Investment Advisor
4 weeks ago
OverviewWe are seeking an Investment Advisor (IA) to join our Providence, Rhode Island office.This team member will contribute to advising new and existing client relationships. The successful candidate will demonstrate a passion for working with clients to provide investment guidance, asset allocation, portfolio construction, and communication of investment results. The Investment Advisor will be responsible for managing client relationships as part of a team approach consisting of a Client Advisor and a Client Account Administrator.ResponsibilitiesMeets with clients on a regular basis, reviews accounts, investment strategy, and proactively manages client portfolios to meet goals and objectives, in addition to responding to clients’ questions and concerns.Develops and maintains role as trusted advisor for clients with specified investment objectives and policies.Invests in accordance with asset allocation committee recommendations where appropriate for clients.Actively participates in the asset allocation committee and stays abreast of the global macro-economic environment.Promotes the F.L.Putnam brand in the market and generates new business opportunities while expanding existing business relationships.Network and represent the firm in educational or promotional presentations.QualificationsCFA professional designation and bachelor’s degree required7+ years of equivalent experience as an investment advisorDynamic and credible professional who communicates with clarity and has exceptional presentation skillsHighly versed with all facets of asset allocation, investment strategies, and client relationship management experienceExperience with Salesforce and Orion a plusExperience developing new business through referrals and marketingAbility to work collaboratively with others as part of a teamStrong community presence with an established network in the Providence, RI marketDemonstrates strong organizational skills and a disciplined and organized approach throughout their businessF.L.Putnam is an equal opportunity employer. We are committed to promoting an inclusive environment in service to one another and our clients. We do all of this with kindness, empathy, and respect for one another.Salary: $125000 - $175000 per year #J-18808-Ljbffr
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Investment Advisor
3 days ago
Providence, Rhode Island, United States FL Putnam Investment Management Full timeWe are seeking an Investment Advisor (IA) to join our Providence, Rhode Island office. This team member will contribute to advising new and existing client relationships. The successful candidate will demonstrate a passion for working with clients to provide investment guidance, asset allocation, portfolio construction, and communication of investment...
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Investment Advisor
2 weeks ago
Providence, RI, United States F.L.Putnam Investment Management Company Full timeWe are seeking an Investment Advisor (IA) to join our Providence, Rhode Island office. This team member will contribute to advising new and existing client relationships. The successful candidate will demonstrate a passion for working with clients to provide investment guidance, asset allocation, portfolio construction, and communication of investment...
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Investment Advisor
4 days ago
Providence, RI, United States F.L.Putnam Investment Management Company Full timeWe are seeking an Investment Advisor (IA) to join our Providence, Rhode Island office. This team member will contribute to advising new and existing client relationships. The successful candidate will demonstrate a passion for working with clients to provide investment guidance, asset allocation, portfolio construction, and communication of investment...
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Investment Advisor
4 days ago
Providence, RI, United States F.L.Putnam Investment Management Company Full timeWe are seeking an Investment Advisor (IA) to join our Providence, Rhode Island office. This team member will contribute to advising new and existing client relationships. The successful candidate will demonstrate a passion for working with clients to provide investment guidance, asset allocation, portfolio construction, and communication of investment...
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Providence, United States FL Putnam Investment Management Full timeA financial services firm in Providence, Rhode Island is seeking an experienced Investment Advisor to manage client relationships and provide investment guidance. The ideal candidate will have a CFA designation and over 7 years of experience in the industry, demonstrating excellent communication and organizational skills. This role involves regular client...
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Advisor Development Program Client Associate
3 days ago
Providence, United States NY Staffing Full timeAdvisor Development Program Client AssociateProvidence, Rhode Island To proceed with your application, you must be at least 18 years of age. AcknowledgeJob Description:Advisor Development Program Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies,...
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Providence, United States Rhode Island Staffing Full timeAdvisor Development Program Client AssociateMerrill 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 specializing in goals-based wealth management, including planning...
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Financial Advisor
5 days ago
Providence, Rhode Island, United States New England Financial Advisors (NEFA) Full timeNew England Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don't need prior financial experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the...
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Advisor Development Program Client Associate
2 weeks ago
Providence, United States Bank of America Full timeDescription :The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).As a WMCA - ADP your...
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Retirement Client Advisor
3 weeks ago
Providence, United States Rhode Island Staffing Full timeRetirement Client Advisor-Dallas-Ft. Worth MetroplexThe Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being the primary contact for new or existing customers, presenting formal product proposals, and maintaining ongoing prospects for new business development. This...
