Wealth Advisor Washington Trust Bancorp, Inc.Wealth AdvisorProvidence, RI$125,000–$175,000 / yearCFP designation preferredBachelor's degree in Finance, Business, or a related fieldMinimum of 10 years of experience in financial planning, wealth advisory, trust services, or related fieldStrong knowledge of financial planning disciplines, including retirement, estate, tax, and fiduciary strategiesDemonstrated ability to build and sustain client relationshipsExcellent communication, presentation, and interpersonal skillsCommitment to providing exceptional client service and putting clients' best interests first. Passion for helping clients achieve long-term financial well-beingStrong emotional intelligence and relationship management skillsAbility to integrate planning strategies with trust and fiduciary considerationsClear communicator who can simplify complex financial conceptsProactive and service-oriented mindset.
NewWealth Management Advisor TIAAWealth Management AdvisorProvidence, Rhode Island$100,000–$110,000 / yearRelated SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management Anticipated Posting End Date: In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
NewWealth Advisor - Braintree, MA Citizens Financial Group IncWealth Advisor - Braintree, MABraintree, MA$105,000–$250,000 / yearOur Wealth Advisors 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. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
Wealth Advisor - Johnston, RI Citizens Financial Group IncWealth Advisor - Johnston, RIJohnston, RI$105,000–$250,000 / yearOur Wealth Advisors 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. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
Wealth Advisor - Fairhaven, MA Citizens Financial Group IncWealth Advisor - Fairhaven, MAFairhaven, MA$105,000–$250,000 / yearOur Wealth Advisors 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. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
Financial Planning Consultant - Smithfield, RI FidelityFinancial Planning Consultant - Smithfield, RISmithfield, Rhode IslandRemoteSales 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. Deliver personalized, end-to-end planning and advice for FAS-covered clients , including unified investment strategies, retirement savings and inidelity is come planning , college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.
Vice President, Advisor (Boston) EP Wealth Advisors LLCVice President, Advisor (Boston)Norwood, MA$150,000–$200,000 / yearThe Vice President provides comprehensive services to existing clients and reinforces management functions of the Senior VP and Regional Director by establishing and maintaining lead flow generated through referral networks, internal marketing campaigns and COI's. EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving predominately high net worth individuals.
Senior Home Lending Advisor - Medway MA - Medway Branch JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Medway MA - Medway BranchMedway, MAFull timeJoin 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. Collaborates 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.
Member Relationship Advisor I - Floating (Scituate, Slatersville, Chepachet, Woonsocket) Navigant Credit UnionMember Relationship Advisor I - Floating (Scituate, Slatersville, Chepachet, Woonsocket)Woonsocket, RIFull timeCross-Selling Products: Assist members in opening new accounts (checking, savings, certificates, IRAs) and recommend products and services that meet their financial needs. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England.
NewMember Relationship Advisor I - (Universal Banker) Spanish Required Navigant Credit UnionMember Relationship Advisor I - (Universal Banker) Spanish RequiredPawtucket, RIFull timeCross-Selling Products: Assist members in opening new accounts (checking, savings, certificates, IRAs) and recommend products and services that meet their financial needs. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England.
NewMember Relationship Advisor I - Floating (Warren, Riverside, Rumford, Pawtucket, Central Falls) Navigant Credit UnionMember Relationship Advisor I - Floating (Warren, Riverside, Rumford, Pawtucket, Central Falls)East Providence, RIFull timeCross-Selling Products: Assist members in opening new accounts (checking, savings, certificates, IRAs) and recommend products and services that meet their financial needs. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England.
NewVirtual Wealth Advisor - Boston, MA Citizens Financial Group IncVirtual Wealth Advisor - Boston, MAJohnston, RI$65,000–$70,000 / yearThe successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.
Credit Solutions Advisor - Fairhaven Bank of America CorpCredit Solutions Advisor - FairhavenFairhaven, MA$26–$30.83 / hourDesired Qualifications:•Experience in a loan origination role in a retail environment and knowledge of Mortgage Products (Conventional, Jumbo and HELOC, Government)•Knowledge of credit and home lending requirements•Experience working in a financial center where goals were met or exceeded.•Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.•Knowledge of banking products and services.•Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.•Experience in a loan origination role in a retail environment and knowledge of•Structuring, Processing, underwriting and closing procedures•Federal regulations governing real estate lending•FHA and HUD guidelines•Other Lending Products (Credit Card, Vehicle Loans)•Strong computer skills including MS applications and previous experience utilizing laptop technology. Skills:Client ManagementClient Solutions AdvisoryCustomer and Client FocusReferral IdentificationRisk ManagementClient Experience BrandingCredit Documentation RequirementsCredit and Risk AssessmentPipeline ManagementReferral ManagementAttention to DetailCollaborationIssue ManagementProspectingRelationship BuildingIt is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
Member Service Advisor - Contact Center (M-F 10am-3pm) Navigant Credit UnionMember Service Advisor - Contact Center (M-F 10am-3pm)Lincoln, RIPart timeOur mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England. Member Services: Process transactions via phone, mail, email, fax, and online services related to loan payments, account transfers, address changes, and debit card issues.
NewMember Service Advisor - Contact Center Navigant Credit UnionMember Service Advisor - Contact CenterLincoln, RIFull timeOur mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England. Member Services: Process transactions via phone, mail, email, fax, and online services related to loan payments, account transfers, address changes, and debit card issues.
Work Study Honors Program Peer Advisor Bridgewater State UniversityWork Study Honors Program Peer AdvisorBridgewater, MAThere is ample opportunity to develop professional skills and competencies as student employees are encouraged to attend campus workshops and speak at recruitment events, in classes, and/or student organization meetings, to engage with their fellow bears as well as prospective students and their families, sharing their story and experiences. Honors Program Peer Advisors help shape the Honors Program at BSU by sharing their insights and developing presentations, programming, and/or content that will enhance prospective and current honors students' experiences.
Energy Advisor - Commercial Sales - Providence, RI Kb3 AdvisorsEnergy Advisor - Commercial Sales - Providence, RIProvidence, RI$75,000–$150,000 / weekWe offer a clear development path: Energy Advisor Senior Energy Advisor For motivated individuals, the opportunity to build a significant book of business and long-term recurring revenue is substantial. About Kb3 Advisors Kb3 Advisors is a tech enabled energy brokerage and consulting firm serving large commercial and industrial customers in deregulated markets.
Member Relationship Advisor I - (Universal Banker) Navigant Credit UnionMember Relationship Advisor I - (Universal Banker)Warren, 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 .
Member Relationship Advisor I - Floating (Chapel, Manville, Cumberland Hill, Lincoln) Navigant Credit UnionMember Relationship Advisor I - Floating (Chapel, Manville, Cumberland Hill, Lincoln)Cumberland, 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 .
Member Relationship Advisor I - (Universal Banker / Bilingual Spanish) Navigant Credit UnionMember Relationship Advisor I - (Universal Banker / Bilingual Spanish)Central Falls, 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 .