Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Strategic Financial Planner & Investment Advisor

Bank of America ATM

A leading financial institution based in Providence is seeking an experienced financial advisor to help clients achieve their financial goals. You will assist clients in developing investment strategies and financial plans, requiring at least one year in the investments industry and active Series 7 & 66 licenses. This role demands strong communication skills and the ability to manage goals in a fast-paced environment, while meeting defined targets to ensure success. #J-18808-Ljbffr Bank of America

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Strategic Financial Planner & Investment Advisor in Providence, RI vacancy
  • Northwestern Mutual is seeking a Financial Advisor in Providence, RI, who will provide strategic advice and assist clients in making informed decisions about their...  ...' financial situations, recommending tailored investment strategies, and building strong client... 
    Suggested

    Northwestern Mutual

    Providence, RI
    2 days ago
  •  ...seeks and identifies opportunities for improvement, implements strategic and tactical improvements to the Risk Adjustment Coding and...  ...medical administrators, including Medical Directors and Physician Advisors, about problem identification, action plan implementation,... 
    Suggested
    Work at office
    Local area

    Highmark Health

    Providence, RI
    18 hours ago
  • Coastal1 Credit Union is seeking a Commercial Credit Analyst II in Pawtucket. This role involves analyzing credit histories and recommending credit extensions under the VP Commercial Banking Operating Officer's direction. The ideal candidate will have a Bachelor's degree...
    Suggested

    Coastal1 Credit Union

    Pawtucket, RI
    1 day ago
  • $143k - $243k

    A leading pharmacy benefit manager is seeking a Senior Principal Actuary to provide actuarial direction and thought leadership. This remote role requires a bachelor's degree in a relevant field and 10 years of experience in actuarial work, along with an ASA or FSA designation...
    Suggested
    Remote work

    Prime Therapeutics

    Providence, RI
    18 hours ago
  • United Natural Foods, Inc. seeks a Strategic Sourcing Manager to develop sourcing strategies and optimize costs. The role involves working with cross-functional teams, managing supplier relationships, and ensuring compliance with company policies. Required qualifications... 
    Suggested
    Remote job

    United Natural Foods, Inc.

    Providence, RI
    1 day ago
  • $73k - $101.8k

    Citizens Bank in Johnston, RI, is looking for a Finance Analyst to provide financial analytics, reporting, and support initiatives that improve financial processes. You will collaborate with various teams to ensure budget adherence and provide actionable insights. The ideal... 
    Flexible hours

    Citizens Bank

    Johnston, RI
    18 hours ago
  •  ...seeks an FP&A Associate to improve business performance through financial analysis and operational efficiency. You will analyze sales...  ...developing sales reporting, conducting ROI analyses, and supporting strategic initiatives. A Bachelor's Degree in Finance or related fields... 

    F.A.F. inc.

    Greenville, RI
    2 days ago
  • A leading financial institution in Rhode Island seeks an experienced financial advisor who will provide tailored solutions to help clients meet their financial goals....  ...include developing financial plans, recommending investment strategies, and managing client relationships... 

    Bank of America

    Cranston, RI
    2 days ago
  • $143k - $243k

     ...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... 
    Work experience placement
    Local area
    Remote work
    Visa sponsorship
    Work visa

    Prime Therapeutics

    Providence, RI
    4 days ago
  • $50 - $60 per hour

     ...chatbots, measure progress, solve problems, and improve quality. Requirements Expert level financial reasoning, including or related to Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Fluency in English (native or bilingual... 
    Hourly pay
    Full time
    Contract work
    Part time
    Remote work
    Flexible hours

    DataAnnotation

    Providence, RI
    18 hours ago
  •  ...Description: Here at North Easton Savings Bank, we exist to invest our time and resources locally and to improve the quality of living...  ...as you engage with customers, providing them with valuable financial education and guiding them through our range of banking products... 
    Hourly pay
    Part time
    Work at office
    Local area

    North Easton Savings Bank

    Riverside, RI
    18 hours ago
  • A healthcare company is seeking an Actuary, Analytics/Forecasting to analyze financial, economic, and business data for strategic decision-making. The ideal candidate will hold a Bachelor's degree and be an FSA or ASA with experience in various actuarial functions. Responsibilities... 
    Remote job

    Humana Inc

    Providence, RI
    2 days ago
  • $129.3k - $177.8k

     ...part of our caring community The Actuary, Analytics/Forecasting analyzes and forecasts financial, economic, and other data to provide accurate and timely information for strategic and operational decisions. Establishes metrics, provides data analyses, and works directly... 
    Bi-weekly pay
    Full time
    Temporary work
    Apprenticeship
    Work experience placement
    Remote work
    Work from home
    Home office
    Shift work

    Humana Inc

    Providence, RI
    2 days ago
  • A leading financial solutions provider in Woonsocket, Rhode Island seeks a financial analyst to optimize results through detailed financial planning and analysis. The ideal candidate will hold a BS in Accounting or Finance with experience in budgeting, forecasting, and... 

    vTech Solution, Inc.

