Consumer Investments - Financial Services Representative I (Lincoln, RI) Bank of America CorpConsumer Investments - Financial Services Representative I (Lincoln, RI)Riverside, RI$25–$27 / hourWe 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. Back to search results Consumer Investments - Financial Services Representative I (Lincoln, RI) Riverside, Rhode Island; Lincoln, Rhode Island Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Consultant | Banking & Financial Services | Customer Risk Assessment & Risk Scoring IMCS Group IncConsultant | Banking & Financial Services | Customer Risk Assessment & Risk ScoringJohnston, RICompany Description: IMCS Group is one of the fastest growing MWBE (Minority Woman Owned Enterprise) staffing firms in the U.S. We focus on bringing a Diversity Recruitment approach to Fortune 500 companies within North America and EMEA region contingent labor programs. IMCS Group is committed to maintaining an inclusive workforce, where employees are hired, retained, compensated, and promoted based on their contributions to our Company.
Manager, Patient Financial Services & Vendor Mangagement Southcoast Health System IncManager, Patient Financial Services & Vendor MangagementFairhaven, MA$68,452.80–$115,148.80 / hourNestled in local communities, Southcoast Health provides inclusive, ethical workplaces where our highly skilled caregivers offer world-class, comprehensive healthcare close to home. Perform diversified duties including supervision and coordination of assigned personnel and activities to include patient financial screening, third party billing vendors, bad debt turnovers, collections, compliance, etc.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalNewport, Rhode IslandRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
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.
Financial Advisor - Providence, RI Thrivent Financial for LutheransFinancial Advisor - Providence, RINew East Providence, RIThrivent 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. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor Northwestern MutualFinancial AdvisorProvidence, Rhode Island$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.
Client Services Associate (Providence, RI) Oppenheimer & Co. Inc.Client Services Associate (Providence, RI)Providence, RIWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
Client Services Associate (Providence, RI) Oppenheimer Holdings IncClient Services Associate (Providence, RI)Providence, RIWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
Tax Director | Private Client Services CBIZ IncTax Director | Private Client ServicesProvidence, RIWith industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
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.
Personal Financial Counselor, Assignment Ready Counselor - Rhode Island Magellan Health ServicesPersonal 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.
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.
National Financial Solutions Advisor I (Series 7 Required) Bank of America CorpNational Financial Solutions Advisor I (Series 7 Required)Riverside, RI$65,000–$85,000 / yearSkills:Account ManagementAdvisoryClient Experience BrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementPolicies, Procedures, and GuidelinesRisk ManagementWritten CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Job Description:Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending.
Financial Solutions Advisor Registration Candidate - Rhode Island Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Rhode Island MarketProvidence, RI$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. 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.
MG Financial Counselor Brown Health Medical GroupMG Financial CounselorRhode IslandBrown University Health employees are expected to successfully role model the organization’s values of Compassion, Accountability, Respect, and Excellence as these guide our everyday actions with patients, customers and one another. Keep Supervisor promptly and fully informed of all problems or unusual matters of significance and take prompt corrective action where necessary or suggest alternative courses of action that may be taken.
NewRelationship Banker - Mineral Spring Financial Center Bank of AmericaRelationship Banker - Mineral Spring Financial CenterNorth Providence, Rhode IslandJob expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Personal Financial Counselor, Assignment Ready Counselor - Rhode Island Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor - Rhode IslandWesterly, 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.
Financial Representative - Providence, RI FidelityFinancial Representative - Providence, RIProvidence, Rhode IslandRemoteCustomer Service 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 key member of the team, you will provide daily support to Fidelity’s most valued clients, delivering an exceptional experience that strengthens client relationships.
Financial and Management Consultant Barrington, IL ESRhealthcare and EXEC STAFF RECRUITERSFinancial and Management Consultant Barrington, ILBarrington, Rhode IslandExperience level: Mid-senior Experience required: 5 Years Education level: Bachelors degree Job function: Finance Industry: Financial Services Compensation: $101,000 - $150,000 Total position: 1. Preparing time sensitive payrolls for clients as well as monthly and quarterly payroll tax returns along with preparing their year-end returns and W2s.