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Investment Advisor II — Client Solutions & Trading

Job in Lincoln, Providence County, Rhode Island, 02865, USA
Listing for: Rhode Island Bar Assn.
Full Time position
Listed on 2026-01-31
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 26.44 - 36.06 USD Hourly USD 26.44 36.06 HOUR
Job Description & How to Apply Below
A leading financial institution in Lincoln, RI seeks a registered Investment Consultant II to provide financial guidance to prospects and clients. You will educate clients on investment products, deliver exceptional service, and ensure high satisfaction through proactive solutions. Essential qualifications include Series 7 and 66 certifications, excellent customer service skills, and 1+ years in the financial industry.

This role offers a salary range of $26.44 - $36.06 per hour, along with industry-leading benefits and opportunities for career growth.
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