Santander Bank is seeking a Premier Banker for Barrington RI and Providence RI locations. This professional will cross-sell all of Santander’s products & services including Deposit, Credit, Investment and Insurance products through outreach and appointment banking. The Premier Banker will be actively engaged in customer outreach to Top Portfolio Holders and Mass Affluent customers in and at their local branch community. Outreach efforts will include, but not limit to, lead lists, internal and external referrals, prospecting, and referrals from centers-of-influence. The Premier Banker position Certificates, Series 6, 63, and Life license or 7, 66 and Life license. They must have a proven track record of acquiring and retaining Mass Affluent customer relationships by providing relevant solutions to meet customer needs. If interested or you have questions please feel free to contact John King at firstname.lastname@example.org or call (610) 526-6328. Thank you in advance.
CAREER CENTER GPS Investment Advisors is seeking a financial advisor to work with our individual investment clients, and retirement plan participants. Ideally the person has experience with retirement plans, investments and retirement income planning, and has been in the business for 5 years or more, is securities licensed and has a CFP®. GPS Investment Advisors are an independent advisory firm specializing in employer-sponsored retirement plan consulting. Our retirement plan clients are businesses (for profit, non-profit, private and publicly traded) mostly in the MA, RI area. We go on-site to conduct employee group and 1:1 meetings, in addition to providing the retirement plan committee with fiduciary support, investment selection & monitoring, etc. Tools we use include MoneyGuide Pro, Morningstar Advisor Work Station, and Envestnet’s Advisor Enterprise asset management platform. We have an existing book that needs to be serviced, and we have a good supply of referrals, new business etc. So, this is not a position where someone needs to bring over a book of business or cold call. It would help supplement their income, but it is not necessarily a 100% commission type sales position. Please contact Ronda L. Warrener at email@example.com for more information on this position.
Rockland Trust is currently seeking a Relationship Manager for our Providence Investment Management Team. The Relationship Manager is responsible for the administration of 200 – 250 accounts consisting of investment management portfolios, revocable and irrevocable trusts, and estates. This position requires that the Relationship Manager recognize the financial planning opportunities. The Relationship Manager is expected to support the new business efforts through teaming with Financial Consultants and networking with centers of influence. Required Skills: A minimum of 5 – 10 years experience in the financial services industry with knowledge of trust administration, portfolio management, estate planning, estate settlement and relationship development. Incumbent should have excellent interpersonal and communication skills. Ideal candidate will have proven abilities to develop and enhance their client relationships building trust and providing competent advice on all aspects of their wealth management needs. A Bachelor of Arts or Science is required. Trust certifications, attendance at Trust Schools and CFP® designation a plus.
Job Location Providence, Rhode Island, United States Position Type Full-Time/Regular Total Hours Needed 40
Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Vacation Time, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an Award Winning Wellness program and much more! At Rockland Trust you’ll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristics protected by law. Please send resumes via http://www.rocklandtrust.com/about-us/careers/job-openings.aspx
Baystate Financial is hiring a Financial Planning Specialist to be based in their Boston office. If you are interested in this position please contact Richard Petrucci at firstname.lastname@example.org or call the Boston office at 617-585-4574. For additional information about this position you can contact Jean Nagle at email@example.com or Josette Mulkey at firstname.lastname@example.org.
Axis Advisors LLC has prime office space available for sub-lease at its offices located at 197 Warren Avenue, East Providence, RI. Private offices, shared conference room and reception area space available. We are also seeking to add to our firm and are searching for a financial advisor with at least 5 year’s experience, has a spotless regulatory record with FINRA and SEC and is looking to grow or explore succession plan for their existing financial planning and wealth management practice. For more information please contact Daniel Da Ponte, AIF®, President & Chief Compliance Officer at 401-441-5111 or email@example.com. All inquiries will be kept strictly confidential.
Wealth Management Resources, Inc. is seeking to add to our team of highly successful financial planners. We are searching for a financial advisor with 5 or more years of financial services experience. This advisor must have, (or be in the process of obtaining), the Certified Financial Planner™ designation and also be in excellent standing with the CFP Board of Standards. Advisor must also have a spotless regulatory record with FINRA and the SEC.The successful advisors will be able to focus on activities and goals to grow their practice and enhance the development of Wealth Management Resources, Inc. through team-work and dedication to the Firm’s mission of helping our clients achieve financial success. We are seeking applicants with uncompromising integrity and professional ethics, willing to work hard to both build their practice and contribute to grow the Firm, as well as continually improve their professional skills, knowledge and expertise. Interested professionals should contact Kevin Worthley, CFP®, CDFA™ at (401) 356-1400. All inquiries will be kept strictly confidential.
Bank Newport is partnering with Financial Resources Group Investment Services (FRGIS) to provide our customers with comprehensive financial and investment services. We are seeking a financial consultant to join our investment services program in one of the fastest growing companies in Rhode Island. Working closely with FRGIS, the consultant will share our high standard of customer service to help customers work towards achieving their long-term financial goals. Qualified candidates must possess FINRA Series 7, 63, 65 or 66, and Life Insurance licenses and registrations. Additionally, they must have a minimum of five years sales experience in the financial services industry and experience with high quality service standards in all interactions with customers, prospective customers, personnel, and other departments within a financial institution. We are offering a competitive benefits package that includes, but is not limited to: an attractive signing bonus to those with assets, access to an independent book for higher payout, 401K match, office space, referrals, marketing services, and business consulting and development. This position will have a huge upside potential for AUM growth and revenue increase. For those interested in applying for this position, please contact J.J Hudock at 704-816-8022.