Investment Sales Associate
$52k - $90.5kBeacon Bank
Division: Beacon Bank & Trust Department: Investment Services Reports to: Director of Investments Status: Exempt Grade: 9E Pay Range: $52,000-$90,498 Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Providence, RI Purpose/Objective The Investment Sales Associate supports financial advisors in delivering exceptional client service, executing transactions, and expanding client relationships. The ideal candidate is proactive, highly organized, and committed to continuous professional development. Key Accountabilities Support financial advisors with daily sales and operational activities Process client transactions accurately and efficiently Meets with clients in person when necessary Prepare client meeting materials, proposals, and portfolio reviews Proactively follow up on client requests and identify service opportunities Maintain and deepen client relationships through high-touch service Identify cross-selling opportunities and contribute to revenue growth Stay current on market trends, products, and compliance requirements Education Bachelor’s Degree with related experience in financial services or retail organization preferred Experience 2+ years counselling customers and selling financial products desirable Skills & Knowledge Active securities and insurance licenses (Series 7, 63/65/66) Relentless work ethic and a strong desire to learn and grow Exceptional attention to detail and organizational skills Strong communication skills and outstanding customer service A positive attitude and a proactive mindset Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at View email address on click.appcast.io. #J-18808-Ljbffr
$105k - $175k
...working with complex, high-net-worth investors to create customized investment strategies in partnership with Senior Managers. Key... ...drive client retention and business development, while mentoring associates.Responsibilities:Works to understand the client's situation and...SuggestedFull timeWork at officeFlexible hoursDay shift- ...Collaborates with retail, commercial, mortgage and other business lines to identify and make quality referrals. Develops and executes sales and calling plans to achieve growth objectives. Plans, participates in, and follows up on community, organizational and branch...SuggestedWork experience placementWork at office
North Easton Savings Bank
Seekonk, MA1 day ago $200k
...eager to add talented agents to our team. Why Choose Us? ~ No Cold Calling: We work exclusively with inbound leads. ~100% Remote Sales: Work from anywhere, no door knocking or commuting. ~ Exclusive Products: Access unique offerings at competitive prices. ~...SuggestedFull timeImmediate startRemote workWork from homeJoseph And Young
Pawtucket, RI17 hours ago- ...Are you looking for your next opportunity in Sales? We are currently seeking enthusiastic and self-motivated individuals to join our growing team as Sales Associate on a 1099 contract basis. This is an excellent opportunity for sales professionals and entry-level candidates...SuggestedFull timeContract workRemote work
The Max Spencer Co.
Cranston, RI17 hours ago - Join ChristianSky Agency as a Remote Sales Associate Empower Lives, Build Relationships, and Achieve Financial Freedom! At ChristianSky Agency, we’re looking for driven individuals to join our growing sales team. This is your opportunity to thrive in a remote role,...SuggestedFull timeFor contractorsRemote work
Christiansky Agency
Providence, RI17 hours ago - ...INTERNATIONAL CANDIDATES. WE WILL NOT SPONSOR VISA (H1-2-2b) Embark on your Sales journey with us! We're on the lookout for dynamic and self-motivated individuals to take on the role of Sales Associate on a 1099 contract basis. This is an excellent opportunity for both...Full timeContract workRemote workWork from homeVisa sponsorship
Stratford Davis Staffing Llc
Cranston, RI17 hours ago $16.94 - $22.7 per hour
...typically be required to work regular weekend (i.e. Saturday, Sunday), holiday and evening hours customary to the retail trade.Sales Associate may be cross-trained to perform duties of a Janitor, Retail Material Handler and Retail Material Sorter based on business necessity...Hourly payPart timeWeekend workAfternoon shiftGoodwill Industries Southern New England
Providence, RI17 hours ago- Are you seeking your next sales challenge? Step into the role of Sales Associate with us on a 1099 contract basis. Whether you're an experienced sales professional or new to the field, embrace the flexibility of remote work and unlock unlimited earning potential with...Full timeContract workFor contractorsImmediate startRemote work
Christiansky Agency
Providence, RI17 hours ago - ...will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local... ...rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you...Full timeLocal area
- ...Join Our Dynamic Team as a Sales Associate At our company, we're recognized for our exceptional workplace culture and rapid growth, featured in Entrepreneur Magazine, Forbes, and Inc. 5000. We offer a proven system that empowers career advancement and substantial earnings...Full timeFor contractorsWork at officeRemote workFlexible hours
Kenneth Brown Agency
Providence, RI17 hours ago $28.85 - $36.06 per hour
...prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies,...Hourly payFull timeWork at officeFlexible hoursDay shift$129.3k - $177.8k
...Member of the American Academy of Actuaries, also known as MAAA Fellow of the Society of Actuaries, also known as FSA ; or Associate of the Society of Actuaries, also known as ASA , plus one or more of the following: Experience working as an Actuary in one or...Full timeTemporary workFor contractorsApprenticeshipWork at officeRemote workWork from homeHome officeMonday to FridayCenterWell
Providence, RI17 hours ago- ...health and well-being. We pay competitively, offer bonuses and investment plans, and are committed to growing and developing our... ...to be transparent and accountable. We believe in equipping our associates with the knowledge and resources they need to be successful. No...Work at officeRemote workWork from homeFlexible hours2 days per week1 day per week
