48 Results for

Financial Advisor Jobs in Rumford, RI

Jobs

New!

Westborough, MA4 days ago

$100,000–$140,000 Per Year

Information 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. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships.

New!

Westborough, MA4 days ago

$120,000–$200,000 Per Year

Since our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success. Information 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.

New!

Westborough, MA4 days ago

$125,000–$175,000 Per Year

This role involves growing a book of business and also supporting Senior Advisors, who may offload some of their book to you, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance. Information 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.

Westborough, MA10 days ago

$80,000–$150,000 Per Year

Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management. Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.

New!

Westborough, MA4 days ago

$120,000–$200,000 Per Year

Information 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. A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team.

New!

Milford, MA2 days ago

$22–$32 Per Hour

See Sport Clips Inc Privacy Policy at https://www.sportclipscareers.com/privacy-policy/ and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. At 200 hours, you're able to start working on the floor and perform our MVP Service! at 500 hours, you're able to attend our Sport Clips University training and being cutting on the floor!

Providence, RI11 days ago

Responsibilities: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.

Smithfield, RI30+ days ago

Acts as a fiduciary, using the financial planning process to work directly with affluent and high-net-worth clients to uncover needs and provide broad-based guidance,designed to achieve theirclient's financial goals. Proactively engages in and documents marketing efforts as directed, to include outbound phone calls, emails, direct mail and other methods as appropriate.

Providence, Rhode Island23 days ago

$61,000–$250,000 Per Year

Northwestern 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.

Newport, RI26 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Worcester, MA30+ days ago

$100,000–$125,000 Per Year

You will support the discovery and onboarding process, prepare for and participate in client meetings, provide clear and actionable advice in line with our firm’s mission, follow up on any action items and take ownership to manage client expectations and deliverables. We are looking for a highly motivated Financial Advisor to support our lead advisors, manage client relationships and provide tailored financial planning and investment solutions.

Worcester, MA16 days ago

$150,000–$350,000

If you’re a licensed, motivated financial professional who thrives on in home face-to-face relationship building — and you’re ready to travel your state to meet ready-to-act clients — this is your moment. We provide what most firms promise but rarely deliver: fully qualified, pre-set appointments with members eager to discuss retirement and legacy planning.

Newport, RI25 days ago

2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families.

Only in, MA30+ days ago

Remote

$24–$27 Per Hour

The in-office environment may involve occasional noise, shared workspaces, and use of common areas, and employees are expected to be respectful of others working nearby. RequirementsPreferred bachelor’s or associate degree and four years related experience; or any satisfactory combination of experience and training which demonstrates the knowledge, skills and abilities to perform the above duties.

Only in, MA30+ days ago

Remote

$24–$27 Per Hour

The in-office environment may involve occasional noise, shared workspaces, and use of common areas, and employees are expected to be respectful of others working nearby. Provide information on the telephone, video calls and through electronic chat, to students, prospective students, and families regarding student financial aid, and account balance.

Mattapan, MA30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Westborough, MA30 days ago

Full-time

Financial Planning & Advisory SupportPrepare and assist in the development of comprehensive financial plans, including retirement planning, education funding, cash flow and liability strategies, tax planning, and risk management. The Paraplanner / Wealth Advisor will work closely with a Senior Financial Advisor and Client Service Associate to support the delivery of high-quality financial advice and an exceptional client experience for an established and mature client base.

Auburn, MA10 days ago

Reporting to the Chief Executive Officer (CEO), the CFO provides financial management information and counsel to the company's top executives and board of directors to identify and pursue orderly growth opportunities, measure performance, identify and control business risk, and increase shareholder value for the organization. The CFO will also be an advisor to ownership, business unit leaders, and department heads evaluating and assisting as necessary with the development of budgets, financial planning, and financial performance, as well as general oversight and management of the organization's financial policies, procedures, systems, and both fiscal and fiduciary responsibilities for the organization.

Worcester, MA30+ days ago

Full-time

Develop and manage referral sources including Hospitals, skilled nursing facilities, primary care providers, chamber of commerce, senior centers, financial advisors, elder law/estate planners, etc. Nature of the work: You will work hand-in-hand with families during a delicate time, coordinate with health care professionals for appropriate discharge and create relationships with trusted community partners that will best serve our clients.

