- Fidelity TalentSource LLC (Providence, RI)
- Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless ... Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …team within the Fidelity Institutional Wealth Managed and Advisory Solutions area.As advisor adoption of Separately Managed Accounts (SMA) continues to increase, we ... Progress towards an MBA and/or CFA preferred.Five plus (5+) years of financial services experience, preferably in product management, product development, or product… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …coachingConsistent track record leading through influence and serving as trusted business advisor to leaders in a matrixed organization The TeamYou work in ... Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their… more
- Samsonite (Mansfield, MA)
- …and execution of the annual audit strategy through performing financial , operational, and compliance audits, including audit planning, execution, identifying ... so that Internal Audit is seen as a trusted advisor to the business. Drive and implement departmental initiatives...Strong experience in Sarbanes-Oxley 404 - Internal Controls Over Financial Reporting, financial and operational audits is… more
- 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; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
- 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
- Bank of America (Providence, RI)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- 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 real, ... and continuation of the Bank of America/Merrill relationship. As a **National Financial Solutions Advisor (NFSA I)** , your journey begins with being taught the… more
- 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 ... to the Associate Dean for Financial Advising, the Financial Wellbeing Program Advisor will provide students with advising, in close partnership with the… more
- 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 comprehensive financial planning and advice to individuals and families. Your expertise… more
