FULL_TIME

FEED

UNKNOWN

Company Overview 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. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

YEAR

World Insurance Associates LLC

Personal Lines Client Manager

Jobvite Talemetry Organic Easy Apply

CFP designation preferredBachelor's degree in Finance, Business, or a related fieldMinimum of 10 years of experience in financial planning, wealth advisory, trust services, or related fieldStrong knowledge of financial planning disciplines, including retirement, estate, tax, and fiduciary strategiesDemonstrated ability to build and sustain client relationshipsExcellent communication, presentation, and interpersonal skillsCommitment to providing exceptional client service and putting clients' best interests first. Passion for helping clients achieve long-term financial well-beingStrong emotional intelligence and relationship management skillsAbility to integrate planning strategies with trust and fiduciary considerationsClear communicator who can simplify complex financial conceptsProactive and service-oriented mindset.

Washington Trust Bancorp, Inc.

Wealth Advisor

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Company Overview 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. Position Summary Receives guidance and/or direction, to provide support to Client Managers and/or Client Advisors, by following established workflows and procedures on routine work including ALL primary activities listed below.

Senior Associate Client Representative

ADAPTED_NOW

This role involves recreating and verifying loan account histories, performing high-volume data entry, and researching payment activity to identify delinquency timelines. TheLoan Operations Specialistprovides research and analytical support for lending account reviews.

HOUR

Veterans Sourcing Group

Bus Bkg Ops Credit Assoc I

Veterans Sourcing Group Jobs

In this role, you will partner with IT Finance Business Partners (FBPs) and Technology Value Stream Leads to convert real-time agile delivery metrics and project milestones into highly accurate financial forecasts. Our high-performing regulated utilities - PPL Electric Utilities, Louisville Gas and Electric, Kentucky Utilities and Rhode Island Energy - provide an outstanding experience for our customers, consistently ranking among the best utilities in the nation.

PPL Corp

Lead IT Business Analyst

Depending on the candidate's background, the successful candidate will perform one or multiple of the following duties: (1) underwrite, assess pension risks, perform actuarial calculations, and assemble commitment agreements in technical aspects; (2) act as internal project manager in all technical aspects of onboarding new business across internal functions; (3) act as pension specialist to support call center through managing defined benefit pension plan's benefit calculations, modeling, and testing; (4) act as pension specialist in drafting and reviewing defined benefit pension provisions in contracts from the actuarial modeling and pension administration perspectives before documents are utilized by call center, are delivered to individuals or are filed with state regulators; and/or (5) lead inforce governance and special projects assisting internal functions. Ability to work and thrive in a dynamic team environment, possess excellent interpersonal, written and oral communication skills and having a comfort with explaining complex materials in a clear, focused, and concise manner.

Corebridge Financial Inc

Pension (Risk Transfer) Actuary, Administrator, Paralegal

This role coordinates high priority incident response across technology, business, risk, legal, communications, and executive stakeholders while maintaining strong governance, clear communication, and adherence to enterprise service management practices. The Senior Service Management Specialist leads enterprise incident management activities to ensure timely restoration of critical services and minimize business disruption, financial exposure, and reputational risk.

Citizens Financial Group Inc

Senior Incident Manager

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. They are effective communicators who can confidently coach colleagues, navigate escalated customer interactions, analyze performance trends, and drive results through collaboration and teamwork.

Financial Specialist Jobs in Rhode Island

Personal Lines Client Manager World Insurance Associates LLC

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Senior Associate Client Representative World Insurance Associates LLC

Bus Bkg Ops Credit Assoc I Veterans Sourcing Group

Lead IT Business Analyst PPL Corp

Pension (Risk Transfer) Actuary, Administrator, Paralegal Corebridge Financial Inc

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