Investment Services Advisor
Berkshire Bank
Berkshire Bank in Providence, RI seeks a skilled investment advisor to analyze and underwrite credit requests for banking clients. Your role includes evaluating customer financial needs and managing loan portfolios to align with their investment objectives. Providing excellent customer service and utilizing strong analytical and communication skills will be vital to your success. A Bachelor's degree and relevant experience in financial services are required. Join us in a dynamic workplace that values professionalism and teamwork. #J-18808-Ljbffr Berkshire Bank
- ...financial institution in Rhode Island seeks an experienced financial advisor who will provide tailored solutions to help clients meet their... ...include developing financial plans, recommending investment strategies, and managing client relationships. Candidates must...Suggested
$60k - $85k
Investment Associate Sheeley & Partners Wealth Management is an independent Registered Investment... ...management and financial planning services to high‑net‑worth clients. As an RIA, we... ...the candidate will become an Investment Advisor Representative (Series 65) and eventually...SuggestedPermanent employment$26.44 - $36.06 per hour
...Rhode Island. This position focuses on educating clients about investment options and providing guidance tailored to their financial... ...candidate will have Series 7 and 66 licenses, excellent customer service skills, and a passion for financial markets. Competitive compensation...SuggestedHourly pay$62.31k - $90.76k
...recurring basis and follow established protocol for actions that need to be taken. Provide timely follow up and ensure that loan servicing actions are properly administered. Collaborate with Relationship Officers to both identify expansion opportunities and maintain credit...SuggestedLocal areaFlexible hours- UMB Bank is seeking a Credit Portfolio Manager to manage a portfolio of Business Banking and Small Business Banking loans. In this role, you'll analyze financial statements, facilitate loan reviews, and monitor loan performance. Your expertise in financial analysis and...Suggested
$80k - $153k
...across blockchains, token standards, cryptocurrency products and services, and the broader DeFi ecosystem, paired with exceptional... ...by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA...Work experience placementWork from homeShift work$60.84k - $103.49k
...Determine credit worthiness and recommend acceptance or rejection of application. Assist in all aspects of commercial lending, member service, and credit and loan administration. This role requires ON SITE availability in Pawtucket, Rhode Island. Education and Experience...- ...banking administration, commercial banking operations, commercial credit/risk oversight, and commercial loan documentation/funding/servicing or other relevant experience. ~ Position requires basic internet search skills, developed knowledge of financial statement...Work experience placementInternshipLocal areaMonday to Friday
$143k - $243k
At Prime Therapeutics (Prime), we are a different kind of PBM, with a purpose beyond profits and a unique ability to connect care for those we serve. Looking for a purpose-driven career? Come build the future of pharmacy with us. Senior Principal Actuary - REMOTE ...Work experience placementLocal areaRemote workVisa sponsorshipWork visa$122k - $167.75k
Job Description Are You Ready to Make It Happen at Mondelez International? Join our Mission to Lead the Future of Snacking. Make It Uniquely Yours. Job Description: The Waste Portfolio Manager supports the Win Against Waste agenda by driving cross-functional...Local areaRelocation package$85k - $108k
Citizens is looking for a Credit Analyst who will conduct market research and analyze financial data to support credit decisions. You'll collaborate with a team of Portfolio Managers and Relationship Managers, becoming equipped with underwriting fundamentals that are transferrable...$124k - $211k
Prime Therapeutics is seeking a Lead Actuary – Pharmacy Pricing who will spearhead complex pharmacy pricing initiatives remotely. This role will work closely with senior leaders to deliver client-specific pricing recommendations and insights, while also mentoring team ...Remote work$143k - $243k
A leading pharmacy benefit manager is seeking a Senior Principal Actuary to provide actuarial direction and thought leadership. This remote role requires a bachelor's degree in a relevant field and 10 years of experience in actuarial work, along with an ASA or FSA designation...Remote work$152k - $230k
DW Simpson Global Actuarial & Analytics Recruitment is seeking a Reserving Actuary to join their P&C client in Johnston, Rhode Island. The candidate will lead loss reserve analyses for auto plans, ensuring compliance with state-specific regulatory requirements. The ideal...- Coastal1 Credit Union is seeking a Commercial Credit Analyst II in Pawtucket. This role involves analyzing credit histories and recommending credit extensions under the VP Commercial Banking Operating Officer's direction. The ideal candidate will have a Bachelor's degree...
