Financial Planning & Investment Advisor
Rhode Island Bar Assn.
Bank of America is actively seeking a financial advisor‑like professional to provide comprehensive guidance and tailored solutions that help clients reach their financial goals. The role involves building financial plans, reviewing assets, and recommending brokerage products to a diverse client base. The position requires Series 7 and 66 (or 63/65) licenses, a minimum of one year in the investments/financial services space, and strong relationship-building and communication skills. #J-18808-Ljbffr Rhode Island Bar Assn.
- ..., know that BankNewport will empower and invest in you. At BankNewport, retail banking... ...meaningful relationships, understand individual financial needs, and connect people with solutions... ...and participates in PEAK Incentive Plan. Subject matter expert for consumer &...SuggestedWork at officeLocal areaImmediate startNight shift
$20.55 - $25.05 per hour
...ladder. It’s about helping people find financial safety and success, helping businesses thrive... ...of yourself. Because our number one investment is you. Creating an award-winning culture... ...through performance-based incentive plan(s) that will correspond to meeting performance...SuggestedHourly payFull timeMonday to FridayShift work- BankNewport in Rhode Island seeks a Senior Relationship Banker to build relationships, understand financial needs, and connect customers with solutions such as accounts and lending options. You will be a sales‑solution, service, and transaction provider for consumer and...Suggested
$24 - $26.27 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible... ...with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive...SuggestedHourly payFlexible hoursShift workWeekend workDay shift- BankNewport in North Kingstown, RI is seeking a Senior Relationship Banker to serve as a trusted resource for customers, helping with accounts, lending options, and related services. You will identify needs, cross-sell banking solutions, and maintain high levels of service...Suggested
$70k - $80k
...America, we are guided by a common purpose to help make financial lives better through the power of every connection. We... ..., meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...meeting with clients to review financial and investment goals and recommend products. Job... ...Responsibilities: Works with clients to plan their short and long‑term financial goals...Hourly payTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$25 per hour
...skills — along with your broad range of financial knowledge — you’ll provide recommendations... ...spending, saving, borrowing and investing needs. You’ll get to know customers’ personal... ...tailored solutions to help achieve them — like planning for the future, buying a home or opening...Hourly payLocal areaFlexible hoursAfternoon shift$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...meeting with clients to review financial and investment goals and recommend products. Job... ....Responsibilities:Works with clients to plan their short and long-term financial goals...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift$38.25k
...is a global leader and innovator in the financial services industry and is evolving from a... ...Relationship Banker you serve as a trusted advisor to customers, focusing on building... ...tailored solutions for banking, lending and investment products while delivering exceptional...Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift- ...delivering TD's Brand promise by utilizing financial expertise and consultative advice to... ...Our Total Rewards package reflects the investments we make in our colleagues to help them and... ...generally through participation in an incentive plan) and several other key plans such as...Work at officeLocal areaWork from homeFlexible hours
- ...with support, training, and leaders who are invested in your success. Local Impact, Real... ...Trust Join a well‑established, respected financial institution with a strong future. As a Relationship... ...and participates in the Retail Incentive Plan. Markets a full range of consumer and...Work at officeLocal areaImmediate start
- ...is seeking a Relationship Banker to serve as a trusted advisor, building long‑lasting relationships by understanding customers’ financial needs and goals. You will provide tailored banking, lending, and investment solutions while delivering outstanding service. The role...
- ...branch, delivering friendly, accurate service and handling daily administrative tasks. The ideal candidate has 1-3 years of sales or financial institution experience, a high school diploma or GED, and Saturday availability. Join us to help members achieve their financial...
- TD Bank in Warwick, Rhode Island, is seeking a Retail Banker I to serve customers with financial solutions and consultative advice, helping them meet their banking goals and strengthen their relationship with TD. This role handles routine transactions, educates customers...
- ...customer relationships, open accounts, and connect clients with lending and digital banking solutions. You’ll help customers achieve financial goals through personalized service and knowledgeable guidance. You’ll use your sales instincts and banking product knowledge to...
- BankNewport is recruiting a Relationship Banker to build trusted customer relationships and deliver personalized financial solutions. You will open accounts, discuss lending options, and guide customers through digital banking tools to meet their goals. The role requires...Local area
$22.5 - $29 per hour
...delivering TD's Brand promise by utilizing financial expertise and consultative advice to... ...Our Total Rewards package reflects the investments we make in our colleagues to help them and... ...generally through participation in an incentive plan) and several other key plans such as...Work at officeLocal areaWork from homeFlexible hours- Beacon Bank in Warwick, RI seeks a Personal Banker Representative to serve as a primary contact for clients, educate on banking products, and build lasting relationships. You will drive outbound outreach, assist with deposits, lending, and digital banking adoption while...
$18 per hour
...minimum of one to three years prior sales or financial institution experience in which... ...to delivering exceptional service while investing in the growth and success of our employees... ...insurance Generous paid time off 401(k) plan with an exceptional company match Health...Hourly payFull timeTemporary workWork experience placement- Bank of America in the United States seeks a Financial Advisor to help clients reach financial goals by offering personalized advice and solutions... ...pursue required licenses, build relationships, and deliver investment and banking guidance. This position supports in-office...Work at office
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors... ...families, you will focus on financial plans that are constantly evolving to pursue... ...includes: Savings/banking Investments/wealth management Insurance/risk...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...A leading financial services firm in Warwick, RI, is looking for a Financial Services Representative. In this role, you will provide essential financial guidance, develop client relationships, and participate in an advanced training program. The ideal candidate possesses...
$80k - $130k
...history serving individuals and families. As a dually registered Registered Investment Advisor and Broker Dealer, we take a comprehensive, relationship-focused approach to financial planning, helping clients create, conserve, and ultimately transfer their wealth. Many...Full time- Banco Santander SA in Warwick, RI is seeking a Relationship Banker to serve as a trusted advisor, understand customers’ financial needs, and offer tailored banking, lending, and investment solutions with a focus on service. You will drive branch sales by cross-selling...
- Bank of America in Warwick, RI seeks a financial services professional to advise clients and tailor solutions to achieve their financial... ...review goals with clients to recommend suitable banking and investment products. Role requires completing required licenses and training...
- A leading financial services firm in Warwick, RI, seeks dedicated individuals to join as financial advisors. This role focuses on engaging clients, educating them on tailored financial solutions, and ensuring exceptional service delivery. Ideal candidates will have a Bachelor...Flexible hours
$58.44k - $93.5k
...Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families... ...families. Assists service members in establishing a spending plan for extended absences. Develops and makes available...Contract workTemporary workWork at office- Magellan Health, Inc. seeks a qualified Personal Financial Counselor to provide one-on-one and group education at military installations... ...counseling service members and families, helping create spending plans, and delivering DoD-aligned financial materials. The role...
$15 per hour
...the job poster from Prudential Financial Business Development Manager... ...Group at Prudential Advisors Take your career to the next... ...information to build robust financial plans Helping clients prepare for their... ...Preparing and reviewing investment portfolio recommendations Because...Minimum wageFull timeContract workPart timeImmediate start
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