New York Life - Rob WardNewFast Track Insurance Partner New York Life - Rob WardFast Track Insurance PartnerProvidence, RIResponsibilities:Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds . New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorProvidence, Rhode Island$61,000–$250,000 / yearNorthwestern 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.
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 Associate - Barrington, Rhode Island The Toronto-Dominion BankFinancial Advisor Associate - Barrington, Rhode IslandBarrington, RI$61,880–$92,560 / yearMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
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.
JPMorgan Chase & CoSenior Home Lending Advisor - Providence, RI JPMorgan Chase & CoSenior Home Lending Advisor - Providence, RIprovidence, RIJob Profile: Join 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. Partners 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.
JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Providence, RI JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Providence, RIProvidence, RIFull timeJob Profile: Join 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. Partners 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 .
Renewal by Andersen | Esler CompaniesSenior Financial Analyst Renewal by Andersen | Esler CompaniesSenior Financial AnalystSmithfield, Rhode Island$120,000–$150,000 / year
Navigant Credit UnionMember Relationship Advisor I - (Universal Banker) Navigant Credit UnionMember Relationship Advisor I - (Universal Banker)Lincoln, 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 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.
Navigant Credit UnionMember Relationship Advisor I - (Universal Banker / Bilingual Spanish) Navigant Credit UnionMember Relationship Advisor I - (Universal Banker / Bilingual Spanish)Pawtucket, 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 Service Advisor - Contact Center Navigant Credit UnionMember Service Advisor - Contact CenterLincoln, RIMember Services: Process transactions via phone, mail, email, fax, and online services related to loan payments, account transfers, address changes, and debit card issues. 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.
CoinbaseNewSenior Software Engineer, Fullstack (AI Advisor) CoinbaseSenior Software Engineer, Fullstack (AI Advisor)Providence, RI$186,065–$218,900 / yearDemonstrates the ability to responsibly use generative AI tools and copilots (e.g., LibreChat, Gemini, Glean) in daily workflows, continuously learn as tools evolve, and apply human-in-the-loop practices to deliver business-ready outputs and drive measurable improvements in efficiency, cost, and quality. For quick access to screen reading technology compatible with this site click here to download a free compatible screen reader (free step by step tutorial can be found here).
Kb3 AdvisorsEnergy Advisor - Commercial Sales - Providence, RI Kb3 AdvisorsEnergy Advisor - Commercial Sales - Providence, RIProvidence, RIFull timeAt Kb3, advisors operate with a high level of autonomy while leveraging the firm’s platform, supplier relationships, and market expertise to deliver value to clients. Our platform was built by advisors, for advisors giving you autonomy, support, and the tools needed to grow a successful career in energy advisory.
SageAccount Executive – Financial Services SageAccount Executive – Financial ServicesProvidence, RIWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
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.
Northwestern MutualCollege Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramProvidence, Rhode Island$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Kensington Partners GroupNewRemote Insurance & Planning Advisor Flexible, Commission Kensington Partners GroupRemote Insurance & Planning Advisor Flexible, CommissionProvidence, RIRemoteIn this commission-only position, you will engage with clients, helping them explore and understand their financial priorities. A financial service firm is seeking individuals for a fully remote role.
Macpower Digital Assets Edge Private LimitedRegistered Wealth Management Client Associate Macpower Digital Assets Edge Private LimitedRegistered Wealth Management Client AssociateProvidence, RI$30–$42 / hourOur Wealth Management team represents an array of different backgrounds and brings unique perspectives, ideas, and experiences helping to create a work community that is culture-driven, resilient, results-focused, and effective. Brokerage's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team, who are committed to their needs.
