Top 2947 Support & 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
Clinical Supervisor, TST
FAMILY SERVICE OF RHODE ISLAND INC —Providence, RI
- $78,000 - $95,036 a year
- Full-time
- Management
- Word processing
- Writing skills
- Health insurance
- Dental insurance
12d
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
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Home Based Clinician
NAFI CT, Inc. —Warwick, RI
- $61,000 - $66,000 a year
- Mid-level
- Master's degree
- Home health
- 403(b) matching
- Paid holidays
Quick Apply
7d
Business Development & Community Relations Rep PART-TIME LEADING TO FULL-TIME| WARWICK, RHODE ISLAND
Keeping The Books NE LLC —Warwick, RI
- From $20 an hour
- Part-time
- Background check
- Business development
- Driver's License
- Paid time off
Quick Apply
4d
Financial Customer Associate - Smithfield
Fidelity Investments —Smithfield, RI
- 8 hour shift
- Office
- High school diploma or GED
- 1 year
- 401(k)
14d
Client Services Specialist
Ameriprise Financial —Cranston, RI
- $55,000 - $60,000 a year
- Part-time
- Microsoft Word
- Writing skills
- Office
- Opportunities for advancement
- Flexible schedule
Quick Apply
14d
Customer Support Specialist - Employee Benefits
NFP Corp —Providence, RI
- $50,000 - $55,000 a year
- Full-time
- Bilingual
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Paid time off
12d
Direct Support Professional (DSP)
The Groden Center —Johnston, RI
- $21 - $23 an hour
- Full-time
- Computer literacy
- English
- Mid-level
- Mileage reimbursement
- Paid holidays
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Client Advocate I
CVS Health —Providence, RI
- $43,888 - $102,081 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Administrative experience
- Health insurance
- Dental insurance
7d
Onsite Senior Technician
Custom Computer Specialists —Newport, RI
- $50,000 - $65,000 a year
- Full-time
- Classroom
- Google Workspace
- Up to 50% travel
- Paid holidays
- Disability insurance
Quick Apply
IT Helpdesk Analyst
The Silk Companies LLC —Warwick, RI
- Full-time
- Mid-level
- Office
- Communication skills
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
Entry Level Sales Representative
Scott Anthony Group, INC —Providence, RI
- $50,000 - $70,000 a year
- 8 hour shift
- Hybrid work
- Business development
- Organizational skills
- In-person
- Travel reimbursement
- Paid training
Quick Apply
Wealth Management Administrative Assistant
Great Oak Capital Partners —South Easton, MA
- $60,000 - $80,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- 401(k)
Quick Apply
Licensed Healthcare Insurance Agent – Remote USA
TTEC —Rhode Island
- $21 an hour
- Seasonal
- Remote
- HIPAA
- High school diploma or GED
- Computer skills
- Wellness program
- Tuition reimbursement
5d
Verizon Associate
Confidential —Pawtucket, RI
- $850 - $1,450 a week
- Full-time
- Continuous improvement
- In-person
- Entry level
- Opportunities for advancement
Quick Apply
Entry Level Sales Representative
Scott Anthony Group, INC —Franklin, MA
- $55,000 - $75,000 a year
- 8 hour shift
- Hybrid work
- Business development
- Organizational skills
- In-person
- Travel reimbursement
- Paid training
Quick Apply
IT Technician (2 Years Exp Req)
Worldband —Bellingham, MA
- $45,000 - $55,000 a year
- Weekends as needed
- Hybrid work
- Mid-level
- Windows
- US work authorization
- Mileage reimbursement
- Health insurance
Quick Apply
12d

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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

support & client services jobs in providence, ri

Financial Advisor - Associate

Clinical Supervisor, TST

CNA- Home Care

Home Based Clinician

Business Development & Community Relations Rep PART-TIME LEADING TO FULL-TIME| WARWICK, RHODE ISLAND

Financial Customer Associate - Smithfield

Client Services Specialist

Customer Support Specialist - Employee Benefits

Direct Support Professional (DSP)

Client Advocate I

Onsite Senior Technician

IT Helpdesk Analyst

Residential Case Worker Hiring Event

Residential Case Worker Hiring Event

Entry Level Sales Representative

Wealth Management Administrative Assistant

Licensed Healthcare Insurance Agent – Remote USA

Verizon Associate

Entry Level Sales Representative

IT Technician (2 Years Exp Req)

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

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