- 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 (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 (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
- 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
- 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
- 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
- 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 (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
- 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
- Humana (Providence, RI)
- …cases. The ideal candidate will have a background in technology strategy, financial analysis, health plan operations, and a deep understanding of AI technologies. ... As an Strategy Advancement Advisor , you will help drive our go forward strategy,...use cases to understand organizational impact of technology quantifying financial and non- financial impact + Partner with… more