Senior Wealth Advisor jobs in Providence, RI

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WEALTH ADVISOR

Excellent client service, including proactive outreach and ensuring that clients have the peace of mind. Financial planning advice, strategies, and solutions on a wide range of issues, including tax planning,. Investment portfolio...

CompanyThe Washington Trust Company
AddressProvidence, RI
CategoryRetail
Salary$99.1K - $125K a year
Job typeFull-time
Date Posted a month ago See detail

Wealth Advisor

The Washington Trust Company

Providence, RI

$99.1K - $125K a year

Excellent client service, including proactive outreach and ensuring that clients have the peace of mind. Financial planning advice, strategies, and solutions on a wide range of issues, including tax planning,. Investment portfolio...

Senior Legal Counsel, Fidelity Private Wealth/Institutional Distribution

Fidelity

Smithfield, RI

Five to ten years as a practicing attorney with relevant experience. Experience working with a range of issues affecting private wealth and institutional clients, with a heavy emphasis on alternatives and non '40 Act distribution...

Senior Legal Counsel, Fidelity Private Wealth/Institutional Distribution

Fidelity Investments

Smithfield, RI

Five to ten years as a practicing attorney with relevant experience. Experience working with a range of issues affecting private wealth and institutional clients, with a heavy emphasis on alternatives and non '40 Act distribution...

Senior Advisor, International Student & Scholar Services

Roger Williams University

Bristol, RI

Coordinate International Student services including educational and support programs. Facilitate International Student Orientation in collaboration with Student Programs, Leadership and Orientation, the School of Law, and Graduate...