Financial Advisor/Wealth Manager - Providence, RI
$100kNew England Financial Advisors (NEFA)
New England Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don't need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you'll need to be better than your best. Being a New England financial advisor requires a contemporary way of thinking and doing. At NEFA, we've completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients' personal and financial lives by considering a more important aspect of their financial picture: their profession. On a daily basis, our advisors: Identify and set appointments with potential clients Meet with clients to assess their financial needs Develop customized financial plans to address each of the clients desired goals Maintain strong relationship with clients, helping them track their progress over time Provide ongoing consultation and support TFA is different from other firms for many reasons, but our "Google meets Wall Street" culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of working-class people with a sole focus of providing comprehensive financial planning and wealth management services to help them realize their dreams. Some features of this position include: One-on-one training from seasoned leaders in the local financial planning industry A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance Uncapped earning potential - advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities) Job Requirements: Associate's degree in business or industry-related field Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office Must be a U.S. or Permanent Resident Willing to work in office Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000. #J-18808-Ljbffr New England Financial Advisors (NEFA)
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...Merrill Advisor Development Program - Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for... ...: 40 Pay Transparency details US - RI - Providence - 1 Financial Plz - 1 Financial...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift- ...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' financial...
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$1,000 per month
...Overview College Financial Representatives in the internship program... ...at Northwestern Mutual are provided guidance, connection, and a... ...Financial Representative or Advisor role upon graduation. #LI-Onsite... ..., etc) Excellent time-management skills Interest in financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program... ...at Northwestern Mutual are provided guidance, connection, and a framework... ...Financial Representative or Advisor role upon graduation. #LI-... ..., etc) Excellent time-management skills Interest in...Full timeInternshipLocal areaFlexible hours$61k - $119k
Northwestern Mutual is looking for Financial Advisors in Providence, RI. This role allows you to build a business helping clients with financial planning, including investments, retirement solutions, and more. Advisors have uncapped earnings potential and are provided...- Job Summary As an Allstate Financial Specialist, you will build and grow your own financial... ...who enhance relationships and provide leads. Are You a Fit? We seek an entrepreneurial... ...experience Prior experience as a Financial Advisor, Financial Planner, Registered...For contractorsWork at office
$30k
...Part Time Teller, Lincoln, RI Santander is a global leader and innovator in the financial services industry and is evolving... ...processing transactions. You provide exceptional customer service,... ...including compliance and risk management protocols to prevent fraudulent...Hourly payFull timeContract workPart timeWork experience placementWork at officeShift workAfternoon shift- 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 products and services. The role includes conducting comprehensive assessments of clients' financial...
$29.25k - $45k
...Part Time Teller, Warwick, RI Santander is a global leader and innovator in the financial services industry. We believe that... ...processing transactions. You provide exceptional customer service,... ...including compliance and risk management protocols to prevent fraudulent...Hourly payPart timeWork experience placementWork at officeAfternoon shift$120k - $140k
...Lausanne, Newport, and Providence, the 350+ person firm provides... ...Advisory Services Manager to join our firm based in our Providence, RI or Boston, MA office on... ...buy-side and sell-side financial due diligence... ...investment bankers, and legal advisors ~ Communicate findings...Full timeWork experience placementWork at officeMonday to FridayAfternoon shift- A leading financial services firm seeks a Registered Client Service Associate in Providence, RI to provide exceptional service to clients and support Financial Advisors on a daily basis. Key responsibilities include client support, executing transactions, and administrative...
$38.25k
...Relationship Banker, Woonsocket, RI role at Santander Bank... ...and innovator in the financial services industry. We... ...serve as a trusted advisor to customers, focusing... .... This role involves providing tailored solutions for... ...calling, portfolio management and community...Hourly payFull timeContract workWork experience placementWork at officeAfternoon shift- A leading property management firm is seeking a Property Manager in Providence, RI. Responsibilities include budget preparation, staff management, and ensuring property... ...property management, strong customer service, financial knowledge, and proficiency in Microsoft products....Relocation package
$75k - $85k
...common purpose to help make financial lives better through the power... ...This job is responsible for providing comprehensive advice and customized... ..., and banking and money managed solutions Recommends banking... ...Pay Transparency details US - RI - Providence - 1 Financial Plz...Full timeTemporary workWork at officeShift workDay shift- ...Commercial Operations Loan Closer Johnston, RI - Onsite - works 5 days in the office... ...the supervision of a Team Leader and/or Manager. As part of the Business Banking... ...Key Performance Indicators (KPI's). Provides exceptional customer service while adhering...Work at officeMonday to Friday
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$65k - $75k
Assistant Property Manager - Providence, RI - $65,000 - $75,000+ / year A growing and highly respected real estate management company is seeking... ...assisting with leasing, resident and tenant relations, financial administration, and day-to-day property operations. This position...
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