- Fidelity TalentSource LLC (Smithfield, RI)
- Job Description:Phone Financial Consultant \u201CFidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and ... (63/65) and Insurance Licenses preferred or to be obtained upon hireFive years financial services experience, with 3-5 years of sales experienceA CFP is helpful; if… more
- Fidelity TalentSource LLC (Providence, RI)
- Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and ... create complex financial plans, then join a team that is a...open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing… more
- Fidelity TalentSource LLC (Providence, RI)
- Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …Bring Bachelor's degree required A minimum of 3-5 years experience in the financial services industry, with a background in client service, operations and/or project ... Value You Deliver Lead critical end-to-end management of RFPs and client and consultant due diligence questionnaires, which have a direct business impact on asset… more
- Prime Therapeutics (Providence, RI)
- …fuels our passion and drives every decision we make. **Job Posting Title** Financial Consultant Principal - Remote **Job Description** The Principal Financial ... business units (SBU's). **Responsibilities** + Acts as the client's financial subject matter expert; establishes direct client relationships alongside Client… more
- Magellan Health Services (Newport, RI)
- … Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial ... CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid In State - Other License… more
- Equitable (Warwick, RI)
- …CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable ... by our mission to help our clients secure their financial well-being providing them confidence to pursue long and...on the futures of individuals and businesses by offering financial services and products that address their evolving … more
- SHI (Providence, RI)
- **Job Summary** The ITAM Solutions Consultant (SC) is responsible for developing ITAM-related sales opportunities within the allocated sales territory, or customer ... include both revenue and non-revenue generating ITAM activities. The ITAM Solutions Consultant will be a point-of-contact for prospective customers of ITAM services… more
- Trellix (Providence, RI)
- **_Job Title:_** Trellix Professional Services Consultant **_Role Overview:_** Develops and delivers detailed IT solutions through consulting project activities. ... and client managers and cost/schedule monitoring. May have some financial responsibilities including project cost estimating, proposal generation, and invoicing.… more
- FM Global (Johnston, RI)
- …risk management skills and support services; tailored risk transfer capabilities; and superior financial strength. To do so, we rely on a dynamic, culturally diverse ... in a variety of challenging roles. We are looking for a Senior Program Consultant who can lead large-scale programs with precision and expertise. They serve as a… more
- Mathematica (Providence, RI)
- …100 percent employee owned. As an employee stock owner, you will experience financial benefits of ESOP holdings that have increased in tandem with the company's ... growth and financial strength. You will also be part of an...related field; and 5 or more years of experience ( Consultant ) or 7/+ years of experience (Sr. Consultant… more
- Mathematica (Providence, RI)
- …100 percent employee owned. As an employee stock owner, you will experience financial benefits of ESOP holdings that have increased in tandem with the company's ... growth and financial strength. You will also be part of an...a related field; or equivalent experience * 5/+ years ( Consultant ) or 7/+ years of experience (Senior Consultant… more
- CBRE (Providence, RI)
- Client Strategy Consultant Job ID 162917 Posted 16-May-2024 Service line Advisory Segment Role type Full-time Areas of Interest Consulting, Project Management, ... America **About the role** As a CBRE Client Strategy Consultant , you will oversee a variety of research initiatives...estate operations and investments. **What you'll do** + Review financial information and additional data for a range of… more
- Lincoln Financial Group (Providence, RI)
- …#:** 73107 **The Role at a Glance** We are excited to bring on a Consultant , Group Products to our Group Product Solutions team supporting the Short Term Disability, ... Medical Leave and Absence products. _Background Details_ As a Consultant , Group Products on the Group Product Solutions Team,...Required) **What's it like to work here?** At Lincoln Financial Group, we love what we do. We make… more
- Ensono (Providence, RI)
- …delivering complex projects and programs for our clients. The Delivery Consultant works alongside Sales, Consulting, and supporting organizations for our clients. ... engagement process, from discovery to solution implementation, the Expert Delivery Consultant must work with, and at times, lead multi-disciplinary teams.… more
- SMX (Providence, RI)
- …focusing on Commercial and Public Sector customers. SMX is looking for a Consultant to support SBA with financial and loan reporting development. **This ... Consultant (3563)at SMX(View all jobs) (https://www.smxtech.com/careers/) United States...and Responsibilities include: + Development and support of SBA financial and loan reporting utilizing SBA reporting tools and… more
- Ascensus (Providence, RI)
- …service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans ... our clients manage their retirement plans appropriately. The Retirement Service Consultant works with the Relationship Manager to deliver client satisfaction by… more
- Citizens (RI)
- …Education and Training Development is seeking a skilled Learning Experience Design Consultant with the ability to leverage Agile and Design Thinking learning ... strategy. Key Responsibilities: + Develop and Design Learning Experiences and Consultant with business based on scoping requirements and create engaging and… more
- Citizens (Johnston, RI)
- Description The Fraud Strategy Consultant is accountable for managing fraud risk strategies focusing on Link analysis and First Party Fraud. The strategy ... consultant will take the lead in the development of...+ Strong problem solving and analytical skills preferably in Financial Services industry + The ideal candidate will possess… more
- Wolters Kluwer (Providence, RI)
- **Pre-Sales Senior Solutions Consultant (EHS software) - Remote R0039964** As a Pre-Sales Sr. Solutions Consultant , you will develop a understanding of the ... solutions, and services for the healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate...by employees as a European Diversity Leader in the Financial Times, as one of Forbes America's Best Employers… more
