- Citizens (Johnston, RI)
- Description If you're passionate about a career in Wealth Management , Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens ... pass your Series 7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor(s)...specific timeframe required + Understanding of general banking and wealth management services + Excellent verbal and… more
- Berkshire Bank (Middletown, RI)
- …Planner and Salesforce. + Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. + Is proficient in the ... 165 East Main Road Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by… more