Strategic Financial Planner & Investment Advisor
Northwestern Mutual
Northwestern Mutual is seeking a Financial Representative in Providence, Rhode Island, to provide strategic advice to clients to achieve their financial goals. You will conduct comprehensive assessments of clients' financial situations, recommend personalized investment strategies, and build lasting relationships. The ideal candidate will have strong communication skills for educating clients on financial products and be able to ensure compliance with regulations. Opportunities for sales and business development are also part of the role. #J-18808-Ljbffr Northwestern Mutual
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...will create innovative actuarial modeling concepts and provide strategic consulting both in support of all lines of business. This... ...pricing advice on structures and methodology using market research, financial projections, and complex actuarial modeling. Lead, manage and...Remote jobWork experience placementLocal areaVisa sponsorshipWork visa- ...real estate investors and developers. This role focuses on sourcing and managing CRE lending opportunities while serving as a trusted advisor to clients. The ideal candidate will have a minimum of 5 years of experience in commercial lending with strong credit analysis...
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...ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment... ...management, macroeconomic outlook and strategic asset allocation to help clients meet...Remote work- Highmark Health is seeking a professional for financial analysis roles in Providence, RI. Candidates should possess a Bachelor’s Degree or equivalent and have 7-10 years of experience in accounting or finance, exhibiting strong analytical skills. The position involves preparing...Work at office
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Bank of America is seeking a Financial Advisor to provide clients with investment assistance and deepen existing relationships. Located in East Providence, this role requires series registration and offers a dynamic environment. The ideal candidate will have strong customer...Hourly payFull time$26.44 - $36.06 per hour
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...Description Noblis is seeking highly skilled Investment Planning and Analysis Specialists to... .... Provide cost/benefit studies, financial analysis, analysis of alternatives, return... ...meetings, including weekly tactical and strategic meetings, internal program reviews, and...Permanent employmentFull timeContract workPart timeFor contractorsWork experience placementWork at officeLocal areaRemote work- ...retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their... ...work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to...Immediate startAfternoon shift
$18.5 - $23 per hour
Webster Bank group is seeking a Banking Center Relationship Banker in Pawtucket, RI. The role is focused on providing exceptional service and building strong customer relationships through needs-based conversations. Ideal candidates will have strong customer service skills...Hourly payFlexible hours$25 - $27.88 per hour
...looking for a highly motivated individual to engage clients in the lobby and assist with transactions. This role includes managing financial center traffic, building relationships, and following all established guidelines in daily activities. The ideal candidate should...Hourly pay$25 per hour
...branches in Johnston, Rhode Island. The role demands strong communication and problem-solving skills to help customers achieve their financial goals. You will build relationships, provide trusted advice, and collaborate with partners in various banking disciplines....Hourly pay- The Washington Trust Company in Pawtucket, RI, is looking for a Branch Flex Banker who will support our Rhode Island East Bay and Northern branches. This position is key in engaging with customers, processing transactions, and promoting our banking products. The ideal candidate...Full timeFlexible hours
$18.5 - $23 per hour
Webster Bank in Pawtucket, RI, is looking for a Bank Representative who can respond to customer needs effectively while performing routine teller transactions. The ideal candidate will possess strong customer service skills and be motivated to achieve sales goals. Qualifications...Hourly pay- A leading global financial services firm is seeking a Relationship Banker to deliver exceptional customer experiences and build lasting relationships. You will help customers navigate their financial needs by offering tailored solutions and connecting them to various banking...
$21.5 - $25 per hour
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...have in‑depth conversations with clients to understand their financial priorities and connect them to appropriate solutions. Responsibilities... ...by partnering with experts in small business, lending, and investments. Manage financial center traffic, appointments, and outbound...Hourly payShift workWeekend workDay shift$24 - $30 per hour
...individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate... ..., operation goals for the Banking Center, based on Webster\'s Strategic Guidelines. This individual assumes responsibility for the branch...Flexible hoursWeekend work
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