Hub International LtdSenior Life Insurance Case Manager Hub International LtdSenior Life Insurance Case ManagerProvidence, RI$65,000–$80,000 / yearOur successful candidate has the following: • Has over 7 years experience as a brokerage Life Insurance Case Manager • Has multiple carrier insurance product experience • Is a team player and works with minimal oversight • Demonstrates strong problem-solving skills and prioritizes work in a sales environment • Communicates accurately and professionally in both verbal and written communication with internal and external customers alike • Has strong organizational skills and the ability to stay informed in a rapidly changing environment • Has excellent relationship-building and negotiating skills • Ability to negotiate underwriting offers on cases less than 10K • Defines and leads small initiatives to drive growth and efficiency within the organization • Provides training and mentoring to more junior team members • Resolves escalated case issues. They maintain primary ownership of insurance applications during the underwriting process and work in conjunction with our sales team, the insurance carriers, and others to provide our customers (the insurance agents and financial advisors) with a best-in-class experience while guiding them through the underwriting process.
Veterans Sourcing GroupWealth Management Recruiting Sourcer Veterans Sourcing GroupWealth Management Recruiting SourcerProvidence, RIRemoteThis role will focus on passive candidate sourcing across the Wealth Management sector and will support multiple recruiters managing high-priority territories. The ideal candidate will bring a true hunter mentality, deep industry knowledge, and experience sourcing for hard-to-fill financial advisory roles.
StifelClient Service Associate StifelClient Service AssociateProvidence, Rhode IslandWhat You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Primary Residential Mortgage IncNewLoan 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 .
Semper Home LoansOutside Mortgage Loan Originator Semper Home LoansOutside Mortgage Loan OriginatorProvidence, Rhode IslandWe’re expanding our dynamic sales team and seeking experienced, licensed Mortgage Loan Officers who are passionate about helping clients achieve their dream of homeownership. Develop new business through networking, relationship-building, and outbound calls with referral partners such as real estate agents and financial advisors.
Care New EnglandNewVice President, Total Rewards Care New EnglandVice President, Total RewardsProvidence, RIThe role focuses on strategic direction, enterprise alignment, and executive partnership, while empowering Directors and Senior Directors to lead day-to-day operations and major Total Rewards and Occupational Health initiatives. Maintain strong cross-functional partnerships with Finance, Legal, Operating Unit HR Leadership, Payroll, and HR Business Partners to ensure alignment, transparency, and coordinated execution.
Manufacturing IncReceptionist Manufacturing IncReceptionistProvidence, Rhode IslandDigital Marketing Support: Assist with basic marketing tasks, which may include updating social media profiles, preparing mailers, or coordinating client appreciation events. Data & Record Management: Update and maintain complex Excel spreadsheets with high accuracy; perform heavy data entry to ensure client records are current.
Veterans Sourcing GroupSpecialist Recruiter Veterans Sourcing GroupSpecialist RecruiterProvidence, RIExperience utilizing the latest sourcing tools and methods (Internet Search tools like LinkedIn Recruiter, Chrome Extensions, social media, Google etc.). As a Wealth Management Recruiting Sourcer, you will be responsible for prospecting and identifying passive candidates for various positions within the Citizens Wealth Management footprint.
GI AllianceDirector, Finance GI AllianceDirector, FinanceProvidence, RIDuties of this position include, but are not limited to, the following: Position purpose Direct the financial operations of assigned area, delivering strategic and tactical support to key stakeholders, including but not limited to, physicians compensation, accounting, and financial planning and analysis. Financial Reporting & Analysis: Prepare and present meaningful and actionable financial and operational reports, analysis, and commentary relevant for each key audiences understanding of performance, including physicians and senior management.
Johnson & Wales UniversityFaculty-Accounting and Finance-College of Hospitality & Business Johnson & Wales UniversityFaculty-Accounting and Finance-College of Hospitality & BusinessProvidence, RIIndustry experience working in a broad range of accounting and finance areas such as financial reporting and analysis managerial and cost accounting auditing taxation hospitality accounting capital budgeting risk management strategic financial planning portfolio management hospitality finance revenue management andor applied behavioral finance. Master of science or doctorate in accounting finance or a related field of study or MBA with 18 graduate or doctoral-level credits in accounting andor finance or MBA with 15 graduate or doctoral-level credits in accounting andor finance with seven or more years of work experience in accounting andor finance.