49 Results for

Financial Representative Jobs in Providence, RI

Jobs

New!

Weymouth, MA3 days ago

$105,000–$250,000 Per Year

Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

New!

Westwood, MA3 days ago

$65,000–$70,000 Per Year

The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client’s information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.

New!

Providence, RI6 days ago

To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. Our extensive resources include: Our NYLIC University training program, designed to provide career-long support and growth, including a tuition reimbursement program for certain advanced, professional designation courses.

New!

Braintree, Massachusetts4 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Braintree, MA30+ days ago

We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life. We are looking for motivated people, both new to the professional workforce and career changers with a track record of success, to join our growing team.

Worchester, MA12 days ago

$65,000–$80,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

New!

Providence, Rhode Island4 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Smithfield, RI30+ days ago

Acts as a fiduciary, using the financial planning process to work directly with affluent and high-net-worth clients to uncover needs and provide broad-based guidance,designed to achieve theirclient's financial goals. Proactively engages in and documents marketing efforts as directed, to include outbound phone calls, emails, direct mail and other methods as appropriate.

Johnston, RI30+ days ago

$105,000–$250,000 Per Year

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

Only in, MA30+ days ago

Remote

$24–$27 Per Hour

The in-office environment may involve occasional noise, shared workspaces, and use of common areas, and employees are expected to be respectful of others working nearby. RequirementsPreferred bachelor’s or associate degree and four years related experience; or any satisfactory combination of experience and training which demonstrates the knowledge, skills and abilities to perform the above duties.

Newport, RI7 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Portsmouth, RI30+ days ago

Remote

The successful candidate will be responsible for all Finance deliverables including: external earned value management, quarterly Estimates at Compete (EACs), Latest Revised Estimates (LREs), weekly / monthly reporting and analysis. This role will also include collaboration with Operations, Value Streams, and Program leaders for EAC inputs, monthly variance reporting to the Operations Leadership Team, and weekly inquiries into cost and labor runs.

Canton, MA13 days ago

$90,000–$95,000 Per Year
Full-time

Job Overview: As Financial Manager of Client Accounting at FirstService Residential—the North American leader in residential property management— you’ll play a visible, client‑facing role helping guide the financial success of residential communities. Leveraging your accounting acumen, you’ll turn complex financial data into clear insights, leading budgeting, forecasting, variance analysis, and strategic initiatives while serving as a trusted advisor to clients and leadership.

New!

Newport, RI6 days ago

2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families.

Providence, RI30+ days ago

Job Description: As a member of the Office of Sponsored Projects (OSP), reporting to the Director of Research Financial Compliance Team, the Analyst is responsible for supporting the Director of Research Financial Compliance with sponsored project related audits, specialized financial reporting to external sponsors and financial quality assurance/quality improvement. + Must have in-depth knowledge of Federal regulations for sponsored project funding; superlative working knowledge of sponsored project accounting and reporting functions; working knowledge of the award life cycle, including pre-award activities; experience with external audits.

Newport, RI30+ days ago

Part-time

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

Fall River, MA30+ days ago

Full-time

Family Service Association is a comprehensive private, non-profit social service agency dedicated to the development and implementation of services designed to provide strength and support to individuals and families throughout southeastern Massachusetts. The Financial Office Assistant's responsibility is to assist Guardianship/Rep Payee Financial Supervisor with all aspects of financial matters and clerical assignments relating to clients of the Guardianship Program.

Providence, RI30+ days ago

$84,300–$143,770 Per Year

WM serves nearly 25 million customers in residential, commercial, industrial and municipal markets throughout North America through a network of collection operations, transfer stations, landfills, recycling facilities and waste-based energy production projects. + Education: Bachelor's degree (accredited) in Accounting, Business Administration or similar area of study, or in lieu of degree, High School Diploma or GED (accredited) and four years of relevant work experience.

Franklin, MA30+ days ago

Full-time

As a valued team member, interns are immersed in real projects that make a tangible impact, allowing them to apply their academic knowledge while developing critical professional skills. We handle it all – from loans to checking accounts, online banking and more – you will engage customers in all areas of banking, as well as identify any financial needs they may have.

Brockton, MA30+ days ago

Full-time

Brockton, MA30+ days ago

Full-time

As a Call Center Representative, you will have many opportunities to provide exemplary service to our customers and colleagues, as well as support our communities through outreach and volunteer work. We handle it all – from loans to checking accounts, online banking, and more – you will engage customers in all areas of banking, as well as identify any financial needs they may have.

