Financial Planning & Advice Associate (Hybrid)
Fidelity Investments
Fidelity Investments is looking for a Planning and Advice Associate in Smithfield, Rhode Island. This role involves building relationships with clients, guiding them on financial planning and retirement through Fidelity's various tools and services. The ideal candidate will engage with clients via inbound and outbound calls, demonstrating strong communication and relationship-building skills. Fidelity offers substantial benefits including tuition reimbursement, health insurance, and a supportive hybrid work model. #J-18808-Ljbffr Fidelity Investments
- Soteria Reinsurance Ltd. seeks a Planning and Advice Associate in Smithfield, RI. You will engage with workplace and personal investment customers... ...communication and consultative skills are essential within a hybrid work setting. The position offers a range of benefits,...Suggested
- Lincoln Tech is seeking a Regional Financial Aid Advisor of New Students in Lincoln, RI, to assist students and staff regarding financial... ...and guidance on application processes. The position requires a hybrid work schedule with 2-3 days on-site. Candidates must have a...SuggestedWork at office
- Luxury Brand Holdings is seeking a Financial Analyst to support budgeting, forecasting, and financial analysis for key decision-making. In this hybrid role, you will work on-site three days a week and collaborate with various departments to improve financial reporting and...Suggested3 days per week
- Ross-Simons located in Cranston, RI, is seeking an experienced Financial Analyst to support budgeting, forecasting, and financial reporting in a hybrid work environment. The ideal candidate will have a Bachelor's in Finance or related field and 2-5 years of relevant experience...Suggested
$80k - $95k
Fund Accountant - Providence - Hybrid A leading PE firm is seeking a Fund accountant to... ...wire processing Assist with quarterly financial statements and audit coordination Respond... ...daleyaa.com for more details. #LI-ES1 #LI-Hybrid #J-18808-Ljbffr Daley And Associates, LLCSuggested- A financial institution is seeking a First Line Risk Senior Manager to support risk management initiatives. This role involves identifying... ...analytical and communication skills. The position offers a hybrid work schedule with 4 days in-office and 1 day remote, ensuring...Work at officeRemote work
$102.5k - $187.9k
Ernst & Young Oman is seeking a Senior Technology Analyst to engage with clients and manage ERP system implementations, specifically Oracle NetSuite. The role involves working closely with stakeholders for effective project delivery, handling complex analytical challenges...Flexible hours- Brown University seeks a Grants and Financial Specialist to independently manage grants administration, providing pre- and post-award management... ...skills, along with excellent communication abilities. This hybrid role requires teamwork and sometimes work beyond regular hours...
- ...Job Description: Financial Planning Consultant IMC 1 associates please do not apply to this requisition. Contact your leader if you have any questions... ...solutions experience preferred Planning and Advice mindset with a solid understanding of Fidelity's offerings...
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm... ...recurring revenue streams, and dedicated planning fees for those who qualify. Medical...
$60k - $200k
...Our mission is to provide financial security and peace of mind through our insurance, annuity... ...right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source... ...needs • Research and provide financial advice and strategies through educational...Full timePart timeImmediate start- ...Lincoln Tech is seeking a Regional Financial Aid Advisor of New Students to be responsible for providing information and assistance to... ...programs. The individual must live in the Lincoln, RI area working a hybrid schedule with 2 to 3 days on-site and remaining days working...Full timeLive inWork at officeRemote work
- ...requirements. Qualifications include 5+ years in Risk Management and a Bachelor's Degree or equivalent experience. The position offers a hybrid work schedule of 4 days in-office and 1 day remote, along with competitive pay and comprehensive benefits. #J-18808-Ljbffr...Work at officeRemote work
- A financial services company based in Smithfield is seeking a Consultant for Wealth Product and Experience, focusing on improving customer... ...teams to ensure a seamless client experience. This position is hybrid, requiring onsite presence every other week. #J-18808-Ljbffr...
$43k - $82.59k
UMB Bank in Providence, Rhode Island is seeking a Fund Accountant I to manage daily accounting tasks for mutual funds. You will calculate net asset values and ensure compliance with GAAP, as well as oversee various accounting functions. The ideal candidate holds a Bachelor...$65k - $85k
...guided by a common purpose to help make financial lives better through the power of every connection... ...power of the Enterprise by providing advice to help our clients achieve their... ...to participate in a formulaic incentive plan. Employees are eligible for incentives as...Work at officeShift workDay shift- Thrivent in Providence, Rhode Island, is seeking a Financial Advisor who provides expert financial advice with heart. You will guide clients on their journeys to financial clarity while helping them grow and protect their financial well-being. The ideal candidate will...
$65k - $85k
A 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...- ...guided by a common purpose to help make financial lives better through the power of every connection... ...responsible for providing comprehensive advice and customized solutions to clients to... ...investment goals, building a financial plan, and recommending brokerage products. Job...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$60k - $200k
Overview Our mission is to provide financial security and peace of mind through our insurance... ...in our CRM Create customized financial plans using the products and services we offer... ...financial needs Research and provide financial advice and strategies through educational...Full timePart timeImmediate start- Overview Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts... ...insurance. Pension, 401(k), and retiree medical plans. Ongoing support, training, and opportunities for professional...
$65k - $85k
About the Role The National Financial Solutions Advisor (NFSA I) ensures clients receive comprehensive financial advice, connecting them with investment, banking, and lending solutions... .... Eligibility for a formulaic incentive plan (monthly, quarterly, and/or annual...Shift workDay shift- The Financial Consultant provides in person and virtual counseling for all participants... ...structures and offers financial planning advice via in person, phone and video chat to... ...government notices here ( #J-18808-Ljbffr Teachers Insurance and Annuity Association of AmericaHourly payWork experience placementImmediate start
- A global professional services firm is seeking an Offensive Security Analyst for their Vulnerability Management team in Providence, RI. The analyst will identify and mitigate vulnerabilities in digital assets, conduct third-party risk assessments, and influence proactive...Flexible hours
$185k - $215k
...01(k) with great matching. This role can be HYBRID for those with a good standing with the California Bar Association Job Details Responsibilities Represent... ...during legal proceedings Provide guidance and advice to associate attorneys and paralegals to...Local area- ...customer service-minded champion, we are hiring Bilingual Financial Customer Associates (FCA) in our Smithfield site. We have multiple Spanish teams... ...to more sophisticated calls related to our clients 401K plans. In the subsequent months, you will continue taking customer...Hourly payFull timeWork at officeWork from homeMonday to FridayShift workNight shift
- A financial services institution in Johnston, RI is seeking a Business Insights Analyst for... ...analytical skills. The position offers a hybrid work model with competitive pay and comprehensive... ...benefits including medical coverage and retirement plans. #J-18808-Ljbffr Citizens Bank
- Overview A Financial Advisor provides strategic advice to clients, helping them make informed decisions about their financial products and services to achieve... ...their financial goals. Responsibilities Financial Planning: Conduct a comprehensive assessment of clients'...
$60k - $200k
A financial services agency in Rhode Island is seeking a dedicated professional to foster long-term relationships... ...financial data, creating personalized financial plans, and providing insurance and investment advice. The ideal candidate will have strong relationship...$152k - $230k
...Island. The candidate will lead loss reserve analyses for auto plans, ensuring compliance with state-specific regulatory requirements... ...reserving expertise and some leadership background. This role offers a hybrid work environment with a competitive salary range of $152,000 to...
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