Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Financial Advisor

WealthMax Financial Group LLC

Senior Financial Advisor — WealthMax Financial Group Bristol, RI & Foxborough, MA WealthMax Financial Group. A fully independent fiduciary firm specializing in retirement, tax, and estate planning for pre‑retirees and retirees. We're hiring an experienced Senior Financial Advisor. A rare chance to focus on advising clients and building relationships, without the grind of prospecting. Compensation Competitive base salary, plus strong performance‑based upside A stable foundation with real earning potential No chasing your own pipeline to get paid What makes this role different All prospects and leads provided. No cold calling. A para‑planner already in place to support your casework. A proven system and process. Built, tested, working. True fiduciary independence. Not tied to any product or carrier. What we're looking for Active Series 65 or Series 66 Experience in financial advising or retirement planning A genuine fiduciary mindset Strong communicator. Builds trust quickly. A team player in a collaborative, process‑driven environment Why WealthMax Built around income maximization, tax efficiency, and independence from product‑driven incentives. Offices in Bristol, Rhode Island and Foxborough, Massachusetts (Patriot Place). Clients who value sound, conflict‑free guidance. #J-18808-Ljbffr

Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Senior Financial Advisor in Bristol, RI vacancy
  •  ...organic, gluten‑free, and low sodium, among others. Join a proven team for growth, success, and a satisfying career! Summary The Senior Financial Analyst plays a key role in supporting Corporate Finance and Accounting through financial planning, reporting, and analysis.... 
    Senior
    Temporary work

    Blount Fine Foods

    Warren, RI
    13 hours ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might: Review and improve AI Assistant answers to questions about macro... 
    Senior
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Fall River, MA
    more than 2 months ago
  •  ...Salve Regina University is hiring a Financial Aid Counselor, responsible for administering financial aid processes and providing guidance to students and families about financial aid options. This role includes managing caseloads, ensuring compliance with regulations,... 
    Suggested
    Remote work
    2 days per week

    Salve Regina University

    Newport, RI
    5 days ago
  • Roger Williams University seeks a Student Life Compliance Manager to oversee Title IX and Title VI investigations in Bristol, RI. The role includes leading compliance operations, developing and implementing Title IX training programs, and ensuring adherence to federal laws...
    Senior

    Roger Williams University

    Bristol, RI
    2 days ago
  • Young World Physical Education is seeking an Assistant Principal for Kickemuit Middle School in Warren, Rhode Island. This role focuses on supporting the Principal in creating a safe and high-achieving learning environment through leadership in curriculum, instruction,...
    Suggested
    Full time

    Young World Physical Education

    Warren, RI
    1 day ago
  • $38 - $45 per hour

     ...Senior Financial Analyst Position Summary We are seeking a Senior Financial Analyst to support financial planning, forecasting, reporting, and business analysis for a manufacturing operation. This role partners closely with cross-functional leaders to drive... 
    Senior
    Hourly pay
    Temporary work
    Local area

    Adecco Colombia S.A.

    Fall River, MA
    1 day ago
  •  ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an... 

    Thrivent Financial for Lutherans

    Seekonk, MA
    3 days ago
  • $65k - $85k

    About the Role The National Financial Solutions Advisor (NFSA I) ensures clients receive comprehensive financial advice, connecting them with investment, banking, and lending solutions from Bank of America and Merrill. Responsibilities Deliver full power of the Bank of... 
    Shift work
    Day shift

    Bank of America

    East Providence, RI
    1 day ago
  • $21 per hour

     ...complete simple transactions. You'll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step.... 
    Hourly pay
    Local area
    Flexible hours
    Afternoon shift

    Citizens Financial Group, Inc.

    Bristol, RI
    2 days ago
  •  ...Registered Dietitian- Senior Location: Bristol RI Shift: Day Hours/Week: 40 Start Time: 8:00 AM - End Time: 4:30 PM Local Candidate only. Hours: This posting will be for 1 full time role (40 hours) Credentials Required: Resume State License - Registered Dietitian... 
    Senior
    Full time
    Local area
    Shift work

    TalentBurst

    Bristol, RI
    3 days ago
  •  ...about us: We are on the hunt for a dedicated and experienced Senior Accountant to join our dynamic Accounting and Finance team....  ...that offers a fantastic opportunity to play a key role in our financial operations. You will be responsible for managing our company's... 
    Senior
    Permanent employment
    Work at office
    Local area

    Jobot

    Bristol, RI
    2 days ago
  •  ...partners. Collaboration, respect, and shared goals define how we work together every day. Join a well-established, respected financial institution with a strong future. As a Relationship Banker, you'll be the friendly and trusted resource our customers rely on.... 
    Work at office
    Local area
    Immediate start

    BankNewport

    Bristol, RI
    2 days ago
  •  ...2), and North Attleboro, along with a loan production office in Foxboro, MA. We are committed to helping members achieve their financial goals. Coastal1 Credit Union is committed to providing the best in products, services, rates and changes in technology for our members... 
    Work at office

    Coastal1 Credit Union

    Bristol, RI
    5 days ago
  • $16 per hour

     ...Senior-Living-Residences is looking for part-time Dining team members at Anchor Bay - East Providence. This role focuses on providing superior customer service and maintaining a safe, clean dining environment for senior residents. Starting at $16 an hour, employees enjoy... 
    Senior
    Part time

    Senior Living Residences

    East Providence, RI
    5 days ago
  •  ...homeownership. As a Loan Officer, you’ll serve as a trusted mortgage advisor—originating residential loans, cultivating long‑term referral...  ...community engagement. With the support of a respected local financial institution, industry‑leading resources, and a flexible hybrid... 
    Work at office
    Local area
    Remote work
    Flexible hours
    Weekend work
    Afternoon shift

