Investment Consultant II — Brokerage & Client Advisory
$26.44 - $36.06 per hourBank of America ATM
Bank of America is hiring for the Investment Consultant II role responsible for guiding prospects and self-directed investors in their financial journeys. This position emphasizes relationship-building, resolving client issues, and meeting performance goals through a disciplined approach. Ideal candidates should have Series 7 and 66 (or willingness to obtain), a passion for financial markets, and strong customer service skills. The role offers an hourly pay rate between $26.44 – $36.06, based on experience, education, and skill set. . #J-18808-Ljbffr Bank of America
$28.85 - $36.06 per hour
The Rhode Island Bar Assn. is seeking an Investment Consultant II for their Lincoln location. This role involves providing financial guidance, educating clients on investment products, and achieving client satisfaction. Successful candidates will hold Series 7 and Series...SuggestedHourly pay$26.44 - $36.06 per hour
The Investment Consultant II role is responsible for providing prospects and self... ...process of resolving client issues to achieve high client... .... Assist clients with the brokerage consumer website usage and... ...Skills Account Management Advisory Client Experience Branding...SuggestedHourly payWork at officeFlexible hoursShift workDay shift$28.85 - $36.06 per hour
Investment Consultant II - Merrill Premium Base location: Lincoln, Rhode Island (on‑site) and Riverside... ...Bank of America, Merrill‑Edge brokerage services. Job Description As an Investment... ...to meet their goals. You will manage client issues, conduct research, communicate...SuggestedHourly payWork at officeFlexible hoursShift workDay shift- Job Description: Investment Management Consultant II Serves as a subject matter expert on managed accounts... ..., and sales in partnership with the client’s Financial Consultant team. This client... ..., risk mitigation, and representing Advisory Services’ voice to the customer....SuggestedFull time
- Investment Management Consultant II Serves as a subject matter expert on managed accounts and their processes... ..., and sales in partnership with the client’s Financial Consultant team. This... ..., risk mitigation, and representing Advisory Services’ voice to the customer. Qualifications...Suggested
- Soteria Reinsurance Ltd. is seeking a Client Service Manager II to be the primary contact for Registered Investment Advisors within Fidelity's Preferred segment. You will service and resolve day-to-day operational needs while building strong relationships with your clients...Full time
- Fidelity Investments is seeking an Investment Management Consultant II in Smithfield, Rhode Island. This role serves as a subject matter expert on managed accounts... ...customer experience and sales, managing complex client interactions, and driving solutions that support clients...
$26.44 - $36.06 per hour
Bank of America is seeking a Financial Assistant in East Providence, Rhode Island. This position focuses on educating clients about investment options and providing guidance tailored to their financial needs. The ideal candidate will have Series 7 and 66 licenses, excellent...Hourly pay- ...career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their short- and long-term financial goals, while growing...Temporary workWork at officeLocal area
- Fidelity in Smithfield, Rhode Island is seeking a Client Service Manager III to serve as the primary point of contact for a select group of Registered Investment Advisors. This role involves managing complex client relationships, educating clients, and resolving operational...
$60.84k - $103.49k
...to a disability, contact this employer to ask for an accommodation or an alternative application process. Commercial Credit Analyst II Exempt Professional Main Office., Pawtucket, RI, US Salary Range: $60,843.00 To $103,487.00 Annually Coastal1 is looking to hire an experienced...$65k - $85k
...leading financial institution in Lincoln, RI is seeking a National Financial Solutions Advisor. This position provides advice to help clients achieve financial goals and offers opportunities for advancement within the company. Ideal candidates will possess the Series 7 and...- Fidelity Investments is seeking a Client Service Manager III in Smithfield, Rhode Island, who will be the main contact for Registered Investment Advisors (RIAs). You will manage complex client relationships, ensuring high satisfaction while advocating for client needs with...