Blue Cross & Blue Shield of Rhode Island
Providence, RI1 day ago - Description: Position Summary The Commercial Portfolio Manager II is responsible for the independent management and administration of assigned C&I commercial relationships. This role partners closely with Commercial Relationship Managers and Credit Administration...Work at office
North Easton Savings Bank
Seekonk, MA17 hours ago $26.44 - $36.06 per hour
...providing prospects and self‑directed investors with financial assistance by identifying product and service solutions that meet their investment and saving needs. The role requires SAFE Act registration and compliance with federal regulations; failure to maintain...Hourly payWork at officeShift workDay shiftBank of America
East Providence, RI17 hours ago$55k - $75k
...responsibilities effectively while meeting all expected deadlines and expectations set by the loan team or your manager. Seniority level Associate Employment type Full‑time Job function Finance and General Business Industries Banking #J-18808-Ljbffr Bank Rhode IslandFull time- ...working with complex, high-net-worth investors to create customized investment strategies in partnership with Senior Managers. Key... ...drive client retention and business development, while mentoring associates. Responsibilities: Works to understand the client's...Work experience placementWork at officeFlexible hoursShift workDay shift
Bank of America Corporation
Providence, RI20 days ago $106.9k - $147k
...Become a part of our caring community The Associate 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...Full timeTemporary workApprenticeshipWork at officeRemote workWork from homeHome officeHumana
Providence, RI1 day ago$15.5 - $16.5 per hour
...car allowance is provided; however, mileage for travel will be reimbursed at 62 cents per mile. A Part-Time role as a Territory Sales Associate (TSA) is a great way for a relationship-oriented person to flex their selling skills while representing some of the biggest and...Hourly payPermanent employmentPart timeLive inLocal areaRemote workLong distanceMonday to FridayFlexible hoursHershey
Providence, RI3 days ago$26.92 - $29.33 per hour
...calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products...Hourly payTraineeshipWork at officeShift workDay shiftBank of America
East Providence, RI4 days ago$16 per hour
...Seasonal Sales Associate Working under direct guidance and supervision, the Seasonal Sales Associate supports the store team on a short-term basis by consistently delivering outstanding guest service experiences in a sales culture that utilizes elements of GameStop'...Temporary workSeasonal workLocal areaFlexible hoursNight shiftGameStop
Providence, RI17 hours ago$137.5k - $225k
...and supports analysis, winning, and management of new equipment investment opportunitiesBuilds and maintains relationships with internal... ...:This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the...Full timeWork at officeDay shift$17 - $23 per hour
ALDI is seeking Customer Service Associates to work as Cashiers and Stockers supporting daily store operations in a fast-paced grocery store environment. Associates are responsible for operating the cash register, assisting customers, stocking shelves, unloading deliveries...Hourly payFull timeShift workDay shiftEarly shiftAldi Inc.
Providence, RI4 days ago- ...The Investment Analyst will support the Investment Team by acting as an efficient team player with the ability to quickly assess the needs of, develop a work plan for, and excel at all tasks given regardless of previous knowledge. The candidate must have a working knowledge...Full timeFlexible hours
Rhode Island Commerce Corporation
Providence, RI2 days ago - ...Sales Associate/Stock - Providence, RI Rainbow USA is recognized as one of the fastest growing junior, kids, plus, and petite, specialty apparel retail chains and has grown to over 1,000 retail stores! We have multiple retail lines that pride themselves...
Rainbow Shops
Providence, RI3 days ago - ...today about the world of tomorrow. Don’t miss the chance to shape your #FutureInSight with us! What You’ll Do: Our Sales Associates are vital to the success of Sunglass Hut. You will bring an authentic, fun and energic experience to all customers while...Minimum wagePart timeCasual workLive inLocal areaWorldwide
EssilorLuxottica
Cranston, RI4 days ago - ...performance ~ Provide leadership in all areas of the sales process, including customer service and care,maintaininga professional... ...'s brand. ~ Continue to perform all the Retail Sales Associate responsibilities at an exceptional level. ~ Assist the...Local areaWorldwideNight shift
Tempur Sealy
Cranston, RI17 hours ago - ...Position: Sales Associate About Us For over 30 years, MadRag has been bringing on-trend fashion to budget-conscious women who have a bold sense of style. With more than 100 stores in 14 states, MadRag is the "go-to" destination for today's most fashion-forward...Local areaImmediate startFlexible hoursShift work
618 Main Clothing Corp.
Cranston, RI3 days ago $15 - $17.1 per hour
...Sales Associate We think shopping should be fun. Actually, really fun. As in scoring our exclusive collection of colorful, classic styles at prices that can't be beat. A fan of lots of options in amazing fits? You've got it. Looking for some great accessories you won...Hourly payWork at officeNight shiftJ. Crew
Seekonk, MA4 days ago$15 per hour
...want an exciting job with one of the largest off-price retail stores in the nation, join the Burlington Stores, Inc. as a Retail Sales Associate! Are you an outgoing, upbeat, people-person with great organizational skills? Would you thrive in a high-energy environment...Hourly payFull timeFlexible hoursNight shiftBurlington Stores
Seekonk, MA1 day ago
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