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
- 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
- ...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,...SuggestedWork at officeLocal area
- 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
$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...SuggestedRemote work- 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...SuggestedRemote job
$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- ...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...
- 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...
$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 placementLocal areaRemote workVisa sponsorshipWork visa$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 payFull timeContract workPart timeRemote workFlexible hours- ...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 payPart timeWork at officeLocal area
- 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
$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 payFull timeTemporary workApprenticeshipWork experience placementRemote workWork from homeHome officeShift work- 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...
- ...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 timeTemporary workWork at officeMonday to FridayShift work
- 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
- ...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 timeFlexible hours
- ...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...
- 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
$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$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$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- 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...
- ...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
$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- ...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...
$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$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 payWork at officeShift workWeekend workDay shift- 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
$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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