256 Results for

Financial Services Jobs in Smithfield, RI

Jobs

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.

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

$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

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.

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!

Dedham, MA4 days ago

$125,000–$175,000 Per Hour

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. The Permanent Program Manager will be responsible for leading the transformation of our financial processes in areas such as Accounting, AP, AR, Treasury, and Pay to Procure to ensure we are operating at peak efficiency.

New!

Norwood, MA3 days ago

$140,000–$165,000 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. The successful candidate will be responsible for overseeing P2P (Pay to Procure), AP (Accounts Payable), AR (Accounts Receivable), treasury, and O2C (Order to Cash) processes.

New!

Braintree, MA2 days ago

Remote

We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life. We are looking for motivated people, both new to the professional workforce and career changers with a track record of success, to join our growing team.

New!

Lincoln, RI1 day ago

$26–$26 Per Hour

We are one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses, and large corporations with a full range of banking, investing, asset management, and other financial and risk management products and services. In this role, you will assist clients through inbound calls by addressing credit card servicing needs, identifying financial goals, and recommending personalized banking solutions.

New!

Avon, MAToday

$60,000–$75,000

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. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Lincoln, RI12 days ago

$26–$26 Per Hour

A leading financial services organization is seeking motivated and customer focused Bilingual Customer Service Representatives to support clients with banking, lending, and financial service needs. Support and fulfill banking products including credit cards, checking accounts, savings accounts, and lending solutions .

New!

Lincoln, RI1 day ago

$26–$26 Per Hour

This role is responsible for handling inbound customer inquiries, identifying financial needs, recommending appropriate products and services, and delivering an exceptional client experience. Educate clients on available financial products including checking accounts, savings accounts, credit cards, and lending solutions .

Dedham, MA17 days ago

$20–$20.01 Per Hour
Full-time
Employee

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.

New!

Lincoln, RI2 days ago

$26–$26 Per Hour

The Bilingual Customer Service Banker is responsible for assisting clients through incoming calls with needs for credit and short-term lending while identifying additional opportunities to help them achieve their financial goals. A-Line Staffing is seeking a motivated and detail-oriented Bilingual Customer Service Banker (English/Spanish) This role offers career growth, a supportive work environment, and full-time hours (40+ per week).

New!

Lincoln, RI2 days ago

$26–$26 Per Hour

The Customer Service Banker is responsible for assisting clients through incoming calls with their credit and short-term lending needs while identifying additional financial opportunities. Relationship Building: Create a positive client experience through active listening, addressing questions clearly using plain language, building rapport, and handling objections effectively.

Lincoln, RI11 days ago

$26–$26 Per Hour

Minimum 2 years of customer service, call center, retail, hospitality, sales, or banking experience preferred . Responsibilities: • Handle inbound customer calls regarding banking products and account services .

Lincoln, RI11 days ago

$26–$26 Per Hour

Support customers with credit cards, lending solutions, checking accounts, and savings accounts. Responsibilities: Assist clients through inbound calls regarding credit and short-term lending needs.

Boston, MA7 days ago

$148,500–$247,500

This role partners closely with strategic Account Executives / Dealmakers to shape, qualify, and win RapidScale's largest and most complex opportunities-typically involving multi-year managed services, hybrid cloud transformations, carve-outs, divestitures, and Walk-In Takeovers (WITO). Role Overview: The Solution Director - Strategic Enterprise Pursuits is the senior authority responsible for owning complex enterprise solutions as commercially viable, operationally executable, and outcome-driven business constructs.

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.

New!

Boston, Massachusetts3 days ago

Remote

$45–$50 Per Hour
Contractor

You will play a critical role in measuring and enhancing our visibility across traditional search engines and next-generation discovery platforms, including GenAI search platforms like Google AI Overviews, ChatGPT, Perplexity, and Gemini. The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment.

Providence, RI11 days ago

Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.

New!