    Baycoast Bank

    Bristol, RI
    6 days ago
  •  ...Are you a driven and enthusiastic individual eager to build a fulfilling career in the financial services sector? Rivercity Insurance and Financial Services is looking for dedicated Sales Representatives to join our growing team. Enjoy the flexibility of full-time or part... 
    Senior
    Full time
    Part time
    Flexible hours

    Rivercity Insurance & Financial Services

    East Providence, RI
    4 days ago
  • $101.5k - $126.9k

     ...Job Description: Saab, Inc. is seeking a Senior Manufacturing Engineer who is eager to further develop expertise in manufacturing technology. The Manufacturing Engineering function is responsible for all technical production activities related to assembly and installation... 
    Senior
    Permanent employment
    Temporary work
    For contractors
    Work experience placement
    Casual work
    Local area
    Flexible hours

    Saab Automobile AB

    Bristol, RI
    2 days ago
  •  ...Senior Recruitment Consultant (HR729) Newport, Wales Apply with Indeed Senior Recruitment Consultant – Driving Division Newport | Competitive salary + uncapped commission Introduction Acorn by Synergie is seeking an experienced Senior Recruitment Consultant to join the... 
    Senior
    Work at office

    Acorn-By-Synergie

    Newport, RI
    12 hours ago
  • $15k

     ...Summary Provides financial counseling to patients by interviewing patients, verifying insurance coverage, establishing payment arrangements, determining eligibility for financial assistance, and other related activities to maximize reimbursement to the Hospital for services... 
    Work at office
    Local area
    Immediate start
    Shift work

    Brown University Health

    Newport, RI
    3 days ago
  • Aspen Aerogels Rhode Island LLC is seeking a Quality Manager to lead the Quality organization. Responsibilities include managing supplier qualifications, ensuring compliance with quality standards, and driving root cause analysis for quality improvements. The ideal candidate...
    Senior

    Aspen Aerogels Rhode Island LLC

    East Providence, RI
    2 days ago
  •  ...The Chronicle Of Higher Education, Inc. is seeking a Financial Aid Counselor to manage student financial aid processes. Responsibilities include counseling students, reviewing financial documentation, and ensuring compliance with relevant regulations. The ideal candidate... 
    Remote work

    The Chronicle of Higher Education

    Newport, RI
    2 days ago
  • SEACORP is actively seeking a well-qualified System Engineer III for their Imaging Business Area in Middletown, RI. This role demands expertise in US NAVY systems and involves developing Technical Data Packages, analyzing performance, and providing technical support. Ideal...
    Senior

    SEACORP

    Middletown, RI
    2 days ago
  • $138.9k - $180.6k

     ...Job Description Saab Inc.'s Autonomous and Undersea Systems (AUS) division is seeking an innovative and experienced Senior Software Engineer to participate on technical teams defining, architecting, implementing, integrating, verifying, delivering, and maintaining software... 
    Senior
    Temporary work
    For contractors
    Local area
    Remote work

    SAAB

    Bristol, RI
    13 hours ago
  • $127.3k - $165.5k

     ...Senior Staff Electrical Engineer Saab Inc., Autonomous and Undersea Systems division is seeking an innovative and experienced Senior Staff Electrical Engineer to support our growing team working on Autonomous Underwater Vehicles (AUVs) and Remotely Operated Vehicles... 
    Senior
    Temporary work
    For contractors
    Work experience placement
    For subcontractor
    Casual work
    Local area
    Remote work

    Saab Automobile AB

    Bristol, RI
    4 days ago
  • $130k - $135k

     ...Security Operations Center (SOC) is expanding, and we’re seeking a Senior SOC Analyst to support a weekend schedule ( Wednesday –...  ...Health Centers, Employee Assistance Program, Wellness program Financial Benefits : Competitive pay, Profit Sharing, 401k Plan with... 
    Senior
    Full time
    Remote work
    Shift work
    Weekend work

    World Wide Technology

    Bristol, RI
    1 day ago
  • Notice: MCRA’s Talent Solutions division works to untie top talent with opportunities on our clients’ teams. This posting is not for a position directly at MCRA, but rather for a position with a MCRA client that our team is helping to recruit and fill. Summary Responsible...
    Senior

    MCRA, an IQVIA business

    East Providence, RI
    12 hours ago
  • $80k - $95k

     ...well-established regional public accounting firm with multiple offices across Massachusetts , and we're actively hiring a Tax Senior to join their expanding team! This firm is known for its low turnover, hybrid flexibility, and strong internal career paths - and... 
    Senior
    Work at office
    Immediate start
    Remote work

    gpac

    Seekonk, MA
    1 day ago
  •  ...Job Title Senior Systems Engineer Location Newport, RI 02840 US (Primary) Job Type / Status Full-Time Education Bachelor's Degree Clearance Level Required Secret Job Description McLaughlin Research Corporation (MRC) is seeking a Senior... 
    Senior
    Full time

    McLaughlin Research

    Newport, RI
    5 days ago
  • A national recruiting company is looking for a .NET Developer/Architect for a 12-month contract in Bristol, CT. The role requires a minimum of 6 years' experience with .NET, C#, and ASP.NET, alongside proven capabilities in software architecture. Responsibilities include...
    Senior
    Contract work

    Mindlance

    Somerset, MA
    2 days ago
  • Job Description Job Description About the Role This position plays a key role in the successful execution of commercial door, frame, and hardware projects by assisting with estimating, scheduling, contract administration, order processing, and customer support. ...
    Senior
    Contract work
    Work at office

    North Atlantic Corp

    Somerset, MA
    29 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Financial Advisor. Be the first to apply!