Current jobs related to Bilingual Financial Services Professional - Providence, Rhode Island - New York Life


  • Providence, Rhode Island, United States PNC Financial Services Group Full time

    Job Title: Financial AdvisorAt PNC Financial Services Group, we are seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Consult with clients to understand...


  • Providence, Rhode Island, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a skilled Financial Services Professional to join our team. As a Financial Advisor, you will be responsible for providing expert advice and guidance to clients on investment and insurance strategies. You will work closely with clients to understand their financial goals and develop personalized plans to help...


  • Providence, Rhode Island, United States PNC Financial Services Group Full time

    At PNC Financial Services Group, we are committed to delivering exceptional customer experiences and fostering a culture of inclusivity and accessibility.The Financial Advisor role is a key part of our team, responsible for providing personalized financial planning and investment advice to clients. As a Financial Advisor, you will work closely with clients...


  • Providence, Rhode Island, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement personalized financial plans for clients, taking...


  • Providence, Rhode Island, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients,...


  • Providence, Rhode Island, United States PNC Financial Services Group Full time

    Financial Advisor Role at PNC Financial Services GroupAs a Financial Advisor at PNC Financial Services Group, you will be based in Media, PA, and will be responsible for consulting on investment and insurance strategies, as well as developing financial plans for clients. You will grow and retain an investment and insurance book of business, acquire, expand,...


  • Providence, Rhode Island, United States Charles Schwab Full time

    Empower Your Career at Charles SchwabAt Charles Schwab, we're committed to helping our clients achieve their financial goals. As a Financial Consultant, you'll play a key role in providing personalized financial guidance and building lasting relationships with our clients.Key Responsibilities:Develop and implement comprehensive financial plans for clients,...


  • Providence, Rhode Island, United States Charles Schwab Full time

    {"h2": "Your Opportunity at Charles Schwab", "p": "At Charles Schwab, you'll have the power to make a meaningful impact on your career. Our innovative approach combines creative problem-solving with a passion for helping clients achieve their financial goals. As a Financial Consultant, you'll be empowered to challenge the status quo and transform the finance...


  • Providence, Rhode Island, United States Charles Schwab Full time

    Financial Consultant Role at Charles SchwabAs a Financial Consultant at Charles Schwab, you will be responsible for providing wealth management and financial planning advice to existing clients. This role requires a strong ability to build relationships, communicate effectively, and help clients achieve their financial goals.You will have the opportunity to...


  • East Providence, Rhode Island, United States OneMain Financial Full time

    Job SummaryAt OneMain Financial, we're committed to helping hardworking Americans achieve their financial goals. As a Consumer Loan Sales Specialist, you'll play a critical role in empowering customers by providing access to responsible credit and financial solutions.Key ResponsibilitiesDeliver results related to individual and branch sales goals, as well as...

  • Financial Analyst

    1 month ago


    Providence, Rhode Island, United States Creative Financial Staffing Full time

    {"h1": "Staff Accountant Opportunity at Creative Financial Staffing", "p": "We are partnering with a fast-growing technology company to identify a Staff Accountant to join their team in Providence, RI. This position will require 3 days/week in-office. The Staff Accountant will be responsible for month-end, quarter-end, and year-end close process, including...


  • Providence, Rhode Island, United States CharterCARE Health Partners Full time

    Job Summary:The Patient Financial Advocate plays a vital role in ensuring patients receive fair and transparent financial care. This role involves conducting thorough financial interviews with patients, reviewing hospital charges, and verifying insurance coverage. The advocate must be able to communicate complex financial information in a clear and...


  • Providence, Rhode Island, United States Northeast Family Services Full time

    Are you a dedicated mental health professional seeking a new role? Northeast Family Services is looking for a skilled Outpatient Therapist to join our team of invested professionals. As a mental health professional, you will serve as the primary therapist and contact for clients, developing treatment methodologies and ensuring effective implementation of all...


  • Providence, Rhode Island, United States Onward We Learn Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Financial Aid Specialist to join our team at Onward We Learn. The successful candidate will play a crucial role in assisting students and their families in navigating the financial aid process, including completing the FAFSA and CSS Profile forms.Key ResponsibilitiesProvide expert guidance and...

  • Financial Analyst II

    1 month ago


    Providence, Rhode Island, United States Creative Financial Staffing Full time

    Accountant II OpportunityCreative Financial Staffing is seeking an experienced Accountant II to join their accounting team in Providence. This is a fantastic opportunity for growth and advancement in a collaborative and supportive environment.Enjoy a hybrid work schedule with flexibility and a strong emphasis on work/life balance.Be part of a robust...


  • Providence, Rhode Island, United States Gilbane Full time

    About the RoleThe Senior Accountant is a key member of the Gilbane team, responsible for providing financial expertise and support to multiple mid-sized entities. This role requires a professional with strong accounting and forecasting skills, as well as excellent communication and interpersonal skills.Key ResponsibilitiesPrepare and record month-end journal...


  • Providence, Rhode Island, United States CBIZ Full time

    As a Senior Financial Services Manager at CBIZ, you will deliver top-level financial and employee business services to organizations of all sizes. With a national-caliber expertise, you will provide expert guidance on financial matters, ensuring our clients achieve their goals. Your portfolio will include audit, financial planning, and advisory services,...


  • Providence, Rhode Island, United States Skills for Rhode Island's Future Full time

    Job Title: Credit CounselorJob SummarySkills for Rhode Island's Future is seeking a Credit Counselor to join our team at the RI Small Business HUB. As a Credit Counselor, you will advise and educate small business owners on credit and debt management, loan requirements, and financial strategies.ResponsibilitiesAssess small business owners' financial...


  • Providence, Rhode Island, United States Carriage Services Full time

    Job Title: Funeral DirectorAt Carriage Services, we are dedicated to delivering exceptional experiences through innovation, partnership, and service excellence. As a Funeral Director, you will be part of a dynamic community that sets new standards in the funeral and cemetery industry.Key Responsibilities:Meet with client families to understand their needs...


  • East Providence, Rhode Island, United States Bilingual Therapies Full time

    Job OpportunityWe are seeking a highly skilled Speech-Language Pathologist to join our team at Bilingual Therapies in East Providence, RI.Position Details:Location: East Providence, RIHours: Full-time, approximately 35 hours per weekCaseload: Primarily elementary students, with some middle and high school involvementRequirements:Active Rhode Island...

Bilingual Financial Services Professional

2 months ago


Providence, Rhode Island, United States New York Life Full time
About the Role

New 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 Responsibilities
  • Develop and implement comprehensive financial strategies for clients, utilizing a range of insurance and investment products.
  • Build and maintain strong relationships with clients, understanding their unique needs and goals.
  • Stay up-to-date with industry trends and developments, applying this knowledge to provide expert advice to clients.
  • Work collaboratively with internal teams to deliver exceptional client service and support.
  • Meet or exceed sales targets, consistently demonstrating a strong work ethic and commitment to success.
Why New York Life?

We offer a dynamic and supportive work environment, with access to world-class training and development programs. Our team is dedicated to helping you succeed, with a focus on building long-term relationships with clients and colleagues alike.

What We Offer
  • A competitive compensation package, including base salary and commission structure.
  • Ongoing training and development opportunities, designed to help you grow and succeed in your career.
  • A collaborative and supportive work environment, with a focus on teamwork and client satisfaction.
  • The opportunity to work with a diverse range of clients, each with unique needs and goals.
  • A stable and secure company, with a strong reputation in the industry.