52 Results for

Financial Advisory Jobs in Smithfield, RI

Jobs

New!

Westborough, MA5 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!

Providence, RI5 days ago

$95,000–$130,000 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. Excellent written and verbal communication skills, with the ability to effectively communicate complex financial information to non-financial stakeholders.

New!

Westborough, MA5 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, MA5 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.

New!

Westborough, MA3 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!

Providence, RI4 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.

Canton, MA9 days ago

$180,000–$230,000 Per Year

This leadership role is ideal for a strategic, client-focused accounting professional who thrives in a fast-paced advisory environment and enjoys building high-performing teams, strengthening client relationships, and driving operational excellence. A fast-growing, independent public accounting and advisory firm in the Greater Boston area is seeking a Director of Accounting & Advisory Services to lead and grow its outsourced accounting practice.

Boston, MA30+ days ago

Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing relationships with client management, and business development. Review of work prepared by Consultants on operational due diligence for complex transactions (i.e. – acquisitions & divestitures, stock offerings and dept raises, IPO’s).

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.

New!

Boston, MA5 days ago

$100,000–$125,000 Per Year

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.

Woonsocket, RI30+ days ago

The primary responsibilities of the Senior Financial Analyst role include: Weekly and monthly reporting of coupon redemptions with variance analysis utilizing Snowflake SQL. Track all vendor expenses throughout the entire process (review contracts, create accounting submissions, and track invoices across multiple financial and procurement tools).

Needham, MA22 days ago

$55,000–$155,000

Expanding a business practice by use of effective prospecting and warm introduction or referral-based strategies, as well as identifying and cultivating new client relationships within a targeted market niche; Learning industry-leading sales skills and practices as well as improving and developing existing sales skills. In addition to the opportunity to achieve unlimited growth potential in the finance industry, Advisors at The Bulfinch Group are eligible to enjoy an opulent compensation package that includes: Perks of Your Expertise: Professional Development: Benefit from our ongoing educational programs tailored for high-caliber professionals.

Providence, Rhode Island16 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.

Westborough, Massachusetts17 days ago

Overview: Under the direction of the Senior Finance Business Partner, Executive Director of Strategic Finance, Finance Director, or designee, the Financial Analyst provides financial support to ForHealth Consulting business units. The Financial Analyst conducts financial analysis, budgeting, forecasting, and reporting to facilitate decision-making by Finance and Business Unit leadership.

Smithfield, Rhode Island30+ days ago

$120,000–$150,000 Per Year

Boston, Massachusetts8 days ago

$160,000–$175,000 Per Year

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. Gather client information across investment institutions and reconcile investment reports (capital gains, interest/dividend income, alternative/fixed income securities, cash flow, budgets etc.).

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.

Pawtucket, Rhode Island23 days ago

Providence, Rhode Island30 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Boston, MA30+ days ago

5+ years of professional experience in investor relations, investment banking, sell-side research, capital markets, asset management, or Healthcare communications with a preference toward demonstrated experience managing multiple clients and accounts. In this role, you will build the necessary subject matter expertise and proper skillset to service and advise clients ranging from startups through Fortune 500 companies on a range of company events, milestones, and complex issues.

Needham, Massachusetts30+ days ago

$80,000–$95,000 Per Year

The Financial Analyst will be an individual contributor reporting to the Finance Manager, working closely with the CFO and VP of Finance, and other members of the finance organization with a focus on enhancing our financial reporting and analysis in addition to improving processes. With a team of over 2,200 dedicated employees, we provide innovative, customized fire suppression, fire sprinkler, and fire alarm solutions that protect lives and properties every day.

Newport, Rhode Island22 days ago

There are differentiating factors that can impact a final salary/hourly rate, including, but not limited to, Contract Wage Determination, relevant work experience, skills and competencies that align to the specified role, geographic location (For Remote Opportunities), education and certifications as well as Federal Government Contract Labor categories. Arcfield ’s benefits offerings include, dependent upon position, Health Insurance, Life Insurance, Paid Time Off, Holiday Pay, Short Term and Long-Term Disability, Retirement and Savings, Learning and Development opportunities, wellness programs as well as other optional benefit elections.

