- Fidelity TalentSource LLC (Providence, RI)
- …outreach, you seek to understand clients goals and objectives and refer them to a wealth management partner based on needs and financial complexitySeries 7 & 63 ... Job Description:Investment Consultant You joined the financial services industry to...your sound judgment, keen knowledge of products, and Fidelity\u2018s planning tools. Instead of spending your time sourcing new… more
- 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 are driven by… more
- Cayuse Holdings (Providence, RI)
- …that are adjacent. + Must have significant experience working with treasury and strategic wealth management and growth which will be critical for our continued ... tribal, and back-office companies. The CFO instills a financial management discipline to how we operate in this structure....will be expected to act as a partner and consultant to each company president, helping them shape each… more