Franklin, MA1 day ago

$115,000–$132,000

Experience Level & Scope: 10+ years of progressive facilities management experience with minimum 5 years in senior leadership roles managing portfolios exceeding 1M square feet or $5M+ annual budgets, including experience with mission-critical facilities and multi-site portfolio management across diverse geographies. Financial & Budget Management: Develop and manage $5M+ annual operating budgets and multi-year capital plans, conduct financial analysis and ROI calculations for major investments, implement cost optimization strategies, and oversee procurement and contract negotiations while providing executive-level financial reporting and forecasting.

New!

Westborough, MA2 days ago

$102,000–$220,000

In this role, you’ll make an impact in the following ways: Lead multiple teams of Regulatory Administration and Filings staff providing clients with legal guidance on SEC filings such as prospectuses, proxy statements, and board minutes. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets.

Johnston, RI10 days ago

$118,924–$171,779 Per Year

Role responsibilities Provide furry, feathered, and scaled pets with the best possible care, especially preventive care Build close relationships with pets and the humans who love them Work closely with teammates and cultivate a positive, dynamic work culture Impact the future of veterinary medicine with your own expertise and ways of practicing medicine Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Even more good stuff: Flexible scheduling Ability to practice autonomous medicine Locations all over the US to choose from Opportunities for growth and leadership roles at Banfield, Mars and other divisions of Mars brands Dedicated coaching support so you can grow your career (or become a coach yourself!)

Johnston, RI10 days ago

$118,924–$171,779 Per Year

Johnston, RI10 days ago

$118,924–$171,779 Per Year

Johnston, RI10 days ago

$118,924–$171,779 Per Year

Johnston, RI10 days ago

$118,924–$171,779 Per Year

Johnston, RI10 days ago

$118,924–$171,779 Per Year

Lincoln, RI8 days ago

$26–$26 Per Hour

The Call Center Bilingual (Spanish/English) Associate Banker would be working for a Fortune 500 company and has career growth potential. Call Center Bilingual (Spanish/English) Associate Banker Requirements: Fluent in Spanish and English (speak, write, read).

New!

Lincoln, RIToday

$26–$26 Per Hour

Call Center Associate Banker (2nd shift) Highlights: Direct Hire; required availability: Tuesda y–Friday 12:00 PM–9:00 PM + Saturday 11:00 AM–8:00 PM (includes weekends/holidays as needed) . Assist clients through incoming calls related to credit and short-term lending.

Johnston, RI11 days ago

$20–$21 Per Hour

The ideal candidate will have experience in fraud operations, claims processing, banking operations, or financial services case management , with strong Salesforce reporting and workflow monitoring expertise. This role is responsible for overseeing daily fraud and claims inquiry queues, ensuring timely intake, case tracking, workflow progression, and SLA adherence.

Northborough, MA7 days ago

At Kristine Romano Law, every conversation you have represents a family making one of the most important decisions of their lives, protecting their legacy, caring for aging loved ones, and creating clarity for the future. If you are someone who can build trust quickly, communicate value clearly, and confidently guide people to a decision that serves them, this is a rare and meaningful opportunity.

Quincy, MA9 days ago

Full-time
Employee

Determining 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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

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 The Companies of OneAmerica®, works with a diverse clientele including individuals, business owners, professionals and families.

Quincy, Massachusetts30+ days ago

$70,000–$80,000 Per Year

Newton, MA30+ days ago

$60,000–$80,000 Per Year

Perform daily and monthly accounting activities across accounts payable, fixed assets, prepaids, and general ledger. An established financial services company is seeking a Corporate Accountant to support core accounting operations and financial reporting processes.

Newton, MA30+ days ago

$55,000–$95,000 Per Year

The Moody Street Group, LLC, a general agency of OneAmerica Financial, provides financial strategies and solutions to individuals, families, and business owners. New representatives participate in a structured training program designed to develop product knowledge, client communication skills, and industry best practices.

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.

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.

Providence, RI12 days ago

The Queue Manager ensures data accuracy for reporting and audit readiness, collaborates with operations leaders to improve queue efficiency, and supports additional fraud and claims initiatives as needed. This role monitors workflow, prepares and manages Salesforce cases, tracks inquiry completion, and produces operational reporting to support performance management and decision‐making.

