercial Sales - Providence, RI Kb3 AdvisorsEnergy Advisor - Commercial Sales - Providence, RIProvidence, RI$75,000–$150,000 / weekWe offer a clear development path: Energy Advisor Senior Energy Advisor For motivated individuals, the opportunity to build a significant book of business and long-term recurring revenue is substantial. About Kb3 Advisors Kb3 Advisors is a tech enabled energy brokerage and consulting firm serving large commercial and industrial customers in deregulated markets.
Style Advisor - Legacy Place AritziaStyle Advisor - Legacy PlaceDedham, MAThe mission of the Sales Department is to sell clothes, deliver world class client experiences, and build loyal client relationships. As a Style Advisor, you will be responsible for delivering flawless Right Selling and Right Servicing to every client.
Service Advisor - Derby Street Shops AritziaService Advisor - Derby Street ShopsHingham, MA$20–$30 / hourAccurately and efficiently manage the end-to-end process of services, supporting with notifying clients of their incoming services, consistently auditing services, and proactively resolving opportunities to mitigate impacts to the client experience. Along with your team, you will process transactions, manage client services, and uphold exceptional organization at the Service Counter to create memorable moments for clients in the most important area of the store.
Service Advisor - Legacy Place AritziaService Advisor - Legacy PlaceDedham, MAAccurately and efficiently manage the end-to-end process of services, supporting with notifying clients of their incoming services, consistently auditing services, and proactively resolving opportunities to mitigate impacts to the client experience. Along with your team, you will process transactions, manage client services, and uphold exceptional organization at the Service Counter to create memorable moments for clients in the most important area of the store.
Style Advisor - Derby Street Shops AritziaStyle Advisor - Derby Street ShopsHingham, MA$20–$30 / hourThe mission of the Sales Department is to sell clothes, deliver world class client experiences, and build loyal client relationships. This is a unique opportunity to be part of the team responsible for delivering flawless Right Selling and Right Servicing to every client.
Associate Wealth Advisor Focus Partners WealthAssociate Wealth AdvisorHingham, MassachusettsBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Member Relationship Advisor I - (Universal Banker) Navigant Credit UnionMember Relationship Advisor I - (Universal Banker)Cumberland, RIFull timeCross-Selling Products: Assist members in opening new accounts (checking, savings, certificates, IRAs) and recommend products and services that meet their financial needs. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England.
Member Relationship Advisor I - Floating (Scituate, Slatersville, Chepachet, Woonsocket) Navigant Credit UnionMember Relationship Advisor I - Floating (Scituate, Slatersville, Chepachet, Woonsocket)Woonsocket, RIFull timeCross-Selling Products: Assist members in opening new accounts (checking, savings, certificates, IRAs) and recommend products and services that meet their financial needs. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England.
Farmers Insurance Licensed Referral Advisor Kevin Patrick FlanaganFarmers Insurance Licensed Referral AdvisorHOPKINTON, MAWe are a Massachusetts-based insurance agency partnering with a small number of professionals who already work with buyers, renters, or small business owners and want to monetize relationships they already have without changing their primary business. It's a structured referral and intake position with upside for the right person, then will expand to client-facing advisor and sales as you become comfortable.
Associate Wealth Advisor CorientAssociate Wealth AdvisorMassachusettsCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Digital Services Advisor - Contact Center Navigant Credit UnionDigital Services Advisor - Contact CenterLincoln, RIFull timeServes as the primary member-facing contact for all credit card servicing needs via telephone, ensuring timely, accurate, and high-quality support throughout the member experienceWHAT YOU WILL DOProvides service to members through incoming live chat, telephone, and IBK. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England.
Principal Financial Implementation Consultant (Healthcare) Workday IncPrincipal Financial Implementation Consultant (Healthcare)MA$140,300–$210,500 / yearWe know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). As an experienced financial functional consultant, you will play a key role in ensuring the successful implementation of Workday's financial solutions for our healthcare customers and guiding them through transforming their financial operations.