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$55k - $75k
...multitask on several 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...SuggestedFull timeBank Rhode Island
Providence, RI1 day ago$70k - $100k
...range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, and business or organizational needs and affordability. Physical Demands and Work Environment...SuggestedWork at officeLocal areaRemote workBluestone Bank
Pawtucket, RI2 days 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,...SuggestedHourly payFull timeWork at officeFlexible hoursDay shift- ...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...SuggestedWork at officeRemote workWork from homeFlexible hours2 days per week1 day per week
Blue Cross & Blue Shield of Rhode Island
Providence, RI4 days ago $80.9k - $110.3k
...minimum recommended internet speed required by Humana may not be sufficient for business needs. Humana reserves the right to require associates to upgrade their internet service if necessary. Work from a dedicated space lacking ongoing interruptions to protect member PHI /...Full timeTemporary workApprenticeshipWork at officeRemote workWork from homeHome officeHumana
Providence, RI1 day 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, RI3 days ago$101.23k - $172.36k
...their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research,... ...industry developments. Ensure that the transition from the sales process to portfolio management is smooth and accurate. Facilitate...Remote workCity National Bank
Providence, RI3 days ago$15.5 - $17.25 per hour
...additional disclosures about our use of AI in recruitment may be provided to you separately. Hershey's Part-Time Territory Sales Associate (Providence, RI) Posted Date: Sep 10, 2026 Requisition Number: 127831 Summary: Location: Providence...Hourly payPermanent employmentPart timeLive inLocal areaRemote workLong distanceMonday to FridayFlexible hoursThe Hershey Company
Providence, RI2 days ago- ...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, RIa month 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 officeFlexible hoursShift workDay shiftBank of America
Providence, RI4 days ago- ...Description: Here at North Easton Savings Bank, we exist to invest our time and resources locally and to improve the quality of... ...providing excellent service. Meeting assigned customer service and sales goals while recommending appropriate solutions and referring to...Work at officeLocal area
North Easton Savings Bank
Pawtucket, RI20 hours ago - ...industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with... ...cash handling experience Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or...
Jobtailor
Providence, RI20 hours ago - A flexible remote workforce provider is seeking women, especially former professionals, for a sales role designed to provide structure, flexibility, and purpose. With a performance-based income and daily pay, this position allows for work from home while helping families...Daily paidRemote workWork from homeFlexible hours
J3 Owens Group
Providence, RI20 hours ago - ...Bank of America is seeking a client-focused associate to engage customers in-branch, educate on self-service banking, and process routine... ..., and the ability to work weekends. Prior cash handling and sales experience are a plus; a business degree is preferred. #J-18808...Weekend work
Bank of America
East Providence, RI1 day ago $15.5 - $17.25 per hour
...Hershey's Part-Time Territory Sales Associate (Providence, Ri) Location: Providence, RI Flexible Schedules Available To be considered for this role, candidates must reside in or be willing to commute to the following zip codes: 02019,02035,02038,02048,02056,02067,02...Hourly payPermanent employmentPart timeLive inLocal areaRemote workLong distanceMonday to FridayFlexible hoursHershey
Cranston, RI3 days 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- ...cultivating an exceptional atmosphere in which to work and shop. We are looking for a highly motivated, results driven Sales Associate for our retail store, with a passion for classic American Sportswear and the ability to achieve goals and objectives while...Work at officeLocal areaShift work
J.McLaughlin
Providence, RI2 days ago $15 - $17.1 per hour
...Cosmoprof Sales Associate By working at Cosmoprof, you would be part of the largest hair and beauty supplier in the world and we are on a mission to empower our customers to express themselves through hair – and we need passionate and talented people to make this happen...CosmoProf Beauty
Seekonk, MA2 days ago- ...enjoying the opportunities and benefits that help you get the most from your career, life, and wardrobe. About the role As a Sales Associate, you are the ultimate brand ambassador. You create authentic connections with customers and guide their shopping journey by...Part timeFlexible hoursAfternoon shift
KnitWell Group
Cranston, RI4 days ago - ...Automotive Sales Associate We are looking for an Automotive Sales Associate to join our new car sales team! The right person will have... ...dealership, you can be a part of a brand that honors the past, and is invested in the future. Join the Ford Family where we value service to...Local areaFlexible hours
Mac Donald Motors
Seekonk, MA3 days 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 Inc
Providence, RI1 day 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, RI4 days ago- ...Sales Associate 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 shoppers. We take pride...Local areaImmediate startRemote workFlexible hoursShift work
Madrag
Pawtucket, RI2 days ago $16 - $22 per hour
...Petco Sales Associate Want to help pets live their best lives? We're proud to be where the pets go and where the pet people go. If you want to make a real difference, create an exciting career path, feel welcome to be your whole self and nurture your wellbeing, Petco...Hourly payMinimum wageLocal areaFlexible hoursNight shiftAfternoon shiftPetco Health and Wellness
Seekonk, MA4 days ago- ...Sales Associate/Stock - Cranston, 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 on...
Rainbow Shops
Cranston, RI2 days ago $16 - $16.5 per hour
...Hot Topic Sales Associate Join the loudest store in the mall! We're looking for music and pop culture fanatics to help create the best experience for our customers. As a Hot Topic Sales Associate, you'll be a huge part of our success by providing the best customer service...Hot Topic
Providence, RI2 days ago- ...but it's also about making a positive impact on everyone our business touches. About the Role As a Lovesac Sales Associate, you will use your top ambition to create a welcoming and engaging in-store experience and help our customers design our products...Hourly payLocal areaRemote workFlexible hoursShift workAfternoon shift
Lovesac
Cranston, RI2 days ago $16 per hour
...Salary : $16.00 / hour This position is seasonal, with an end date of 12/31/2026. Key Responsibilities Meet and exceed sales goals Maintain brand and operational standards (visual, cleanliness, etc.) Manage customer needs and exceed expectations by utilizing the UNIQLO...Part timeSeasonal workLocal areaFlexible hoursAfternoon shiftUniqlo
Providence, RI4 days ago$15 - $21.45 per hour
...com online store and the Express mobile app. Store Name Providence Place Responsibilities Express is seeking a Retail Sales Associate to join our team. The Sales Associate is responsible for providing a great in-store shopping experience for our retail...Hourly payFull timePart timeSecond jobH1bWorldwideVisa sponsorshipWork visaNight shiftExpress
Providence, RI1 day ago
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