Investment Sales Associate - Grow Client Relationships
Beacon Bank
Beacon Bank in Providence, RI seeks an Investment Sales Associate to support financial advisors in delivering exceptional client service, executing transactions, and expanding client relationships. The ideal candidate is proactive, highly organized, and committed to ongoing professional development. Responsibilities include supporting daily sales and operational activities, processing client transactions, meeting with clients in person when needed, preparing meeting materials and portfolio #J-18808-Ljbffr Beacon Bank
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Investment Sales Associate - Grow Client Relationships in Providence, RI vacancy
- ...Investment Sales Associate The Investment Sales Associate supports financial... ...in delivering exceptional client service, executing transactions, and expanding client relationships. The ideal candidate is proactive... ...strong desire to learn and grow Exceptional attention to...Suggested
Beacon Bank
Providence, RI5 days ago - ...Investment Sales Associate (ISA)Investment Sales Associate (ISA) is the entry... ...- Intermediary Investment Client Group, we offer a collaborative... ...not requiredCommitment to growing technical knowledge of the... ...to initiate new client relationships and sales opportunitiesSales...SuggestedFull time
Fidelity Investments
Smithfield, RI5 days ago - ...bringing TD's human, relationship driven banking experience... ...by partnering with clients to help them confidently... ...clients in a service, sales, or relationship... ...package reflects the investments we make in our colleagues... ...career paths where you can grow your expertise and...SuggestedWork experience placementWork at officeLocal areaWork from homeFlexible hours
$22.5 - $29 per hour
...bringing TD's human, relationship driven banking experience... ...by partnering with clients to help them confidently... ...clients in a service, sales, or relationship... ...package reflects the investments we make in our colleagues... ...career paths where you can grow your expertise and...SuggestedWork at officeLocal areaWork from homeFlexible hours$22.5 - $29 per hour
...goals and optimize their relationship with TD. Depth & Scope... ...lead-focused outbound sales activities... ...transaction needs and educates clients on self-service channels... ...package reflects the investments we make in our... ...career paths where you can grow your expertise and make...SuggestedWork experience placementWork at officeLocal areaWork from homeFlexible hours- Santander Bank, N.A. in Cranston, RI seeks a Banking Center Relationship Banker I to serve customers and drive sales at the branch. You will process transactions, help customers with financial needs, and collaborate with team members to meet growth goals. The role emphasizes...
- ...Region Relationship Banker 1 Santander is a global leader... ...professionals to grow, learn, and make a real... ...Evaluates needs of clients and offers appropriate... ...individual and team goals in sales, service, and... ...Advanced degrees (Associates and/or Bachelor's) Qualifications...Hourly payFull timeContract workWork experience placementShift work
- ...their financial goals and optimize their relationship with TD. Depth & Scope: Proficient... ...solutions and lead-focused outbound sales activities Independently resolves customer... ...transaction needs and educates clients on self-service channels including digital...Work at office
$32.25k
...Part Time Banking Center Relationship Banker 1, Warwick, RI... ...professionals to grow, learn, and make a real... ...team in achievement of sales, service, and operation... ...Evaluate needs of clients and offer appropriate... ...Advanced degrees (Associates and/or Bachelor's) Qualifications...Hourly payFull timeContract workPart timeWork experience placementFlexible hoursShift workWeekend work- Santander is seeking a Banking Center Relationship Banker I in Barrington, RI to deliver excellent customer service, process financial transactions, and support sales goals. The role emphasizes needs-based conversations to tailor banking solutions. You will engage with...Local areaFlexible hours
- ...Private Client Banker In Branch Banking You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity...Immediate startAfternoon shift
- ...Pawtucket, RI is seeking a Banking Center Relationship Banker I to serve customers, process... ...transactions, and support the team in achieving sales and service goals. You will use needs-... ...identify products and build trust with clients. The role emphasizes strong...Flexible hours
- Santander Bank, N.A. is seeking a Banking Center Relationship Banker I in Barrington, RI. You will handle routine teller transactions, learn... ...needs, and promote banking products while supporting branch sales and service goals. Applicants must have a HS diploma or GED; 3...Flexible hours
$24 - $26.27 per hour
...we deliver for our clients, teammates,... ...and experiences and invest heavily in our teammates... ...to learn, grow, and make an impact... ...excellence Builds relationships with clients to meet... ...demonstrated successful sales experience in a... ...business-relevant Associate's Degree such as...Hourly payFlexible hoursShift workWeekend workDay shift- Banco Santander SA in Attleboro, MA is seeking a Region Relationship Banker 1 to support customers with deposits, transactions, and sales opportunities. You will respond to customer needs promptly and leverage bank resources to offer suitable financial products. The role...
