- Bank of America (Providence, RI)
- …The Senior Investment Manager is responsible for defining and owning the Financial Advisor (s) and/or Advisor Team(s) overall investment management ... or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE Act Registration; ADV-2B… more
- Citizens (Pawtucket, RI)
- …7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... be responsible for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating… more
- Edward Jones (Rehoboth, MA)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Kestra Financial (Westport, MA)
- …to detail, and time management skills. Essential Duties and Responsibilities * Supports Financial Advisor /Senior Client Service Associate of a large book of ... Financial Planning Alternatives is an independent financial consulting service, owned by Monisha Potter, CFP(R) and located in Westport, Massachusetts. Our firm… more
- Bank of America (Providence, RI)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- Brown University (Providence, RI)
- …academic progress and success. Within this context, the International Student Academic Advisor will serve as part of the College's academic advising team to ... provide holistic academic and financial advising to self-identified international undergraduate students. Reporting to the Associate Dean for International Students,… more
- Randstad US (Johnston, RI)
- consumer lending service advisor . + johnston , rhode island + posted 5 days ago **job details** summary + $18 - $20.07 per hour + temporary + high school + category ... business and financial operations occupations + referenceAB_4523077 job details Are you...day on the weekend. As a Consumer Lending Service Advisor you will be responsible for answering calls, providing… more
- JPMorgan Chase (East Providence, RI)
- **Summary** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a… more
- 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
- American Heart Association (Providence, RI)
- …Heart Association has an excellent opportunity for a National Senior Advocacy Advisor . Location of the selected candidate is flexible provided the location allows ... for effective and cost-efficient travel. The National Senior Advocacy Advisor is responsible for effectively furthering the American Heart Association's field… more