- A leading AI company is seeking a Fixed Income Portfolio Manager to join their remote team. This position offers the flexibility to work full-time, part-time, or on a project basis, accommodating various lifestyles. The ideal candidate will possess strong financial analysis...Remote jobHourly payFull timePart time
- ...® program and other employee discount programs. Who We Are: Ally Financial is a customer-centric, leading digital financial services company with passionate customer service and innovative financial solutions. We are relentlessly focused on "Doing it Right" and being...Permanent employmentWork experience placementRemote workFlexible hours
$50 - $60 per hour
...discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits This is a full‑time or part‑time REMOTE...Hourly payFull timeContract workPart timeWork experience placementRemote workFlexible hours$50 - $60 per hour
A leading AI consulting firm is seeking an Actuarial Consultant to enhance AI models. The role involves evaluating chatbot outputs, necessitating expertise in financial analysis. This independent contract position offers flexibility, working hours, and competitive pay of...Remote jobHourly payContract work$88k - $132k
...improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs... ...Determines future risk, makes price decisions, and formulates investment strategies. Designs insurance, financial, pension plans and...For contractorsH1bWork at officeLocal areaRemote work$118k - $146k
Portfolio Manager IV The Portfolio Manager IV is responsible for ensuring overall portfolio performance and asset quality remains strong and is able to independently address and develop strategies and actions to resolve issues that could increase risk and/or create ...Full timeLocal areaMonday to FridayFlexible hoursShift work- A leading AI company is seeking a Senior Credit Analyst to enhance financial AI models. This role offers remote work flexibility, allowing you to choose projects and set your own schedule. Ideal candidates possess advanced financial reasoning skills and hold a Master's ...Remote jobHourly pay
- ...Pearson is hiring an Advanced Specialist for their Pearson Ventures team, contributing to strategic investments in innovative education technology. This role requires sourcing opportunities, conducting market analysis, and supporting transaction execution. Ideal candidates...
$101.23k - $172.36k
...US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment... ...expressed an interest in CNR investment services. Develops "partnering" relationships with Independent...Remote work- A healthcare company is seeking an Actuary, Analytics/Forecasting to analyze financial, economic, and business data for strategic decision-making. The ideal candidate will hold a Bachelor's degree and be an FSA or ASA with experience in various actuarial functions. Responsibilities...Remote job
$129.3k - $177.8k
...or other relevant experience Work at Home Guidance To ensure Home or Hybrid Home/Office associates have the self-provided internet service you must meet the following criteria: At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is recommended;...Bi-weekly payFull timeTemporary workApprenticeshipWork experience placementRemote workWork from homeHome officeShift work- A leading financial services company is seeking a Senior Actuarial Analyst to develop and support a pricing and reserving framework. The role involves leading projects, communicating results to leadership, and mentoring entry-level analysts. Candidates should have 4+ years...Remote job
- General information Ref # 22169 Remote? Yes The Opportunity The Senior Actuarial Analyst is responsible for developing and supporting a robust pricing and/or reserving framework at Ally Insurance. The Senior Actuarial Analyst will be expected to independently lead projects...Permanent employmentWork at officeRemote workFlexible hours
$152k - $228k
...pricing accuracy, adequacy and growth for our countrywide portfolio of ~$4B in premium. A passion for innovation will be critical as we invest into our new Auto and Home insurance product supported in a cloud-based platform. In addition to rate review and filing...Temporary workWork at officeRemote work3 days per week- ...opportunity, know that BankNewport will empower and invest in you. The Relationship Banker is a sales-solution, service, and transaction provider for all consumer... ..., Relationship Bankers are trusted banking advisors responsible for identifying customer needs...Work at officeLocal areaImmediate start
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