- Equitable (Warwick, RI)
- Entry Level - Wealth Management Associate - RI, Providence, MA, Southeastern (5098) ( 24000040 ) **Primary Location** : UNITED STATES-RI-Warwick ... **Organization** : Equitable Advisors **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We… more
- Citizens (Johnston, RI)
- …in Westchester, New York, with 13 regional offices across the country, is a leading wealth management firm. For more than three decades Clarfeld' s team of CFAs, ... CPAs, attorneys and CFP(R)s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and… more
- Cherry Bekaert (Providence, RI)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... Advisory (https://www.cbh.com/services/advisory/risk-accounting-advisory/accounting-advisory-services/) practice, we are currently seeking a **Senior Associate ** for our national team that will have the… more
- Cherry Bekaert (Providence, RI)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... Advisory (https://www.cbh.com/services/advisory/risk-accounting-advisory/accounting-advisory-services/) practice, we are currently seeking a **Senior Associate ** for our national team that will have the… more
- Broadridge Financial Solutions (Providence, RI)
- …project stakeholders including Business, Product Owners, Development, Quality Assurance, Project Management and Client Support to ensure understanding of ... This role ensures what we deliver meets what the client expected while reducing the time from sales to...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Broadridge Financial Solutions (Providence, RI)
- …collaboratively w/ cross-functional teams including Sales, Business Development and Product Management to accelerate usage and relay customer needs, so strong ... + Manage and nurture executive relationships with customers, including management of executive-level escalations. + Ensure customer expectations are exceeded… more