Strategic Financial Solutions Advisor – Rhode
Job in
Providence, Providence County, Rhode Island, 02912, USA
Listed on 2026-03-04
Listing for:
Bank of America
Full Time
position Listed on 2026-03-04
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial institution in Providence, RI seeks a dedicated financial advisor to provide tailored financial solutions and support clients in achieving their financial goals. This role involves triaging client requests, making referrals, and collaborating to build detailed financial plans. Candidates must hold Series 7 and 66 licenses, possess experience within the investments industry, and demonstrate robust relationship-building abilities. The position offers a dynamic work environment with opportunities for professional growth.
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