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)
- Residential Property Manager job at John Flatley Company. East Providence, RI. We are looking for an Experienced Property Manager for a luxury apartment community... ...and resident retention goals. Assisting in the financial performance of the property including budgetary...Suggested
- Overview Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...Description As a Thrivent Financial Advisor you will: Build a financial practice... ...growth. Well‑being programs to help manage physical, emotional, and financial...Suggested
- Thrivent Financial AdvisorMeaningful work. Rewarding career.Make an impact providing expert financial advice with heart. Thrivent is a... ...complete Thrivent’s comprehensive advisor onboarding program. After... ...outside sales, business management, education, ministry, hospitality...SuggestedLocal area
- Associate, Fund Accounting Location: Providence, RI Employment Type: Full-Time About the Company... ...and Europe. The firm partners with management teams to build and scale high-quality businesses... ...will play a key role in supporting the financial operations of multiple investment funds...SuggestedFull time
- ...Description The Branch Manager role leads one or more... ...growth of existing advisor practices through business... ...results regularly and provide systematic coaching to... ...or build personal wealth management practice serving... ...process. Ameriprise Financial is an equal...SuggestedWork experience placementH1bWork at officeLocal areaWork from homeVisa sponsorship1 day per week
$21 - $23.5 per hour
Witt/Kieffer is hiring an Assistant Property Manager in Providence, RI to support residents and maintain community standards. This full-time role involves managing property documentation, resident communications, and compliance. Applicants should have strong organizational...Full time- ...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...
$52k - $90.5k
...and specific work location.) Location: Providence, RI Purpose/Objective To analyze and... ...Evaluate customers relative to their financial needs, current situation and holdings and... ...investment activities. Marketing and Product Management: Knowledge of principles and methods...- ...Merrill Advisor Development Program - Financial Advisor: Providence Market Providence, Rhode Island To proceed with your application, you must be at... ...Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$20 - $24.91 per hour
...Network Reports to: Branch Manager Status: Non-Exempt Grade... ...Location: 1047 Park Avenue Cranston, RI 30 hours per week... ...contact for customers, processing financial transactions efficiently and accurately... ...Relationship Management * Provide an outstanding customer...Work at officeFlexible hours$20 - $24.91 per hour
...Network Reports to: Branch Manager Status: Non-Exempt Grade... ...location. Location: Cranston, RI Purpose/Objective: The... ...for customers, processing financial transactions efficiently and accurately... ...Relationship Management * Provide an outstanding customer...Work at officeFlexible hours- ...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... ...partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls...Work at officeShift workWeekend workDay shift
- A leading national mortgage lender is seeking a detail-driven Mortgage Loan Processor in Providence, RI. The role involves managing mortgage loan files from application to approval while ensuring compliance and delivering excellent customer service. Candidates should have...
$20.5 - $32.12 per hour
...Branch Network Reports to: Branch Manager Status: Non-Exempt Grade: 7... .... Location: Cranston, RI Purpose/Objective: Identify customer... ...to satisfy customers by providing memorable customer experiences... ...and record- keeping. Assists Financial Center Manager and/or Assistant...Work at officeFlexible hours- Thrivent Financial is seeking a Financial Advisor in Providence, RI. In this role, you’ll provide expert financial advice that empowers clients and builds their financial clarity. The position allows for a flexible schedule and emphasizes building long-term relationships...Flexible hours
$65k - $85k
About the Role The National Financial Solutions Advisor (NFSA I) ensures clients... ...America/Merrill enterprise by providing investment, banking and... ...available solutions. Build and manage a portfolio of clients,... ...Location East Providence, RI - 218 Taunton Avenue, BR (RI...Shift workDay shift- 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
- A financial services organization is seeking candidates for part-time remote positions in Cranston, RI. This opportunity offers flexible hours (20 hours per week), allowing individuals... .... Comprehensive training is provided within a supportive team environment, fostering...Remote jobWeekly payPart timeFlexible hours
$105k - $250k
...Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries... ...Develop a high-quality wealth management practice that provides a personalized wealth management strategy...Temporary workLocal 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...$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$80k - $95k
Fund Accountant - Providence - Hybrid A leading PE firm is seeking a Fund accountant to join their leanaccounting team. This role reportsto... ..., distributions, and wire processing Assist with quarterly financial statements and audit coordination Respond to investor requests...$65k - $85k
Bank of America is seeking a National Financial Solutions Advisor (NFSA I) in East Providence, RI, to offer comprehensive financial advice and connect clients... ...The successful candidate will have strong client management skills, a Bachelor’s degree, and will earn between...$90k - $100k
...Sr. Property Manager Providence, RI $90,000 - $100,000 / year OVERVIEW A growing and highly respected real estate management... ...and commercial properties while managing onsite operations, financial performance, and team leadership initiatives. This position...- ## Financial Planning Consultant - Smithfield,... ...of the Smithfield RI Regional Center.**... ...-enabled model**, Advisors guide clients across... ..., investment management, development of a... ...solutions. Advisors will provide this support to a... ...of the Fidelity Wealth business and delivers...
- 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
$21 - $23.5 per hour
...that combat injustice, promote equality and provide equal opportunities and to help rebuild... ...and resources to the development and management of decent, safe and affordable housing and... ...Assistant Property Manager South County, RI West Warwick, South Kingstown,...Permanent employmentFull timePart timeWork at officeLocal areaShift work$65k - $75k
...Assistant Property Manager Providence, RI $65,000 - $75,000+ / year OVERVIEW A growing and highly respected real estate management... ...assisting with leasing, resident and tenant relations, financial administration, and day-to-day property operations....
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor/Wealth Manager - Providence, RI. Be the first to apply!
- associate corporate finance Providence, RI
- financial planner Providence, RI
- estate planning consultant Providence, RI
- financial counselor Providence, RI
- project finance associate Providence, RI
- financial advisor development program Providence, RI
- financial consultant Providence, RI
- financial associate Providence, RI
- financial planning assistant Providence, RI
- financial advisor associate Providence, RI