Hopkinton, Massachusetts30+ days ago

$80,000–$95,000

In order to be effective in this role, a successful candidate will be detail-oriented, have an outgoing personality, and want to work in a family business atmosphere:Communication: Utilize a variety of systems to communicate effectively with customers and the shop team, including Email, social media, text, Web-based platforms, and database systems. The person in this high-functioning position will provide excellent customer service and partner with our Owners/Service Writers, Automotive Technicians, and other office staff in supporting, communicating, and facilitating the day-to-day operations of the Auto Repair Shop.

Providence, RI30+ days ago

Full-time

Job 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 .

Smithfield, Rhode Island30+ days ago

$120,000–$150,000 Per Year

Lincoln, RI30+ days ago

Cross-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.

North Kingstown, RI17 days ago

Warwick, RI15 days ago

Pawtucket, RI11 days ago

New!

Framingham, MA6 days ago

The requirements listed below represent the knowledge, skills, and abilities required: Strong oral and written communication skills; ability to present information clearly and respond effectively to questions from students, staff, parents, and community members. Provide students with essential information regarding college degree programs, admission requirements, financial aid options, trade/technical schools, and apprenticeship programs.

Lincoln, RI30+ days ago

Member 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.

Canton, MA17 days ago

$90,000–$95,000 Per Year
Full-time

Job Overview: As Financial Manager of Client Accounting at FirstService Residential—the North American leader in residential property management— you’ll play a visible, client‑facing role helping guide the financial success of residential communities. Leveraging your accounting acumen, you’ll turn complex financial data into clear insights, leading budgeting, forecasting, variance analysis, and strategic initiatives while serving as a trusted advisor to clients and leadership.

Providence, RI30+ days ago

Full-time

At 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.

Providence, RI16 days ago

Working 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.

Bristol, Bristol30+ days ago

£14,791.50–£29,583

Generous 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).

Brockton, Massachusetts28 days ago

The Sales Consultant - Appliance Outlet ensures Best Buy delivers a world-class customer experience as THE destination and authority for technology products and services. Demonstrate excellence in execution of selling skills, and selling strategy as evidenced by coaching forms and Customer Metrics (NPS and Mystery Shops).

Providence, Rhode Island23 days ago

$500–$1,000 Per Year
Intern

Our 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.

Only in, MA30+ days ago

Remote

$26–$28 Per Hour

Preferred associate or bachelor’s degree and related experience in financial aid, higher education, student advising, enrollment services, student accounts, or customer service; or any satisfactory combination of education and experience which demonstrates the knowledge, skills, and abilities to perform the position. Analyze and evaluate financial aid eligibility for continuing and returning students and provide guidance regarding FAFSA completion, federal financial aid, Title IV eligibility, verification requirements, student loans, and funding options.

Newport, RI30+ days ago

Part-time

Services 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.

New!

Kingston, RI3 days ago

Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.

Westborough, MA30+ days ago

Full-time

We are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with daily operational and administrative tasks. This individual will play a critical role in ensuring a smooth client experience—from preparing for meetings to supporting account operations and follow-up.

Providence, RI30+ days ago

Remote

This 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.

Providence, Rhode Island30+ days ago

What 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.

New!

Smithfield, RI3 days ago

$50–$70 Per Hour

You'll collaborate with designers and product partners across other areas of the Wealthscape platform to modernize user workflows, drive digitization, and improve operational efficiency our clients. You'll collaborate with designers and product partners across other areas to modernize user workflows, drive digitization, and improve the efficiency for our clients.

Providence, Rhode Island30+ days ago

We’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.

Westwood, MA29 days ago

Experience 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.

Westwood, MA30+ days ago

Experience utilizing the latest sourcing tools and methods (Internet Search tools like LinkedIn Recruiter, Chrome Extensions, Social Media, Google etc.). • Maintaining a close partnership with your assigned recruiter(s) in order to maintain a tight territory rotation across multiple assignments.

