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Wealth Management Advisor jobs in Providence, RI

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WEALTH MANAGEMENT OPERATIONS ASSOCIATE

Develop a deep understanding of how Marstones digital advice platform integrates with Marstone Wealth Management operations to best respond to client questions. Oversee day-to-day operational tasks, including account opening, cli...

Company	Marstone, Inc.
Address	Providence, RI
Category	Information Technology
Salary	$60,000 - $70,000 a year
Job type	Full-time
Date Posted	a month ago See detail

Wealth Management Operations Associate

Marstone, Inc.

Providence, RI

$60,000 - $70,000 a year

a month ago seen See more...

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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...

2 months ago seen See more...

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