    Woonsocket, RI
    1 day ago
  •  ...highly skilled FP&A Analyst to provide strategic financial guidance and insights across all...  ...to: Serve as a strategic financial advisor to business leaders, providing actionable...  ...improvement Support capital planning and investment analysis, evaluating potential... 
    Full time
    Temporary work
    Work at office
    Monday to Friday
    Shift work

    Thielsch Engineering

    Cranston, RI
    3 days ago
  • Humana Inc is seeking an Associate Actuary, Analytics/Forecasting in Providence, RI. This role involves analyzing financial data for strategic decisions and ensuring data integrity. Candidates must hold a Bachelor's degree and an ASA designation. The position offers competitive... 
    Remote job

    Humana Inc

    Providence, RI
    4 days ago
  •  ...Exempt Salary Statement of Duties The Investment Analyst will support the Investment Team...  ...must have a working knowledge of financial fundamentals and financial modeling. Real...  ...Finance, Accounting, Economics, Business, Strategic Management, or related field is preferred... 
    Full time
    Flexible hours

    Rhode Island Commerce

    Providence, RI
    1 day ago
  •  ...Member Relationship Advisor I - (Universal Banker / Bilingual Spanish) As a Member Relationship...  ...lines of helping our members with their financial needs and supporting a positive and...  ...Navigant Credit Union prides itself on investing in our workforce, while exceeding member... 

    Navigant Credit Union

    Pawtucket, RI
    4 days ago
  • 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

    Highmark Health

    Providence, RI
    18 hours ago
  • $80.9k - $110.3k

     ...is seeking an Actuarial Analyst 2 to join our remote team. This role focuses on analyzing and forecasting financial, economic, and other data to support strategic decisions. You will work towards ensuring data integrity and collaborating with stakeholders on business issues... 
    Remote job

    Humana Inc

    Providence, RI
    18 hours ago
  • $24.69 - $26.84 per hour

     ...seeking a Citizens Banker in Providence, Rhode Island. The role focuses on building relationships with customers and providing tailored financial solutions for their needs. You'll collaborate with teams across Wealth Management and Business Banking to assist complex financial... 
    Hourly pay

    Citizens

    Providence, RI
    4 days ago
  • $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 pay
    Flexible hours

    Webster Bank group

    Pawtucket, RI
    1 day ago
  • 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... 

    JPMorgan Chase & Co.

    Providence, RI
    2 days ago
  •  ...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 start
    Afternoon shift

    JPMorgan Chase & Co.

    Providence, RI
    2 days ago
  • $20 - $28.9 per hour

     ...Bank is looking for a dedicated professional in Providence, RI to provide exceptional client experiences and educate customers on financial products. Responsibilities include advising clients, handling loans, and ensuring compliance with banking regulations. Position requires... 
    Hourly pay

    Beacon Bank

    Providence, RI
    18 hours ago
  •  ...America in Cranston, RI, seeks a client-focused role responsible for assisting clients with banking transactions and enhancing their financial service experience. The incumbent will engage clients, manage cash transactions, and ensure compliance with bank protocols. Ideal... 

    Bank of America

    Cranston, RI
    18 hours ago
  • $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

    Bank of America

    East Providence, RI
    2 days ago
  • $25 - $27.88 per hour

     ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ...by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound... 
    Hourly pay
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Cranston, RI
    18 hours ago
  • A leading commercial bank is seeking a Relationship Banker I to provide exceptional customer service and assist clients in their financial goals. The ideal candidate will have strong communication skills, experience in banking sales, and the ability to work flexible hours... 
    Flexible hours

    Webster Bank

    Providence, RI
    3 days ago
  • $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 hours
    Weekend work

    Webster Bank

    Barrington, RI
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Strategic Financial Planner & Investment Advisor. Be the first to apply!