Braintree, MA12 days ago

You will also help support the branch by answering incoming sales calls, waiting on incoming customers, writing sales orders/quotes, helping pick orders, helping put stock away, and other general branch duties. You will need to be able to speak comfortably with customers about plumbing/heating/HVAC products and applications, and computer literacy is necessary as it will be one of your most utilized assets in this role.

New!

Please note: Actual location may vary., RI4 days ago

Remote

Contractor

This Customer Service Representative role is a callcenter position supporting members with Social Determinants of Health (SDoH) by helping them identify and access local community resources. Position Summary: This Customer Service Representative will perform inbound and outbound calls to members that need help in finding local community resources to meet their social needs.

New!

Bridgewater, MA4 days ago

Full-time

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality.

Providence, RI30+ days ago

Duties include verifying enrollment status, making changes to records, addressing enrollment questions or concerns, resolving membership and billing issues, and accessing/updating enrollment and billing databases. + Communicate effectively with internal and external contacts to promptly resolve discrepancies in membership and billing information and to promptly provide accurate responses to written, telephone and online inquiries.

Foxborough, MA30+ days ago

$65,000–$120,000

We're hiring motivated individuals to join our team as Solar Sales Representatives, helping homeowners and small businesses access clean, affordable energy through community solar and rooftop solutions. This is a customer-facing, outside sales role focused on building relationships and helping people save on energy costs.

Warwick, RI30+ days ago

Full-time

At the Delaney Agency, we use data-driven systems and proven lead generation to connect our agents with families who are actively seeking help - allowing you to focus on service, not chasing prospects. This is a work-from-home opportunity for coachable, disciplined individuals who are comfortable with a 100% commission-based income and are motivated to help families who have already asked for assistance with life insurance-backed products.

Cranston, RI30+ days ago

Remote

Full-time

Cutting-Edge Technology: Gain access to state-of-the-art tools designed to make your job easier—at no cost to you. If you’re looking for a career where your hard work is rewarded, your growth is supported, and your success is unlimited, we want to hear from you!

Dedham, MA30+ days ago

Key Responsibilities & Accountabilities:Handle phone inquiries for the University Main Line, as well as one other area the Enrollment Management Contact Center (EMCC) supports (Student Financial Services, Admissions, Office of Global Services) with excellent customer service in answering questions and directing callers to the appropriate areas of the University. Must have customer service experience; strong interpersonal, phone, and communications skills; some experience in working with various databases and office applications such as the Microsoft Office suite; a demonstrated sensitivity to the understanding of the needs and concerns of a diverse population.

Mansfield, MA30+ days ago

With a focus on exceptional patient service, the Dental Receptionist is the front line to patient communication, assisting the patient in the necessary administrative functions of dental care. 42 North Dental is committed to helping our supported practices provide quality dental care and exceptional patient care.

Warwick, RI30+ days ago

No prior sales experience is necessary; comprehensive training will be provided on our products/services, sales techniques, and virtual communication tools. - Say goodbye to cold calling; work with premium leads to focus on closing deals and maximizing your potential.

Warwick, RI30+ days ago

Deliver Customized Solutions: Use cutting-edge tools to create and present tailored insurance plans, including Indexed Universal Life (IUL) policies, annuities, and life insurance. You will be providing financial solutions, including Indexed Universal Life (IUL) policies, annuities, and life insurance, exclusively to individuals who have actively requested more information.

New Bedford, MA30+ days ago

No prior sales experience needed; receive comprehensive training on our products/services, sales techniques, and virtual communication tools to ensure success. This is a 1099 commission-only position where you'll be offering financial products like IULs, Annuities, Life Insurance, etc., to individuals who have expressed interest in learning more.

Holliston, MA30+ days ago

Full-time

If you take pride in delivering five-star service, thrive under pressure, and believe every customer interaction is an opportunity to make someone’s day — this is your next great role. We’re looking for an onsite Customer Service Representative (CSR) who understands the power of a warm welcome, a calm voice, and a well-handled call.

