Investment Associate Salaries in Providence, RI

The Investment Sales Associate supports financial advisors in delivering exceptional client service, executing transactions, and expanding client relationships.

$52,000 - $90,498 a year

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…

$25 - $44 an hour

Coordinate meeting logistics such as calendars, attendee lists, conformance room reservations, dial‑in details, and materials access.

$52,000 - $87,880 a year

Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…

$33,400 a year

Handle inbound service and consultative calls; conduct outbound outreach through warm opportunities and/or appointments. Sound too good to be true?

Bachelor's degree or equivalent experience and 5+ years of experience in wealth management operations, financial services administration, client service,…

$65,000 - $75,000 a year