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Strategic Financial Solutions Advisor – Rhode
Job in
Cranston, Providence County, Rhode Island, 02910, USA
Listed on 2026-03-06
Listing for:
Bank of America
Full Time
position Listed on 2026-03-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services company is seeking an experienced advisor to provide tailored financial solutions to clients. Responsibilities include planning financial goals, recommending investment strategies, and triaging client requests. Ideal candidates should hold Series 7 and 66 licenses with at least one year of experience in the investments industry. This role emphasizes client relationship management and effective communication in a fast-paced environment.
A commitment to compliance and continuous learning is essential.
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