Milford, Massachusetts9 days ago

Act as a trusted finance partner and advisor to the Head of Transformation, Integration & Transformation Office, and senior functional leaders, providing financial insight and challenge to support decision-making, prioritisation, and execution of integration and transformation initiatives. Support the development and monitoring of integration and value capture business plans, including synergy initiatives, operational improvement actions, investment prioritisation, and financial delivery milestones across cost and revenue programmes.

Westborough, Massachusetts16 days ago

The HCFS DS ED is responsible for managing a multi-disciplinary team of IT staff, directing all HCFS IT activities and resources to help the business unit achieve its objectives through effective use of technology, while maintaining strong alignment with Digital Solutions leadership and strategy. Develop a collaborative relationship with Digital Solutions Executive Director for HCFS and the broader Digital Solutions team, to identify, design, and implement technology enhancements focused on driving operational efficiency, and improvements in the user and client experience.

Hopkinton, Massachusetts16 days ago

$160,000–$199,000 Per Year

This leader oversees finance execution priorities across the portfolio, drives capital-raising and cost-optimization initiatives, and partners closely with Corporate Finance and cross-functional teams to deliver timely, bankable financings that support Solect’s growth objectives. Overview: Solect Energy is a leading provider of solar and energy storage solutions for businesses, schools, cities, towns, and nonprofits in the Northeast, with over 800 installed projects totaling more than 160 MW.

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Financial Advisor Jobs in Rumford, RI

Financial Advisor (2 Openings) Jobot

Financial Advisor Jobot

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Hair Stylist/Barber Sport Clips

Fast Track Insurance Partner New York Life - Rob Ward

Senior Financial Advisor Navigant Credit Union

Financial Advisor Northwestern Mutual

Financial Advisor First Command Financial Services, Inc.

Financial Advisor Transcend Practice Management

Estate & Retirement Financial Advisor - Exclusive Qualified Pre-Set Appointments United Placement Group

Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.

Financial Aid Advisor - Military Division California Institute of Applied Technology

Financial Aid Advisor California Institute of Applied Technology

J.P. Morgan Wealth Management - Community Private Client Advisor - Mattapan, MA JPMorgan Chase Bank, N.A.

Paraplanner, Wealth Advisor World Insurance Associates, LLC.

Chief Financial Officer R.H. White Construction

Senior Living Advisor - Worcester/MetroWest, MA SilverAssist

Service Writer Advisor - Tekmetric Lumber Street Auto Repair

Senior Home Lending Advisor - Providence, RI JPMorgan Chase Bank, N.A.

Senior Financial Analyst Renewal by Andersen | Esler Companies

Member Relationship Advisor I - (Universal Banker) Navigant Credit Union

Member Relationship Advisor I Navigant Credit Union

Member Relationship Advisor I. - Floating (Westerly, Wakefield, N. Kingstown, Coventry) Navigant Credit Union

Member Relationship Advisor I. - Floating (East Greenwich, Warwick Plaza & Avenue, Cranston) Navigant Credit Union

Member Relationship Advisor I - (Universal Banker / Bilingual Spanish) Navigant Credit Union

Adult ESL Educational and Career Advisor Framingham Fire Department

Member Service Advisor - Contact Center Navigant Credit Union

Financial Manager FirstService Residential

Energy Advisor - Commercial Sales - Providence, RI Kb3 Advisors

Account Executive – Financial Services Sage

Independent Domestic Violence Advisor Victim Support

Outlet Customer Experience Specialist, Advisor Best Buy

College Financial Representative, Internship Program Northwestern Mutual

Financial Aid Re-Entry Coordinator California Institute of Applied Technology

Personal Financial Counselor, Assignment Ready Counselor - Rhode Island Magellan Health Services, Inc.

Branch Office Administrator Edward Jones

Client Services Associate World Insurance Associates, LLC.

Wealth Management Recruiting Sourcer Veterans Sourcing Group

Client Service Associate Stifel

UX Designer Fidelity TalentSource

Outside Mortgage Loan Originator Semper Home Loans

Specialist Recruiter Veterans Sourcing Group

Recruiter Specialist Veterans Sourcing Group

Director, Strategy Finance Waters Corporation

Digital Solutions Executive Director- Health Care Finance Solutions University of Massachusetts Medical School

Vice President - Head of Project Finance - Solect Energy Pattern Energy Group LP

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