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
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Investment Consultant II — Brokerage & Client Advisory in Lincoln, RI vacancy
- Job Description:Investment Management Consultant II Note: Fidelity will not provide immigration... ...in coordination with the client’s Financial Consultant or... ..., and acting as Portfolio Advisory Services’ voice to the... ..., portfolio guidance, brokerage, benefits outsourcing, and...SuggestedFull time
- ...Investment Consultant II - Merrill Premium Riverside, Rhode Island;Lincoln,... ...Growth and delivering for our clients, teammates, communities and... ...Assist clients with brokerage consumer website usage and... ...: Account Management Advisory Client Experience Branding...SuggestedWork at officeFlexible hoursShift workDay shift
Bank of America
Lincoln, RI3 days ago $26.44 - $36.06 per hour
...Growth and delivering for our clients, teammates, communities and... ...service solutions that meet their investment and saving needs. The role... .... Assist clients with brokerage consumer website usage and navigation... ...Skills Account Management Advisory Client Experience Branding...SuggestedHourly payWork at officeShift workDay shift$105k - $175k
...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...-worth investors to create customized investment strategies in partnership with Senior Managers... ...decision making and financial consulting experience working with high-net-worth and...SuggestedFull timeWork at officeFlexible hoursDay shift$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...Suggested- ...account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and... ...calls and progress to more sophisticated calls related to our clients 401K plans. In the subsequent months, you will continue taking...Hourly payFull timeWork at officeMonday to FridayShift workNight shift
Fidelity Investments
Smithfield, RI1 day ago $120k - $175k
...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 mentorship...Full timeLocal area3 days per week$137.5k - $225k
...do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great... ...supports analysis, winning, and management of new equipment investment opportunitiesBuilds and maintains relationships with internal...Full timeWork at officeDay shift- ...Growth and delivering for our clients, teammates, communities and... ...to create customized investment strategies in partnership with... ...decision making and financial consulting experience working with high... ...experience Skills: Advisory Client Investments Management...Work experience placementWork at officeFlexible hoursShift workDay shift
- ...Description: Here at North Easton Savings Bank, we exist to invest our time and resources locally and to improve the quality of living... ...Local. Position Summary: As a Relationship Banker II , you will play a key role in shaping the customer experience by...Work at officeLocal area
North Easton Savings Bank
Attleboro Falls, MA10 hours ago $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 shiftKahn Litwin Renza
Providence, RI3 days ago- ..., 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
Citizens Bank
Johnston, RI10 hours ago $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... ...fifty million in annual revenue. Provide advisory led discussions to assess client needs... ...identification, problem solving and the consultative sales approach. ~ Strong negotiation...Local areaMonday to Friday
Citizens Financial Group, Inc.
Johnston, RI5 days ago $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 shiftBank of America
Lincoln, RI20 hours ago$61k - $119k
...start a business where you can help your clients achieve their goals through financial... ...Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement... ...Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Providence, RI1 day ago- ...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
Bank of America
Lincoln, RI3 days ago - ...your career?The Financial Planning Consultant delivers proactive, personalized financial... ...solutions that help Fidelity Advisory Services (FAS) clients make decisions and progress toward their... ...such as retirement planning, investment management, development of a holistic...Full time
- ...make a difference in the lives of your clients. At Fidelity, we have a relentless commitment... ...where it matters most: providing investment solutions and growing relationships with... ...have outstanding communication and consultative skills, and you thrive in a fast-paced...Full timeLocal area
$70k - $100k
...holidays. The Commercial Credit Analyst is responsible for analyzing financial data and assessing creditworthiness of commercial clients. This role completes the underwriting of loan requests and extensions of credit to business clients of the Bank as well as...Work at officeLocal areaRemote workBluestone Bank
Lincoln, RI1 day ago- ...Recommended Jobs Description: Remote Our client seeks a Portfolio Project Manager to... ...able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that... ...more through our technology, business advisory, and life sciences solutions. For nearly...Hourly payContract workLocal areaRemote workShift work
Eliassen Group
Providence, RI1 day ago - ...several inbound service calls daily to resolve financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. The role includes...TraineeshipShift workDay shift
Bank of America
Lincoln, RI3 days ago - ...Engaging clients in the lobby to educate and assist with transactions Processing cash transactions accurately and efficiently Having deep conversations with clients to understand financial priorities Connecting clients to solutions that meet their financial goals Requirements...Weekend work
Jobtailor
Central Falls, RI2 days ago - ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...experts in small business, lending, and investments + Manages financial center traffic,... ...+ Client Management + Client Solutions Advisory + Relationship Building + Business Development...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Providence, RI3 days ago - ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...experts in small business, lending, and investments + Manages financial center traffic,... ...+ Client Management + Client Solutions Advisory + Relationship Building + Business Development...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Greenville, RI4 days ago $28.85 - $33.65 per hour
...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...with clients to review financial and investment goals and recommend products. Job expectations... ...goals by building a financial plan with brokerage products, such as stocks, bonds, mutual...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...with clients to review financial and investment goals and recommend products. Job expectations... ...goals by building a financial plan with brokerage products, such as stocks, bonds, mutual...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...experts in small business, lending, and investments Manages financial center traffic,... ...Client Management Client Solutions Advisory Relationship Building Business Development...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Southeast Florida will be consideredPKF Investment Banking () is seeking an experienced Managing Director to join our growing M&A advisory practice. This role offers a high degree... ...autonomy for a senior banker who excels at client development, transaction leadership, and...Full timeWork at officeLocal areaWorldwideVisa sponsorshipWork visa3 days per week
$48k - $100k
...of comprehensive wealth management and investment products and services for individuals, companies... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...through a personal relationship with their advisory team committed to their needs. We believe...Shift workDay shiftBank of America
Providence, RI4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Consultant II — Brokerage & Client Advisory. Be the first to apply!