$52k - $90.5k
Beacon Bank in Providence, RI, is seeking a candidate for the Investment Services department. The role involves analyzing and underwriting credit requests, managing loans, and supporting clients in achieving their investment objectives. The successful candidate will have...$120k - $140k
...the largest full-service CPA and business advisory firms in New England and is ranked... ...other advisory teams to deliver integrated client solutions Serve as a primary point... ...stakeholders, including target management, investment bankers, and legal advisors...Full timeWork experience placementWork at officeMonday to FridayAfternoon shift$25 - $26.77 per hour
...Description This job is responsible for engaging clients in the lobby to educate and assist with... ...experts in small business, lending, and investments Manages financial center traffic,... ...Client Management Client Solutions Advisory Relationship Building Business Development...Hourly payShift workWeekend workDay shift- ...RI is seeking a Relationship Banker - Branch Banking to engage clients in the lobby and guide them to mobile, online, or ATM self-... ...solutions, working with experts across small business, lending, and investments. This role requires strong communication, a proactive sales...
- ...Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and... ...commitment to delivering real value to our clients. Our mission is to provide exceptional... ...team members are our greatest asset, and we invest in their growth and success through...Full timeLocal areaFlexible hours
$25 per hour
...passionate about customer relationships and financial solutions. In this role, you'll leverage your communication skills to assist clients with their financial needs, while collaborating with various teams. The position offers a starting salary of $25 per hour, with additional...Hourly pay- ..., and solutions, are central to helping clients navigate changing circumstances. In this... ...million in annual revenue. Provide advisory led discussions to assess client needs and... ...identification, problem solving and the consultative sales approach. ~ Strong negotiation...Local areaMonday to Friday
- ..., and solutions, are central to helping clients navigate changing circumstances. In this... ...fifty million in annual revenue. Provide advisory led discussions to assess client needs... ...identification, problem solving and the consultative sales approach. Strong negotiation skills...Local areaMonday to Friday
$61k - $119k
...start a business where you can help your clients achieve their goals through financial... ...& Income Protection Education Funding Investment & Advisory Services Trust Services Retirement... ...Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment...Full timeContract workFor contractorsWork at office- ...Growth and delivering for our clients, teammates, communities and... ...goals; solutions include investment, banking, and lending. FSAs... ...knowledge by using a defined consultative approach with clients to systematically... ...: Account Management Advisory Client Experience...Work at officeShift workDay shift
$105k - $250k
Citizens Bank is seeking a Wealth Advisor to develop personalized wealth management strategies that meet client goals. The role emphasizes collaboration with partners and proactive outreach to enhance relationships. Qualified candidates will have a solid track record in...$28.85 - $33.65 per hour
...and customized solutions to clients to help them achieve their financial... ...to review financial and investment goals and recommend products.... ...a financial plan with brokerage products, such as stocks, bonds... ...Experience Branding Client Solutions Advisory Investment Management...Hourly payTemporary workMonday to FridayShift workDay shift- ...active Series 7 and 66 licenses and a proven sales performance track record. The successful candidate will engage with clients to determine their investment needs, recommend strategies, and promote investment products. This position offers competitive pay, benefits, and...Remote jobMonday to Friday
$65k - $85k
...Growth and delivering for our clients, teammates, communities and... ...goals; solutions include investment, banking, and lending. FSAs... ...knowledge by using a defined consultative approach with clients to systematically... ...Skills Account Management Advisory Client Experience Branding...Work at officeShift workDay shift- Citizens Bank is looking for an ETS Risk Analyst II to play a vital role in assessing technology and security risks. You will partner with Risk Managers for control monitoring, ensuring effectiveness and compliance with regulations. This position is ideal for an early-...
$60 per hour
...tolerance, time horizon, prohibited holdings, and concentration limits against a client's Investment Policy Statement; Construct fee‑stack analysis cases: portfolio‑weighted expense ratios, advisory fees, and all‑in cost comparisons against category benchmarks; Document test...Hourly payPermanent employmentTemporary workPart timeFreelance10 hours per week- ...Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Riverside, Rhode Island;Lincoln, Rhode Island To proceed... ...do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...TraineeshipWork at officeFlexible hoursShift workDay shift
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