Hopkinton, Massachusetts30+ days ago

$60,000–$78,000 Per Year

Physical Requirements: Walk(Move, Traverse), Stand or Sit(Stationary position), Use hand/fingers to handle or feel (Operate, Activate, Use, Prepare, Inspect, Place, Detect, Position), Talk/hear(Communicate, Detect, Converse with, Discern, Convey, Express oneself, Exchange information), See (Detect, Determine, Perceive, Identify, Recognize, Judge, Observe, Inspect, Estimate, Assess), Repetitive Motion Function in the Job: Light work - Exerting up to 20 pounds of force frequently, and/or a negligible amount of force constantly to move objects. Our broad network of facilities, superior inventories, extensive value-added processing capabilities, and world-class technology enables EMJ to provide unsurpassed service to our customers.

New!

RI3 days ago

Contractor

Strong computer skills, including: Typing proficiency Multitasking across multiple applications and monitors Working knowledge of Microsoft Outlook and Excel Must have: A private, dedicated workspace with a door No other individuals present in the workspace during working hours Highspeed internet with ability to hardwire via ethernet (modem to PC) Ability to provide a screenshot of internet speed upon request- ADD TO TOP OF RESUME*** High School Diploma or GED (verifiable). Position Summary: Position Summary This Customer Service Representative will perform inbound and outbound calls to members that need help in finding local community resources to meet their social needs.

Providence, RI30+ days ago

Full-time

As a Client Acquisition Representative, you will focus on identifying client needs, presenting appropriate financial solutions, and building long-term professional relationships. If you enjoy building relationships, connecting with new people, and introducing valuable financial solutions, this opportunity can provide the flexibility and income potential you’re seeking.

Milton, MA30+ days ago

Handles patient questions and requests accurately and efficiently, ideally with first-call resolution, or by making appropriate referrals to other departments, based on the original purpose of the question and any other questions or requests subsequently disclosed by the patient. Ensures that all proper patient financial and demographic information is obtained and processed so BILH is fully reimbursed for clinical services provided.

Milton, MA30+ days ago

The Patient Access Representative handles patient questions and requests accurately and efficiently, ideally with first-call resolution, or by making appropriate referrals to other departments, based on the original purpose of the question and any other questions or requests subsequently disclosed by the patient. 4. Instructs patients and obtains signatures on consent forms, financial forms, and other documents required by the clinical department; distributes documents to patients; scans, processes, and records receipt of all documents collected during registration encounter.

Providence, RI30+ days ago

$37,296–$49,728 Per Year

You will further qualify leads that have been generated by marketing by engaging with IT decision makers across large and regional enterprise companies to discuss their telecommunications business needs and initiatives through a BANT (Budget, Authority, Need, Timing) qualification process where you will schedule a future conversation with our sales team for quoting and furthering the sales conversation. The Main ResponsibiAs an Inside Sales Development Representative I, you will drive demand for our organization’s products and solutions in a variety of ways in a variety of ways including 75+ outbound calls per day as well as email and social media outreach.

New!

Warwick, RI4 days ago

$20–$25 Per Hour
Full-time

Veterinary Client Service RepresentativeFull-timeWarwick, RIEye Care for Animals Warwick, a Thrive Pet Healthcare partner, is looking for a friendly, service-driven Client Service Representative (CSR) to join our talented team. Through a nationwide community of over 360 veterinary providers, and an industry-leading membership program, Thrive Pet Healthcare provides personalized, accessible care through every stage of a pet’s life and health.

Pawtucket, RI30+ days ago

Remote

No previous sales experience required; receive comprehensive training on our products/services, sales techniques, and virtual communication tools. Focus solely on quality leads without cold calling, enabling you to focus on closing deals and maximizing your potential.

Braintree, MA30+ days ago

Remote

Full-time

We're seeking dedicated Sales Customer Representatives to join a dynamic team, empowering clients with essential solutions. What You'll Be Doing: As a Sales Customer Representative, you'll be the crucial link guiding clients to smart financial solutions.

Braintree, MA30+ days ago

$75,000–$80,000

The Business Development Representative requires a minimum of a High School diploma, bachelor's degree in business, healthcare, or a related field preferred and: Minimum 3 years of experience in field sales, outreach, or business development—preferably healthcare-related. Our commitment to operational excellence, ethical leadership, and transformative care has earned our company and leadership national recognition from trusted sources, including: Inc. 5000 –5th Fastest-Growing Private Company in America .

