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
- ...achieve their financial goals. You will conduct comprehensive assessments of clients' financial situations, recommend personalized investment strategies, and build lasting relationships. The ideal candidate will have strong communication skills for educating clients on...Suggested
$52k - $90.5k
Beacon Bank in Providence, RI, is seeking a candidate for the Investment Services department. The role involves analyzing and underwriting credit requests, managing loans, and supporting clients in achieving their investment objectives. The successful candidate will have...Suggested$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$26.44 - $36.06 per hour
Bank of America is seeking a Financial Advisor to provide clients with investment assistance and deepen existing relationships. Located in East Providence... .... The ideal candidate will have strong customer service skills, financial market knowledge, and the ability to...SuggestedHourly payFull time- ...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...Suggested
$26.44 - $36.06 per hour
...for providing 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,...Hourly payWork at officeFlexible hoursShift workDay shift$106.9k - $147k
.../ Internet Information: To ensure Home or Hybrid Home/Office employees' ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria: At minimum, a download speed of 25 Mbps and an upload...Bi-weekly payFull timeTemporary workApprenticeshipRemote workWork from homeHome office$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- 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
- BCG Attorney Search is seeking a Corporate Trust Finance Associate in Providence, RI. This role focuses on structured finance transactions, offering the chance to work in a dynamic environment. The ideal candidate has 1-5 years of experience, a Juris Doctor (JD) degree,...
$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- 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
- 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
- ...and vision insurance as well as programs that support your mental health and well-being. We pay competitively, offer bonuses and investment plans, and are committed to growing and developing our employees.**Our culture is one of belonging.** We strive to be transparent...Work at officeRemote workWork from homeFlexible hours2 days per week1 day per week
- Blue Cross & Blue Shield of Rhode Island is seeking an Actuary to support pharmacy benefit pricing, forecasting, and financial analysis. The role involves modeling, data extraction, and regulatory reporting in a collaborative, remote/hybrid environment. The ideal candidate...Remote job
- 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
$18.5 - $23 per hour
...potential, benefit from our robust development opportunities, and enjoy meaningful work! The Relationship Banker I role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation goals, based on Webster's...Flexible hoursWeekend work$50 - $60 per hour
A technology-driven financial solutions provider is seeking a Fund Manager to contribute part-time or full-time to training AI for finance applications. This remote role requires expertise in financial reasoning and an advanced degree in finance. Responsibilities include...Remote jobHourly payFull timePart timeFlexible hours- Citizens Bank in Johnston, RI, seeks a Specialty Lending Senior Professional to underwrite and manage the Private Bank and Wealth Management loan portfolio. You will collaborate with Sales, Product and Credit Risk to analyze and approve complex credits and monitor ongoing...
- ...Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Riverside, Rhode Island;Lincoln, Rhode Island To proceed... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...TraineeshipWork at officeFlexible hoursShift workDay shift
$52k - $90.5k
...Division: Beacon Bank & Trust Department: Investment Services Reports to: Director of Investments Status: Exempt Grade: 9E... ...The Investment Sales Associate supports financial advisors in delivering exceptional client service, executing transactions...- ...Employee discounts Company parties Competitive salary Opportunity for advancement About the Role: Join JM Auto Service as a Service Advisor, where you’ll serve as the key link between our customers and skilled technicians. In this role, you’ll deliver...
$43.89k - $102.08k
We're building a world of health around every individual—shaping a more connected, convenient and compassionate health experience. At CVS Health, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize...Hourly payFull timeTemporary workWork experience placementLocal area- ...arrival. Listen to and understand customer concerns, diagnosing service needs and recommending the appropriate maintenance or repair... ...accurately. Requirements Prior experience as a Service Advisor or in a similar customer service role in the automotive industry...
- ...Employee Type Exempt Salary Statement of Duties 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...Full timeFlexible hours
- Jobtailor is seeking a financial services professional in Rhode Island to advise prospects and self-directed investors, educate clients on investment products, and support trading activities. You will deepen relationships by identifying needs and referring to specialists...
- ...A leading AI development company is seeking an Investment Operations Analyst to help train AI on financial principles. This role offers remote flexibility and can be pursued part-time or full-time. Candidates should have advanced financial reasoning skills, proficiency...Hourly payFull timePart timeRemote work
- ...Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ****@*****.***. #J-18808-Ljbffr...Summer holidayFlexible hours
- ...Job Description - Director, Pension Investments (332242) Job Number: 332242 Textron is a renowned global multi-industry company with a... ...portfolio management, investment consulting, insurance, financial services, or related field. Bloomberg and eVestment experience...Worldwide
$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...
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