Vaco LLCNewCFO Vaco LLCCFOGroton, CT$185,000–$215,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Investments, Assets & Risk ManagementWork with financial custodians and advisors to monitor endowment performance and ensure compliance with investment policies, spending rules, loan covenants, and related agreements.
Thrivent Financial for LutheransFinancial Advisor - Providence, RI Thrivent Financial for LutheransFinancial Advisor - Providence, RIcranston, 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.
First Command Financial Services, Inc.Financial Advisor First Command Financial Services, Inc.Financial AdvisorNewport, RIFirst Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
The Toronto-Dominion BankFinancial Advisor - Barrington, Rhode Island The Toronto-Dominion BankFinancial Advisor - Barrington, Rhode IslandBarrington, RI$72,280–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
The Toronto-Dominion BankFinancial Advisor - Cranston, Rhode Island The Toronto-Dominion BankFinancial Advisor - Cranston, Rhode IslandCranston, RI$72,280–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
TruStage Financial Group IncAdvisor Coordinator - Charter Oak Federal Credit Union (Waterford, CT) on-site TruStage Financial Group IncAdvisor Coordinator - Charter Oak Federal Credit Union (Waterford, CT) on-siteWaterford, CT$37,300–$62,300 / yearJob Purpose: This position is responsible for scheduling appointments for members, Associate Financial Advisors, Financial Service Representatives, and/or Lead Financial Advisors, marketing the CBSI Financial Services program to Credit Union employees and members, as well as performing administrative functions in support of the CBSI Financial Services program. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when "life happens," you can focus on what's most important.
Navigant Credit UnionMember Relationship Advisor I Navigant Credit UnionMember Relationship Advisor INorth Kingstown, RICross-Selling Products: Assist members in opening new accounts (checking, savings, certificates, IRAs) and recommend products and services that meet their financial needs. These are just a few of the reasons why Navigant Credit Union has been named "Rhode Island's Best Place to Work" year-after-year by the Providence Business News.
Navigant Credit UnionMember Relationship Advisor I. - Floating (Westerly, Wakefield, N. Kingstown, Coventry) Navigant Credit UnionMember Relationship Advisor I. - Floating (Westerly, Wakefield, N. Kingstown, Coventry)Warwick, RICross-Selling Products: Assist members in opening new accounts (checking, savings, certificates, IRAs) and recommend products and services that meet their financial needs. These are just a few of the reasons why Navigant Credit Union has been named "Rhode Island's Best Place to Work" year-after-year by the Providence Business News.
Navigant Credit UnionMember Relationship Advisor I. - Floating (East Greenwich, Warwick Plaza & Avenue, Cranston) Navigant Credit UnionMember Relationship Advisor I. - Floating (East Greenwich, Warwick Plaza & Avenue, Cranston)Warwick, RICross-Selling Products: Assist members in opening new accounts (checking, savings, certificates, IRAs) and recommend products and services that meet their financial needs. These are just a few of the reasons why Navigant Credit Union has been named "Rhode Island's Best Place to Work" year-after-year by the Providence Business News.
Victim SupportIndependent Domestic Violence Advisor Victim SupportIndependent Domestic Violence AdvisorBristol, Bristol£14,791.50–£29,583Generous Annual Leave: 28 days plus Bank Holidays, increasing to 33 days plus Bank Holidays, with options to buy or sell annual leave. We are looking for a resilient and dedicated person to join our team in Avon & Somerset team as an Independent Domestic Violence Advocate (IDVA) dealing with Adolescent and Child to Parent Violence (APV/CPV).
Magellan Health Services, Inc.Personal Financial Counselor, Assignment Ready Counselor - Rhode Island Magellan Health Services, Inc.Personal Financial Counselor, Assignment Ready Counselor - Rhode IslandNewport, RIPart timeServices 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.
Primary Residential Mortgage IncLoan Officer Outside Sales Primary Residential Mortgage IncLoan Officer Outside SalesCranston, RIPart timeOriginates their own sales by contacting prospective clients, · Develops and maintains referral sources, · Spends at least one or two hours a day, two or more times a week outside of the office (including a home office), originating loans, · Meets with prospective clients at locations other than PRMI’s offices, e.g., client’s home or other locations, · Meets with clients in person to sell mortgage loan products/packages, · Contact with clients by telephone, mail, and e-mail is adjunct to in-person contacts, · Obtains credit information and necessary documentation for application process, · In-person calls outside of the office on real estate agents and brokers, financial advisors, and other potential referral sources to develop borrower leads, · Engages in marketing and promotional activities in support of their own sales, · Develops new and continued business opportunities and sales leads by cultivating relationships with realtors, builders, bankers, etc. · Completes necessary continuing education in a timely manner and remains current on local developments and trends within the real estate and mortgage industries .