Financial Advisor

Job DescriptionJob DescriptionPart-time, i.e. mother's hours position with established fiduciary financial advisor. Ideal candidate has previous experience in an investment or financial planning practice or broker/dealer and familiarity with Redtail, Albridge, Fidelity, Schwab & Docupace. Position may be ideal for a professional returning to the...

New York Life - We’re looking for bilingual (Spanish or Portuguese) professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate...

Job OverviewObjective:The primary aim is to assist residents facing unemployment or underemployment in achieving their financial stability objectives. This role involves delivering personalized, one-on-one financial counseling services to participants engaged in the Jobs Plus initiative.Key Responsibilities:Conduct annual comprehensive financial evaluations...

Job OverviewObjective:The primary aim is to assist residents in achieving their financial stability objectives, particularly those who are unemployed or underemployed. This role involves delivering personalized financial counseling services to participants throughout the Jobs Plus initiative.Key Responsibilities:Conduct comprehensive annual financial...

Job OverviewObjective:To assist residents in achieving their financial goals, particularly those who are unemployed or underemployed, within the community.Key Responsibilities:Conduct comprehensive financial evaluations with each participant and create tailored financial strategies.Guide participants in understanding their credit reports, resolving financial...

Organizational Overview Onward We Learn is dedicated to empowering young individuals in Rhode Island, guiding them to be the first in their families to pursue and complete higher education. Participants benefit from a supportive environment provided by committed adults, engaging in programs that enhance academic skills, personal growth, career readiness, and...

Position Overview The Rhode Island School of Design (RISD) is in search of a Student Employment Advisor to support the management of student employment initiatives and provide guidance to students regarding their work opportunities while enrolled at the institution. The Student Employment Office plays a crucial role in assisting students and supervisors with...

Position Overview The Rhode Island School of Design (RISD) is seeking a Student Employment Advisor to play a crucial role in managing student employment initiatives and providing guidance to students regarding job opportunities while enrolled at the institution. The Student Employment Office is dedicated to supporting students and their supervisors in all...

Position Overview The Rhode Island School of Design (RISD) is seeking a Student Employment Advisor to support the management of student employment initiatives and provide guidance to students regarding their employment opportunities while enrolled at the institution. The Student Employment Office plays a crucial role in assisting students and supervisors...

About the RoleNew York Life is seeking a highly motivated and self-disciplined Financial Services Professional to join our team. As a Bilingual Financial Advisor, you will have the opportunity to build a successful career in the insurance and investment industry while helping clients achieve their financial goals.Key ResponsibilitiesDevelop and implement...

Wealth Management Consultant*For consideration please email directly with resume and callgpac, a reputable recruitment firm with three decades of experience, is collaborating with a distinguished organization that is expanding and in search of high-achieving and driven Wealth and Trust Advisors to enhance their workforce.This role presents an exceptional...

Wealth Management Consultant*For consideration please submit your resume directlygpac, a recruitment firm with three decades of experience, is collaborating with a reputable organization that is expanding and in search of high-achieving and driven Wealth and Trust Advisors to enhance their workforce.This role presents a remarkable opportunity for individuals...

Benefits: 401(k) Competitive salary Training & development SOS Personnel is seeking to hire a Senior Justice Advisor.  Period of performance: Twelve (12) months from the date of award with four (4) optional one-year extensions.DUTIES & RESPONSIBILITIESUnder the direct supervision of the San Jose INL Program Officer or his/her designee,...

College of Professional Studies Academic Advisor Job no: 9824 Work type: Full Time Location: Providence, Rhode Island Categories: Staff/Administration, Student Academic & Financial Services, Calendar Year (12-Month), Hybrid Summary Serves as a relationship manager for assigned students to deliver a positive learning experience; advises, supports, and...

About the RoleWe are seeking a highly skilled Tax Manager to join our team at Forvis Mazars. As a Tax Manager, you will play a key role in providing tax advisory services to our clients in the insurance industry.Key ResponsibilitiesManage tax advisory services, tax compliance, and tax provision for pass-through and C-corporation entities with a focus on...

Job SummaryWe are seeking a highly skilled and experienced Wealth Advisor to join our team at gpac. As a Wealth Advisor, you will be responsible for providing comprehensive financial planning services to clients, developing and implementing investment strategies, and building strong relationships with clients to ensure their financial goals are met.Key...

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world Client Associate, Management, Wealth, Registered, Financial Advisor, Client Service

Benefits:401(k)Competitive salaryTraining & developmentSOS Personnel is seeking to hire a Senior Justice Advisor.Position Overview:The Senior Justice Advisor will operate under the direct oversight of the designated Program Officer, contributing to the enhancement of judicial systems and rule of law initiatives.Key Responsibilities:In this role, the Senior...