- ...Providence, Rhode Island seeks a banking professional to partner with clients, helping them confidently achieve financial goals by... ...support financial well-being. You will acquire and deepen client relationships through consultative engagement, strong product knowledge, and...
- ...Member Relationship Advisor I Your role as a Member Relationship Advisor... ...member relationships. Sales & community engagement: Work... ...development opportunities to grow your career. Work-life balance... ...Union prides itself on investing in our workforce, while exceeding...
$108.75k - $180k
Director, Business Banking Relationship Manager, Providence, RICountry: United States of AmericaIt... ...’s a chance for driven professionals to grow, learn, and make a real difference.If... ...of both the business and consumer clients. Maintains an in- depth knowledge of products...Hourly payFull timeContract workWork experience placementWork at officeShift workGrupo Santander
Providence, RI1 day ago- ...Overview As a Fine Jewelry Sales Colleague, you provide... ...You focus on building lasting client relationships through consultative selling... ...coverage and a 401(k) match to invest in your future. Prioritize... ...off and eight paid holidays. Grow your career with continuous...Full timePart timeSeasonal workAll shiftsFlexible hoursAfternoon shift
Macy's
Providence, RI26 days ago - Bank of America Corporation seeks a client-focused financial professional to guide clients toward their financial goals... ...Series 7 and 66 licenses (or equivalent), with 1+ year in investments and strong relationship skills. Typical in-office schedule with some flexibility...Work at office
$26.44 - $36.06 per hour
Bank of America is seeking a Financial Assistant in East Providence, Rhode Island. This position focuses on educating clients about investment options and providing guidance tailored to their financial needs. The ideal candidate will have Series 7 and 66 licenses, excellent...Hourly pay$28.85 - $36.06 per hour
...Investment Consultant II At Bank of America, we are guided by a common... ...and delivering for our clients, teammates, communities and shareholders... ...with opportunities to learn, grow, and make an impact. Join us!... ...high client satisfaction and relationship deepening through a...Hourly payWork at officeFlexible hoursShift workDay shift$45k - $65k
...Retail Sales AssociateOur Retail Sales Associates are a driving force behind Bob... ...ListeningRelationship Building and Client Follow-... ...with customer relationship management tools or... ...what we do, and we're growing fast! As one of the... .... At Bob's, we invest in your growth, well...Hourly payFull timePart timeLocal areaFlexible hoursBob's Discount Furniture
Seekonk, MA3 days ago- ...PT Sales AssociateGarden City Center - Cranston,... ...Are: Lovesac is a fast-growing, design-driven furniture... ...teams, strong relationships, and a shared commitment... ...Are: As a Lovesac Sales Associate, you are energized by... ...Customer ExperienceGreet clients with energy and optimism...Hourly payPart timeLocal areaFlexible hoursShift workNight shift
Lovesac
Cranston, RI2 days ago - Santander Bank, N.A. seeks a Relationship Banker I to support Banking Center customers, drive sales and service goals, and process routine financial transactions. You will use strong communication to identify needs, build trust, and promote banking products while partnering...Flexible hours
- Webster Bank, a division of Santander Bank, N.A., is seeking a Relationship Banker I in Pawtucket, RI to serve Banking Center customers and support the team in achieving sales, service, and operations goals. You will handle customer transactions, discuss financial needs...Flexible hours
$38.25k
Join to apply for the Relationship Banker, Woonsocket, RI role at Santander... ...for banking, lending and investment products while delivering exceptional... ...team members to drive branch sales targets and contribute to the... ...strong relationships with clients to understand their financial...Hourly payFull timeContract workWork experience placementWork at officeAfternoon shift- ...Relationship Banker In Branch Banking You have a passion for helping customers, building... ...1+ year of experience in Retail banking sales, Financial services sales, or Consultative... ...with proven success in establishing new clients, deepening customer relationships and delivering...Immediate startAfternoon shift
- ...needs, and refer to specialists when appropriate. You will build relationships, manage multiple tasks in a fast-paced store, and maintain... ...communication. The role requires HS Diploma, 1+ years in customer service or sales, teller training on hire, and #J-18808-Ljbffr TD
- BankNewport in Rhode Island is seeking a Relationship Banker to build trusted relationships with customers, open accounts, and connect clients with banking solutions. The role emphasizes service excellence, guidance on digital channels, and adherence to security policies...Local area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Sales Associate - Grow Client Relationships. Be the first to apply!
Related searches
- fashion retail sales associate Providence, RI
- local sales assistant Providence, RI
- retail salesperson Providence, RI
- retail associates Providence, RI
- pre sales associate Providence, RI
- hotel sales assistant Providence, RI
- retail merchandising representative Providence, RI
- full time retail merchandising representative Providence, RI
- temporary retail staff Providence, RI
- retail sales associate Providence, RI