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Focused Series Financial Advisor Associate
Job in
Warwick, Kent County, Rhode Island, 02888, USA
Listed on 2026-02-28
Listing for:
Diversified Resources, LLC
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A well-established financial advisory firm in Warwick, Rhode Island is looking for a Series 7–licensed Associate Financial Advisor. This client-facing, planning-focused role will support the Principal Advisor with financial planning, client meetings, reporting, and ongoing service. Candidates must have an active Series 7 license and a Bachelor’s degree in Finance or related field. This position offers a clear path for growth and increased responsibility, without the need for cold calling or bringing in a book of business.
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Position Requirements
10+ Years
work experience
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