Newton, MA24 days ago

$75,000–$85,000 Per Year

Assists with system enhancements with focus on scalability for future growth and improving efficiency by working closely with multiple departments, including senior leadership, to identify and execute actionable revenue improvement initiatives and business strategies. Participates in the asset management of existing properties including market research, leasing, property sales, and refinancing, including detailed financial models and property financial results to determine viability of potential value-add opportunities.

Greater Boston, MA30+ days ago

Full-time

We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential. The Moody Street Group, LLC, a general agency, of OneAmerica Financial, works with a diverse clientele including individuals, business owners, professionals and families.

Wellesley, MA30+ days ago

$86,534.22–$121,147.91 Per Year

The Senior Financial Analyst position plays a critical role in managing the Bank’s financial strategy through budgeting, forecasting, profitability analysis, and financial reporting. The Senior Financial Analyst will partner with senior and executive leadership across the bank to provide strategic insights while maintaining and managing data integrity.

New!

Middletown, Rhode Island5 days ago

There are differentiating factors that can impact a final salary/hourly rate, including, but not limited to, Contract Wage Determination, relevant work experience, skills and competencies that align to the specified role, geographic location (For Remote Opportunities), education and certifications as well as Federal Government Contract Labor categories. Support Program Managers in financial management of government contracts including: developing Estimate to Complete (ETC) projections and conduct monthly variance analysis comparing actuals to plans for Labor and Material/Travel Other Direct Costs.

Worcester, MA9 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.

Dedham, MA30+ days ago

Full-time

The potential candidate will report to the Director of Finance & Accounting with a focus on FP&A as well as provide support throughout the organization including Manufacturing, Supply Chain, Sales, and other functional departments as needed. Grounded in our unmistakable legacy of passion, integrity, and quality-you-can-taste, TruRoots Company is committed to producing delicious products that nourish from farm to fridge!

Westwood, MA30+ days ago

Remote

Customer Service: Ability to provide a high level of customer service to patients, visitors, staff and external customers in a professional, service-oriented, respectful manner using skills in active listening and problem solving. 2. Problem Solving: Ability to address problems that are varied, requiring analysis or interpretation of the situation using direct observation, knowledge and skills based on general precedents.

Framingham, MA30+ days ago

Heavy emphasis on owning recurring activities and reports to run the day-to-day business with ad-hoc opportunities to conduct complicated modeling and solve unstructured problems (70/30 split). + Corporate office includes a café (i.e., coffee, cappuccinos, teas), 24/7 fitness center, convenience store, on-site dry cleaning, Chef Louie’s Cafeteria, and more.

Marlborough, MA12 days ago

To provide greater transparency to candidates, we include base pay ranges for all US-based job postings that encompass all potential locations and levels for the open positions. Collaborate with Project Managers to evaluate cost trends, perform Estimate-at-Complete (EAC) analysis, and identify issues impacting cost, revenue, and gross profit.

Johnston, RI30+ days ago

$105,000–$250,000 Per Year

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

Milford, Massachusetts30+ days ago

We collaborate with customers around the world to advance the release of effective, high-quality medicines, ensure the safety of food and water, and drive better patient outcomes by detecting diseases earlier, managing routine infections, and combating antibiotic resistance. This role will work closely with the Finance Director and cross-functional teams to provide financial insights, drive integration efforts, and support transformation projects that enhance operational efficiency and long-term value creation.

Milford, Massachusetts25 days ago

We collaborate with customers around the world to advance the release of effective, high-quality medicines, ensure the safety of food and water, and drive better patient outcomes by detecting diseases earlier, managing routine infections, and combating antibiotic resistance. Overview: The Principal Financial Analyst reports to the Director of Finance, Analytical Science Division Global FP&A, and will partner closely with the Commercial Excellence and Marketing organization to drive sustainable growth, commercial effectiveness, and ROI on strategic investments.

Newton, Massachusetts30+ days ago

$115,000–$135,000 Per Year

Analyze portfolio performance by reviewing tenant/operator financial statements, statistical reporting, and key performance indicators, and conduct variance analysis on budgets, forecasts, and actual results to identify trends, performance drivers, risks, and operational improvement opportunities across senior living assets. RMR has been recognized by The Boston Globe as a “Top Place to Work”, by the Environmental Protection Agency (EPA) as an “ENERGY STAR Partner of the Year” and ranked by the Building Owners and Managers Association (BOMA) as having one of the highest number of BOMA 360 designated properties in its portfolio.