Newton, MA30+ days ago

Part-time

An internship at The Moody Street Group gives you valuable, real-world work experience to prepare you for a career in Financial Services or other fields, while building on your classroom learning. OneAmerica® and a Registered Branch of OneAmerica® Securities offers a variety of insurance and financial products and services to individuals, executives, professionals, and business owners.

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.

Needham, MA29 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.

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, 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.

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.

Boston, Massachusetts15 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.).

Boston, Massachusetts15 days ago

This position reports directly to the Patient Financial Administrator and works closely with school clinics it supports: Dental Faculty Practice, Craniofacial Pain and Sleep Center, Oral Medicine, Oral and Maxillofacial Pathology and Tufts Dental Facilities, the Pre-doctoral (students), Postgraduate (residents) Specialty clinical treatment areas, which includes: Endodontics, Orthodontics, Periodontics, Prosthodontics, Pedodontics, Oral and Maxillofacial Surgery, AEGD and Geriatric Dentistry. What You'll Do: Our onsite patient-facing Patient Financial Coordinators play a vital role in the Dental School’s revenue cycle management, ensuring patient services payments in full, which has a direct impact on the Dental School’s clinical services financial and claims outcomes success.

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Financial Services Jobs in Smithfield, RI

Financial Advisor (CFP Preferred) Jobot

Financial Advisor Jobot

Financial Advisor (2 Openings) Jobot

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Associate Financial Advisor NYL - Boston

Program Manager, Financial Transformation Jobot

Director of Shared Services Jobot

Financial Associate - Training Provided Rise North Capital

Financial Call Center Specialist A-Line Staffing Solutions LLC

Financial Consultant - Cambridge, MA Fidelity Investments

Banking Customer Service(Spanish/Bilingual) {170179} A-Line Staffing Solutions LLC

Bilingual Banker CSR (Spanish/English) – Direct Hire A-Line Staffing Solutions LLC

Enrollment Contract Specialist Beacon Hill Staffing Group

Bilingual Customer Service Banker A-Line Staffing Solutions LLC

Customer Service Banker A-Line Staffing Solutions LLC

Customer Service Rep - Banking Call Center -Lincoln RI {170180} A-Line Staffing Solutions LLC

Bilingual Customer Service Representative – Banking {170179} A-Line Staffing Solutions LLC

Enterprise Solutions Director - Strategic Pursuits (RapidScale) Cox Communications

Fast Track Insurance Partner New York Life - Rob Ward

US - Staffing - Senior Organic Search Analyst Pinnacle Technical Resources

Entry-Level Insurance Sales Agent New York Life - Rob Ward

Senior Facilities Manager *US AMR-Jones Lang LaSalle Americas, Inc.

Senior Vice President, Regulatory Administration/Filings Manager BNY

Doctor of Veterinary Banfield Pet Hospitals

Relief Vet Banfield Pet Hospitals

Veterinarian Banfield Pet Hospitals

Vet Part-Time Banfield Pet Hospitals

Doctor Banfield Pet Hospitals

Doctor of Veterinary Medicine Banfield Pet Hospitals

Call Center Bilingual (Spanish/English) Banking Associate {170179} A-Line Staffing Solutions LLC

Call Center Associate Banker {170180} A-Line Staffing Solutions LLC

Fraud & Claims Operations A-Line Staffing Solutions LLC

Client Engagement & Sales Specialist Kristine Romano Law

Data Entry Associate Company Confidential

Financial Services Representative Moody Street Group

Sourcing Analyst - Financial Services Topco Associates

Corporate Accountant - Financial Services - Newton - Hybrid Daley and Associates

Financial Services Representative The Moody Street Group

Account Executive – Financial Services Sage

Financial Advisor Moody Street Group

Fraud Operations Specialist $23/hr Veterans Sourcing Group

Financial Professional Internship Moody Street Group

Senior Financial Advisor Navigant Credit Union

Financial Advisor The Bulfinch Group

Client Services Associate World Insurance Associates, LLC.

Financial Advisor Northwestern Mutual

Financial Advisor Transcend Practice Management

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

Financial Reporting Lead Rockefeller Capital Management

Patient Financial Coordinator - School of Dental Medicine Tufts University

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