Top 5013 & client services Jobs in Providence, Ri

Financial Advisor - Associate
Old Forge Wealth Management —Warwick, RI
- $50,000 - $120,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Retirement plan
Quick Apply
Clinician, Co-Occurring Disorders
Amos House —Providence, RI
- Part-time
- Background check
- LMFT
- Spanish
- Health insurance
- Dental insurance
Quick Apply
7h
Part-Time Real Estate Showing Specialist (W-2 Employee)
Peace of Mind Property Mgmt & Real Estate, Inc. —Woonsocket, RI
- $25 an hour
- Part-time
- Clean driving record
- Sales
- Real Estate License
- Mileage reimbursement
- Professional development assistance
Quick Apply
Funding Specialist
The Silk Companies LLC —Warwick, RI
- $17 - $21 an hour
- Full-time
- Office
- Communication skills
- Entry level
- Health insurance
- 401(k)
Quick Apply
CNA- Home Care
Home Instead of Rhode Island —Warwick, RI
- $21 - $23 an hour
- Part-time
- Background check
- CPR Certification
- Vital signs
- Paid training
- Continuing education credits
Quick Apply
Constant Patient Observer | Full Time | $24/hr
Securitas Security Services —Providence, RI
- $24 an hour
- Full-time
- 18 years or older
- Patient monitoring
- Hospital
- Paid training
- Paid holidays
Residential Direct Care Counselor
Communities For People, Inc —Providence, RI
- $21.50 - $22.00 an hour
- Part-time
- Spanish
- Bachelor of Science
- Residential
- Paid training
- Mileage reimbursement
Quick Apply
Patient Care Coordinator
Academy Sports Physical Therapy & Performance —Providence, RI
- $21 - $26 an hour
- Full-time
- Administrative experience
- Clinic
- Organizational skills
- Health insurance
Quick Apply
Insurance Customer Service Representative
AAA Northeast —Providence, RI
- $23.00 - $27.25 an hour
- Full-time
- Remote
- Background check
- Research
- High school diploma or GED
- Wellness program
- Health insurance
Quick Apply
11d
Clinic Assistant
Planned Parenthood —Providence, RI
- $26.91 - $30.94 an hour
- Weekends as needed
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Wellness program
- Paid parental leave
Property Research Specialist
The Silk Companies LLC —Warwick, RI
- $17 - $21 an hour
- Full-time
- Research
- Office
- Communication skills
- Health insurance
- 401(k)
Quick Apply
Automotive Service Advisor
Lexus of Warwick —Warwick, RI
- $80,000 - $150,000 a year
- Full-time
- Clean driving record
- Dealership
- Mid-level
- Paid training
- Paid holidays
Quick Apply
Operations Manager
Auto Driveaway Transport Logistics —Warwick, RI
- $55,000 - $60,000 a year
- Full-time
- ERP systems
- Mid-level
- Travel
- Health insurance
- Dental insurance
Quick Apply
6d
IT Helpdesk Analyst
The Silk Companies LLC —Warwick, RI
- Full-time
- Mid-level
- Office
- Communication skills
Quick Apply
REPOSSESSION CAMERA CAR
Skyline Recovery Service —Providence, RI
- $18 - $20 an hour
- Full-time
- Background check
- Clean driving record
- English
- Health insurance
- Dental insurance
Quick Apply
Wildlife Technician
Big Blue Bug Solutions —Providence, RI
- $45,000 - $60,000 a year
- Extended hours
- Background check
- Customer service
- Mid-level
- Paid training
- Fuel card
Quick Apply
Residential Case Worker Hiring Event
Brown University Health —Pawtucket, RI
- $18.00 - $27.13 an hour
- 8 hour shift
- Vital signs
- Addiction Medicine
- Maintenance
- Paid holidays
- Health insurance
Residential Case Worker Hiring Event
Brown University Health —Central Falls, RI
- $18.00 - $27.13 an hour
- 8 hour shift
- Vital signs
- Addiction Medicine
- Maintenance
- Paid holidays
- Health insurance
4d
Behavior Technician (BT) / Registered Behavior Technician (RBT)
Bierman Autism Centers —Lincoln, RI
- $18.50 - $22.00 an hour
- Full-time
- Background check
- No experience needed
- High school diploma or GED
- Paid training
- Wellness program
Quick Apply
HYBRID Inside Sales Insurance Agent Trainee - Personal Lines
AAA Northeast —Providence, RI
- $23.75 - $28.75 an hour
- Online Application
- Hybrid work
- Office
- High school diploma or GED
- Travel
- Paid training
- Wellness program
5d

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Financial Advisor - Associate

Old Forge Wealth Management
Warwick, RI

Quick Apply

Job Details

Full-time
$50,000 - $120,000 a year

Benefits

Health insurance
Retirement plan

Qualifications

Teamwork
CFP
Business development
Creativity
Series 65

Full Job Description

About Us

Old Forge Wealth Management is an independent RIA based in Rhode Island, managing approximately $105 million in assets. We provide comprehensive financial planning and investment management to high-net-worth individuals and families in a collaborative, fiduciary-driven environment.