Providence, RI30+ days ago

This role provides key insights and decision support to senior leadership leveraging data modeling dashboards and scenario analysis to inform short- and long-term financial strategies. Responsibilities: Brown 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.

Providence, RI30+ days ago

Under general supervision and within Hospital policies and procedures provides support to the Department of Graduate Medical Education in the areas of data retrieval report generation maintenance of statistics and financial analysis. Uses spreadsheets relational databases and other software which may require merging data from multiple sources to enter organize and analyze data.

Providence, RI30+ days ago

$84,300–$143,770 Per Year

WM serves nearly 25 million customers in residential, commercial, industrial and municipal markets throughout North America through a network of collection operations, transfer stations, landfills, recycling facilities and waste-based energy production projects. + Education: Bachelor's degree (accredited) in Accounting, Business Administration or similar area of study, or in lieu of degree, High School Diploma or GED (accredited) and four years of relevant work experience.

Boston, Massachusetts15 days ago

$200,000–$250,000 Per Year

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. Partner effectively with other field specialists, including Wealth Strategies, Retirement, Trust, Alternative Investments, and Structured Investments, to deliver comprehensive client solutions. .

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.

Westborough, MA23 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.

Marlborough, MA24 days ago

$239,000–$350,000 Per Year

Since 2002, Concentric has built a national reputation for excellence in ratemaking and utility regulation, litigation support, market strategy, and financial advisory services, working with investor-owned utilities, regulators, and other industry participants on complex, high-stakes matters. This role is designed for an experienced professional who has personally led Return on Equity or Cost of Capital analyses, defended positions in contested proceedings, and provided expert testimony before state regulators, FERC, or other agencies.

Boston, MA30+ days ago

Hands on Finance and Accounting Delivery: Execute complex projects for our CFO clients that leverage data enablement to deliver bespoke solutions in functional areas that include, but not limited to, technical accounting, accounting close & reporting, billing & collections, A/P management and FP&A reporting and planning. Background in delivering ERP and EPM Solutions with a Finance & Accounting led approach: The candidate will have functional knowledge and understanding of the data structure for one or more ERP and EPM solutions and ability to leverage ERP and EPM data sets to drive data-drive insights.

New!

Providence, RI5 days ago

Target Start Date: Immediate (Friday, May 22, 2026)Key ResponsibilitiesFront Desk Management: Greet clients, investors, and vendors with a professional and welcoming demeanor. This critical role serves as the face of our office, handling inbound communications and providing vital clerical support to our financial advisory and operations teams.

Boston, Massachusetts30+ days ago

$225,000–$250,000 Per Year

Comprehensive Planning & Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives.

Providence, RI30+ days ago

As a CBRE Senior Finance Systems Analyst, you will have extensive experience working with Yardi Voyager and Kyriba Treasury Management System as well as excellent analytical and problem-solving skills, and the ability to communicate effectively with various stakeholders. The role will involve acting as a Business Analyst and Project Manager for enhancements and new solutions within the technical stack supporting the Treasury and Payments Functions within the Investment Accounting and Reporting line of business.

Worcester, MA24 days ago

$25,000–$50,000 Per Year

As we continue to grow our Private Tax & Advisory practice, we are expanding our leadership team with experienced professionals ready to step into a client-facing, relationship-driven Engagement Director role. As the firm continues to grow, Engagement Directors play a central role in shaping client relationships, developing future leaders, and expanding the firm's advisory platform.

Milford, MA30+ days ago

We collaborate with customers around the world to advance the release of effective, high-quality medicines, ensure the safety of food and water, and drive better patient outcomes by detecting diseases earlier, managing routine infections, and combating antibiotic resistance. Waters Corporation (NYSE:WAT) is a global leader in life sciences and diagnostics, dedicated to accelerating the benefits of pioneering science through analytical technologies, informatics, and service.

Boston, Massachusetts30+ days ago

$45,000–$110,000 Per Year

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.  .

Boston, Massachusetts30+ days ago

$10–$15 Per Hour

Position: The Senior Bill Pay Relationship Manager manages a portfolio of approximately 10–15 ultra-high-net-worth client relationships, working closely with Private Advisors to deliver comprehensive accounts payable and bookkeeping services. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London.

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