• National Financial Solutions

    Bank of America (Lincoln, RI)
    National Financial Solutions Advisor I (Series 7 Required - Lincoln, RI) Lincoln, Rhode Island **Job Description:** At Bank of America, we're creating ... smooth transition and continuation of the Bank of America/Merrill relationship. As a ** National Financial Solutions Advisor (NFSA I)** , your journey… more
    Bank of America (02/21/24)
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  • Merrill Financial Solutions

    Bank of America (Providence, RI)
    Merrill Financial Solutions Advisor - Providence, RI or Worcester, MA Providence, Rhode Island;Worcester, Massachusetts **Job Description:** At Bank of ... Development Program (ADP) Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the… more
    Bank of America (04/19/24)
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  • Financial Wellbeing Program Advisor

    Brown University (Providence, RI)
    …who have the highest demonstrated financial need. Within this context, the Financial Wellbeing Program Advisor will serve as part of the College's academic ... the Associate Dean for Financial Advising, the Financial Wellbeing Program Advisor will provide students...solutions to address them. This position also communicates financial support information to students, staff, and faculty to… more
    Brown University (02/26/24)
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  • Merrill Experienced Financial

    Bank of America (Providence, RI)
    Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America… more
    Bank of America (03/01/24)
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  • Private Client Financial Advisor

    Citizens (East Providence, RI)
    …and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor . In this role, ... tailored advice, personalized experiences, and innovative ideas, products, and solutions , are central to helping clients navigate changing circumstances. In… more
    Citizens (04/26/24)
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  • Financial Advisor

    Santander US (Smithfield, RI)
    Financial Advisor , Smithfield, RI Smithfield, United States of America + Achieve and exceed both individual and branch related sales and revenue goals as defined ... both excellent verbal and written communication + Superior knowledge of financial analysis, risk evaluation, loan documentation. + Motivating, developing, and… more
    Santander US (03/15/24)
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  • Advisor , Financial Planning…

    Cardinal Health (Providence, RI)
    …strategic value that influences key business decisions. **Responsibilities** + Leads financial reporting for consolidated at-Home Solutions including reviewing ... **_What Financial Planning & Analysis contributes to Cardinal Health_**...forecasts such as expected margin and profitability for at-Home Solutions . + Recommends strategies and input to strategies regarding… more
    Cardinal Health (04/12/24)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (East Providence, RI)
    …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... As a Private Client Advisor in Chase Wealth Management, you will offer...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
    JPMorgan Chase (02/15/24)
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  • Senior Home Lending Advisor

    JPMorgan Chase (East Providence, RI)
    …everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive ... our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional...to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a… more
    JPMorgan Chase (02/17/24)
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  • Advisor , Deal Management

    Cardinal Health (Providence, RI)
    …strategy and pricing, facilitating the deal approval process and related governance, and financial modeling of deal economics across a variety of scenarios. This job ... and conditions prior to finalizing the relationship. **_Responsibilities_** + The Advisor is responsible for developing, communicating and leading the execution of… more
    Cardinal Health (03/27/24)
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