Position Overview

We are seeking a Financial Advisor who is looking to grow within a client-focused, team-oriented RIA environment. This role is ideal for an advisor who is confident working with clients, understands how to deliver comprehensive financial planning, and is ready to take the next step in their career within a firm that provides infrastructure, support, and long-term growth opportunities.

The ideal candidate may already be working with clients or managing relationships and is looking for a firm to partner with long-term. This could include an advisor with an existing book of business seeking a more robust platform, or a motivated advisor who has developed strong technical and client-facing skills and is ready to operate with greater autonomy and responsibility.

This is a client-facing role with a clear path toward becoming a Lead Advisor, including increasing responsibility for client relationships, planning strategy, and business development.

Key Responsibilities

· Support lead advisor in managing client relationships, including presenting financial plans, participating in meetings, and reviewing planning strategies with clients

· Develop and maintain financial plans, identify planning opportunities, and follow through on implementation

· Conduct quarterly client reviews and ongoing client service

· Execute trading and support portfolio implementation as needed

· Collaborate with internal team members; strong alignment with team-based decision-making is critical

· Maintain accurate and thorough documentation of all client interactions, recommendations, and paperwork within CRM and required systems

· Contribute to business growth through client retention, identifying opportunities within existing relationships, and supporting new client development

Qualifications

· Series 65 (or on track)

· CFP® designation preferred (or on track)

· Experience working with client relationships and participating in meetings

· Demonstrated ability to manage or contribute to client relationships with increasing independence

· Strong understanding of financial planning concepts (retirement, investments, insurance)

· Experience with financial planning and investment software (e.g., MoneyGuidePro, Schwab, Black Diamond)

· Strong communication, organizational, and interpersonal skills

· Team-oriented mindset with the ability to work independently, take initiative, and manage client responsibilities with minimal supervision

Preferred Attributes

· Demonstrated ability to build and maintain client relationships

· Existing client relationships or a portable book of business is a plus, but not required

· Entrepreneurial mindset with an interest in growing within a firm and contributing to long-term business development

· Desire to be part of a firm structure while maintaining a high level of ownership over client outcomes and relationships

Compensation & Benefits

Note: We welcome conversations with advisors who have experience developing client relationships and are looking to grow within a firm environment. The approach to integrating and supporting those relationships, along with compensation and long-term incentives, will be discussed and structured in alignment with the firm’s client service model.

· Base salary: TBD

· Bonus based on performance and firm contribution

· Health benefits and retirement plan

· Eligibility for equity participation after 5 years of tenure, based on performance and long-term contribution

Why Join Us

· Clear path to becoming a Lead Advisor within a growing firm

· Opportunity to build deep, long-term relationships with high-net-worth clients

· Collaborative, team-based environment with direct access to firm leadership

· Platform designed to support advisors who want to grow their practice without building a firm from scratch

· Opportunity for advisors with an existing client base to integrate into a firm with established infrastructure, compliance, and operational support

· Ability to meaningfully impact client outcomes and the future of the firm

· Long-term career growth, including potential equity participation

Career Path

This role is designed to develop into a Lead Advisor position over time. The individual will begin by supporting existing client relationships and participating in planning and client meetings, with a clear path to taking on increasing responsibility for client relationships. As the individual demonstrates growth, consistency, and the ability to effectively manage client needs, they will have the opportunity to transition into a lead advisor role, managing client relationships, leading planning strategy, and contributing to the continued growth and development of the firm.

Important Notes

All client relationships are managed at the firm level. This role operates within a fiduciary framework, and all recommendations must align with clients’ best interests and comprehensive financial planning.

Pay: $50,000.00 - $120,000.00 per year

License/Certification:

Series 65 or Series 7 & Series 66 (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

& client services jobs in providence, ri

Financial Advisor - Associate

Clinician, Co-Occurring Disorders

Part-Time Real Estate Showing Specialist (W-2 Employee)

Funding Specialist

CNA- Home Care

Constant Patient Observer | Full Time | $24/hr

Residential Direct Care Counselor

Patient Care Coordinator

Insurance Customer Service Representative

Clinic Assistant

Property Research Specialist

Automotive Service Advisor

Operations Manager

IT Helpdesk Analyst

REPOSSESSION CAMERA CAR

Wildlife Technician

Residential Case Worker Hiring Event

Residential Case Worker Hiring Event

Behavior Technician (BT) / Registered Behavior Technician (RBT)

HYBRID Inside Sales Insurance Agent Trainee - Personal Lines

I want to receive the latest job alert for & client services in providence, ri

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