Wealth Advisor for Affluent Clients — Hybrid & Growth Ready
$100k - $110kNuveen
TIAA in Providence, RI seeks an experienced financial professional to grow a client book of affluent individuals, delivering retirement planning and wealth management guidance. You will drive relationship development, cross-sell investment solutions, and manage a portfolio with a consultative approach. This is a sales-focused role with base pay $100,000–$110,000 plus variable incentives; hybrid-flex work arrangements and a comprehensive benefits package support long-term career growth and client #J-18808-Ljbffr Nuveen
$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...Suggested- ...Consultant to provide in-person and virtual financial counseling to clients. You'll assist clients with TIAA products, help them achieve... ...hourly pay, transitioning to salaried after training. This hybrid position requires travel to client locations in Connecticut and...SuggestedRemote jobHourly pay
- ...Washington Trust Company in Providence, RI, is seeking a Commercial Banker to support a hybrid work schedule and provide commercial credits and treasury management services to business clients. You will develop relationships with large middle‑market businesses and manage a...Suggested
- Citizens Wealth Management is hiring Virtual Wealth Advisors to proactively identify and sell investment and insurance products to mass affluent clients. You will work virtually from a Citizens corporate office, growing client assets and serving as the single contact for...SuggestedRemote jobWork at office
- ...Merrill is seeking candidates for the Merrill Advisor Development Program to become Financial Advisors who work with high-net-worth clients to identify needs, develop relationships,... ...to build experience and promote portfolio growth. The role emphasizes acquiring and...Suggested
- ...RI, seeks dedicated individuals to join as financial advisors. This role focuses on engaging clients, educating them on tailored financial solutions, and... ...working conditions and opportunities for professional growth including mentorship and continuous learning. #J-1880...Flexible hours
- ...is seeking a Senior Financial Advisor in Providence, RI to provide objective... ...as a fiduciary, focusing on clients' best interests with strong... ...client-facing experience in wealth management, a Series 65... ...CFP. Base salary plus bonus and growth potential are emphasized. #J-...
- New England Financial Advisors is seeking a motivated Financial Advisor in Providence, RI. The role emphasizes helping clients develop personalized financial plans and building lasting... ...approach to financial advice, offering growth opportunities, uncapped earning...
$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...$65k - $70k
Description Citizens Wealth Management is honored to... ...talented Virtual Wealth Advisors who proactively identify... ...strategies to mass affluent clientele. The Virtual... ...trusted advisor is to grow client assets, retain and acquire... ...and achieve sales growth goals by delivering an...Currently hiringWork at officeLocal areaFlexible hours$95k - $130k
Lead Financial Analyst - FP&A and IT Finance (Hybrid) Location: Providence,RI, US Date Posted: 08-12-2026 Experience: Senior Level Salary... ...benefits Good vacation / time off package 401K / match HSA match Hybrid 10-20% bonus Tons of growth #J-18808-Ljbffr LeoForce2 days per week- The Investment Sales Associate at Beacon Bank & Trust supports financial advisors in delivering exceptional client service, executing transactions, and expanding client relationships in Providence, RI. The role requires a Bachelor’s degree, 2+ years of customer-facing financial...
$80k - $95k
A growing alternative investment firm in the South of Boston is seeking a Fund Accountant for a hybrid position. This role is ideal for early-career professionals seeking hands-on experience in fund operations and accounting, with a base salary ranging from $80,000 to...- ...advocate for greater retirement readiness, Voya Financial is committed... ...strength, continued growth, and unlimited future potential... ...Professional Position Voya Financial Advisors®, Inc., a leading independent... ...strategies, and research client service issues and investment...Local area
- TD Bank in Providence, RI seeks an energetic client-focused professional to act as a Mortgage Loan Originator, building trusted relationships... ...years in client-facing roles, strong communication, and basic MS Office skills. Notary or NMLS readiness preferred. #J-18808-Ljbffr TD
- Bank of America in Attleboro, Massachusetts is hiring a client-facing financial center associate. You will engage clients in the lobby, educate them on self-service options, and process cash transactions accurately to support daily needs. The role emphasizes building relationships...Weekend work
$110k - $135k
...seeking a highly skilled and client-focused Senior Financial Planner to join our Wealth Management team. In... ...’ll serve as a trusted advisor and subject matter... ...in Providence, RI, with hybrid opportunities. Key Responsibilities... ...and professional growth. The Washington Trust...Temporary workWork at office$90k - $120k
...United States is seeking a self-motivated individual for an entry-level position in finance and sales. The ideal candidate will assist clients in developing long-term financial strategies and will receive comprehensive training and support. This position offers a...$105k - $250k
...employs a group of experienced advisors that help individuals and families... ...their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then... ...and maximize your career growth. Posting End Date: 08/25/2026...Temporary workLocal areaFlexible hours$80k - $100k
Are you ready to achieve financial freedom? Ready to take control... ...power - so you stay focused on growth, not admin Top Producer recognition... ...own book of business helping clients achieve their financial goals... ...one of the oldest and largest wealth management and financial...Permanent employment- Citizens Wealth Advisors are seeking to build a high-quality wealth management practice that delivers personalized financial... ...that meets those aims. The role emphasizes proactive client outreach, relationship growth, and collaboration with internal specialists across financial...
$65k - $85k
...National Financial Solutions Advisor (NFSA I)At Bank of America, we are guided by a common purpose to help make financial... ...of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being...Work at officeDay shift$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern... ...where you can help your clients achieve their goals through financial... ...—including investments for growth, insurance for protection, and... ...SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (...Full timeContract workFor contractorsWork at office- ...saving and investing. Here, you’ll help clients build, grow, and protect their financial... ...Job Description As a Thrivent Financial Advisor you will: Build a financial practice guiding... ...training, and opportunities for professional growth. Well‑being programs to help manage...
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.... ...financial plans—including investments for growth, insurance for protection, and...Work at office- TD is seeking a banking professional in Providence, RI to acquire and deepen client relationships through consultative engagement and personalized solutions. The role emphasizes walking-in opportunities, lead management, and outbound outreach to help clients meet financial...
- Bank of America is hiring for a client-focused banking role in the United States. The position involves engaging clients in the lobby, educating them on self-service resources, and processing transactions accurately. You will build relationships, develop financial knowledge...
- ...purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Job Description At Bank of America, we are guided by a common...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long‑term financial goals.... ...: Sedentary Work Career Level 7IC Position Details This is a hybrid flex position involving regional travel to client institutions...Hourly payWork experience placementImmediate startRemote workFlexible hours3 days per week
- ...culture where your skills are valued and your growth is encouraged. Benefits &... ...and building lasting relationships with clients nationwide. We are proud to foster a diverse... ...and Affirmative Action (AA) employer. Ready to Grow With Us? If you’re a motivated...Full timeWork at officeRemote work
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