L COMPTON, Rhode Island30+ days ago

The Rustman Agency is expanding and actively seeking driven Outside Sales Representatives to help protect families with personalized life insurance solutions. In this role, you will meet with clients virtually, in their homes, or in your local community to assess their needs and recommend the right coverage.

Providence, Rhode Island7 days ago

Develop an ongoing and sustainable relationship with end users, resellers, sign companies, subcontractors, and service providers to promote Daktronics products and services. Your responsibilities in this role will include the following sales and relationship‑building activities: Develop and successfully execute a plan for selling profitable displays within the region.

New!

Westport, MA4 days ago

Remote

We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions. At the Reineke Agency, we’re building a team of driven professionals who want more than just a job—they want ownership over their time, income, and growth.

Virtual, MA30+ days ago

$59,827–$65,000 Per Year

Founded in 2012, automotiveMastermind is a leading provider of predictive analytics and marketing automation solutions for the automotive industry and believes that technology can transform data, revealing key customer insights to accurately predict automotive sales. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here (https://www.spglobal.com/content/dam/spglobal/corporate/en/documents/careers/Corp_0525-Recruitment-Fraud-Alert.pdf) .

Providence, RI30+ days ago

Remote

This role will focus on passive candidate sourcing across the Wealth Management sector and will support multiple recruiters managing high-priority territories. The ideal candidate will bring a true hunter mentality, deep industry knowledge, and experience sourcing for hard-to-fill financial advisory roles.

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Financial Representative Jobs in Providence, RI

Jobs

Wealth Advisor - Hingham/Weymouth, MACitizens

Virtual Wealth Advisor - Boston, MACitizens

Fast Track Insurance PartnerNew York Life - Rob Ward

College Financial Representative, Internship ProgramNorthwestern Mutual

Entry Level Financial RepresentativeRise North Capital

Financial RepresentativeDavis Family Financial LLC

Financial AdvisorNorthwestern Mutual

Senior Financial AdvisorNavigant Credit Union

Private Client Financial AdvisorCitizens

Financial Aid Advisor - Military DivisionCalifornia Institute of Applied Technology

Financial AdvisorFirst Command Financial Services, Inc.

Global Supply Chain Financial Analyst - P3 - (Onsite)RTX Corporation

Financial ManagerFirstService Residential

Senior Financial Advisor – Experienced ProfessionalsFirst Command Financial Services, Inc.

Senior Financial Compliance AnalystBrown University

Personal Financial Counselor, Assignment Ready Counselor - Rhode IslandMagellan Health Services, Inc.

Financial Office AssistantFamily Service Association - Fall River

Financial Analyst III - HealthcareWM

Summer Customer Information Center Representative - FranklinRockland Trust

Summer Customer Information Center Representative - BrocktonRockland Trust

Call Center Representative - BrocktonRockland Trust

Inside Sales RepresentativeGranite Group

Coordinator III - Customer Service RepresentativeApidel Technologies

Commercial Lines Senior Associate Client Representative SelectWorld Insurance Associates, LLC.

Enrollment & Billing RepresentativeHighmark Health

Sales Representative – Paid Training – $65K–$120K+SalesDraft Recruiting

Home Based Insurance Sales RepresentativeThe Delaney Agency llc

Remote Sales RepresentativeLegacy Harbor Advisors

Enrollment Contact RepresentativeThe Panther Group

Patient Care Representative42 North Dental

Inside Sales RepresentativeWesley Finance Group

Virtual Sales RepresentativeKenneth Brown Agency

Work Remotely as a Sales Representative: Earn BigWesley Finance Group

Customer Service RepresentativeRodenhiser Home Services Inc

Outside Sales RepresentativeEarle M. Jorgensen Company

Customer Service RepresentativeIntegrated Resources, Inc

Client Acquisition RepresentativeSummit Sky Consulting

Patient Access Representative, EveningsBeth Israel Lahey Health

Patient Access Representative, Days, 32 hoursBeth Israel Lahey Health

Sales Development Representative ILumen

Veterinary Client Service RepresentativeEye Care for Animals Warwick

Grow Your Career: Remote Sales Representative NeededJoseph and Young

Sales Customer Representative (Remote)Joseph and Young

Business Development RepresentativeICBD

Outside Sales RepresentativesRustman Agency

Sales RepresentativeDaktronics

Remote Sales RepresentativeReineke Agency

Sales Development RepresentativeS&P Global

Wealth Management Recruiting SourcerVeterans Sourcing Group

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