• Fidelity TalentSource LLC (Smithfield, RI)
    …effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clienteleExcellent knowledge of investment ... customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.The Expertise We re Looking ForFINRA Series 7… more
    JobGet (05/09/24)
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  • First Line Risk Sr Director

    Citizens (Johnston, RI)
    …risk and compliance programs for dual-registered Broker-Dealer/Registered Investment Advisor, and RIA serving ultra- high net worth clients, 12 CFR 9 Trust ... Banking Risk Management has an immediate opening for Senior Risk Director, Wealth Management. The Senior Risk Director will develop, manage, and mitigate various… more
    Citizens (05/04/24)
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  • Merrill Financial Solutions Advisor - Providence,…

    Bank of America (Providence, RI)
    …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and...across the business to increase opportunities for affluent and high net worth client acquisition… more
    Bank of America (04/19/24)
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  • Tax Director - Private Client Services -…

    Cherry Bekaert (West Warwick, RI)
    …heads of families, family businesses, private equity fund owners, as well as high net worth individuals. Our expertise includes providing services ... associated with owning, managing, and preserving businesses and wealth , including asset protection, family government services, estate and succession, planning… more
    Cherry Bekaert (04/20/24)
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  • Private Client Manager II

    Bank of America (Providence, RI)
    … transfer + 7+ years of successful experience in managing relationships with high net worth clients or equivalent financial services/business experience ... + Series 7, 63 and 65 (or Series 7 and 66) required; unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position **Desired Skills:** + MBA or Post-Graduate… more
    Bank of America (04/23/24)
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