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49 Financial Jobs in Rhode Island (NOW HIRING)

TIAA

Financial Consultant

Providence, RI · On-site

The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum ...

Harris

Financial Analyst

Carolina, RI

$50K - $55K/yr

As a Financial Analyst, this professional will be responsible for examining financial data, preparing reports, and providing insights to support decision-making and financial planning, with a focus ...

MIKEL INC

FINANCIAL ANALYST

Middletown, RI · On-site

FINANCIAL ANALYST Responsibilities: * Provide contract and program level financial and administrative tracking and analysis, including financial management/contract coordination actions for various ...

INDUS Technology, Inc.

Financial Analyst

Newport, RI · On-site

$80K - $95K/yr

Reporting to the Program Manager, the Financial Analyst provides financial management support on the Code 70 Program Management Support Services contract. This position is located in Newport, RI.

New

INDUS Technology, Inc.

Financial Analyst

Newport, RI

$80K - $95K/yr

Reporting to the Program Manager, the Financial Analyst provides financial management support on the Code 70 Program Management Support Services contract. This position is located in Newport, RI.

New

INDUS Technology, Inc.

Financial Analyst

Newport, RI · On-site

$80K - $95K/yr

Reporting to the Program Manager, the Financial Analyst provides financial management support on the Code 70 Program Management Support Services contract. This position is located in Newport, RI.

New

Collabera

Financial Analyst

Providence, RI

$27/hr

Comfort working with complex Financial Products Additional Information If you are interested please contact Laidiza Gumera 973-774-7804 laidiza.gumera(at)collabera.com

Magna Capital Management

Financial Analyst

Warwick, RI · On-site

Prepare financial projections, valuations, and ROI analyses * Conduct benchmarking analyses against other hotels within the portfolio to help identify areas for improvement * Assist with preparing ...

Brightstar Lottery

Financial Analyst III

Providence, RI · Hybrid

$59K - $122K/yr

The Senior Financial Analyst supports the Financial Planning & Analysis (FP&A) function for the North America business by providing financial analysis, forecasting support, performance reporting, and ...

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All Jobs49 Financial Jobs49 Financial Jobs in Rhode Island

49 Financial information

What is 49 Financial?

49 Financial is a financial services firm that provides financial planning, investment management, and insurance solutions. They focus on helping individuals and families achieve their financial goals through personalized strategies and education. The company often caters to young professionals and recent graduates, guiding them through financial decisions like budgeting, retirement planning, and debt management. Their advisors work to simplify complex financial topics and create long-term plans for clients.

What are the key skills and qualifications needed to thrive as a financial advisor?

To thrive as a Financial Advisor, you need a strong background in finance, investment principles, and financial planning, typically supported by a relevant degree and certifications such as a CFP or Series 7 license. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential for efficient client service. Outstanding interpersonal skills, active listening, and the ability to build trust help advisors stand out in client relationships. These skills and qualifications are crucial for providing sound financial advice, retaining clients, and ensuring compliance in an ever-changing financial landscape.

What are some common challenges faced by financial advisors at 49 Financial, and how are they typically addressed?

Financial Advisors at 49 Financial often encounter challenges such as building a client base from scratch and staying updated with constantly changing financial regulations. The company typically supports advisors through comprehensive training, ongoing mentorship, and access to robust CRM tools that streamline client management. Team collaboration and regular strategy sessions also help advisors share best practices and overcome common obstacles together, fostering both professional growth and client success.

What is the difference between 49 Financial vs 49 Financial Advisor?

Aspect49 Financial49 Financial Advisor
CertificationsTypically requires Series 7, Series 66, or similar licensesRequires similar licenses, plus CFP certification often preferred
Work EnvironmentOffice-based, client meetings, financial planningClient-facing, personalized financial advice, meetings
Industry UsageUsed broadly for financial firms and institutionsSpecific role within firms, focusing on client advisory services

49 Financial and 49 Financial Advisor roles both involve financial services, but the advisor position emphasizes direct client interaction and personalized financial planning, often requiring additional certifications like CFP. The main difference lies in the focus: 49 Financial is broader, while 49 Financial Advisor is specialized in client advisory services.

What are popular job titles related to 49 Financial jobs in Rhode Island?

For 49 Financial jobs in Rhode Island, the most frequently searched job titles are:

What job categories do people searching 49 Financial jobs in Rhode Island look for?

The top searched job categories for 49 Financial jobs in Rhode Island are:

What cities in Rhode Island are hiring for 49 Financial jobs?

Cities in Rhode Island with the most 49 Financial job openings:

49 Financial jobs near you
Infographic showing various 49 Financial job openings in Rhode Island as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Financial Services Advisor

Providence, RI

Baystate Financial
Finance and Insurance • 201 - 500 employees
Learn more about Baystate Financialexternal

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 22 days ago

Job description

Are you ready to achieve financial freedom?


Ready to take control of your future by putting in the hard work that leads to success? This path isn’t for everyone, but for the driven individual who is willing to get after every day- freedom is the result with uncapped earnings.

We’re looking for ambitious, competitive individuals who want freedom, control, and uncapped earnings at a plan comission.


At Baystate Financial, we don’t just hire employees- we partner with entrepreneurs. Since 1901, we’ve built one of New England’s strongest financial firms by attracting people who are driven to win and hungry to succeed.


If you’re a self-starter who thrives on challenges and wants to be in charge of your future, this is your path.


Why Baystate

  • You run your practice – we provide the training, systems, and support
  • Uncapped earnings – your results dictate your rewards (commissions + incentives)
  • Mentorship from top producers – learn directly from proven leaders
  • Marketing + technology power – so you stay focused on growth, not admin
  • Top Producer recognition & incentives – compete, win, and get rewarded


What We Offer

  • Medical, Dental & Vision
  • 401(k) + retirement savings programs
  • Life & Disability coverage
  • Competitive incentives, trips, and recognition


What You’ll Do

  • Build your own book of business helping clients achieve their financial goals
  • Take ownership of your growth with the backing of a 600+ professional firm
  • Push yourself daily to maximize results, freedom, and income


What It Takes

  • High drive, self-motivation, and competitive spirit
  • U.S. Citizen or Permanent Resident (licenses/registrations required)
  • 2 years of professional experience in a similar or related field required


Compensation

$80,000 - $100,000+ at plan commission with the resources, training, licensing, and roadmap to become successful.


About Baystate Financial-


We are Baystate Financial, and we are in the business of helping people achieve their financial dreams. We accomplish this by understanding our clients, their needs, and then helping them build a financial bridge to their success. Our value proposition is simple: Guidance, Insight, Results 

We are based in Boston, Massachusetts, and have been in business since 1901, making us one of the oldest and largest wealth management and financial planning services firms in New England. Baystate Financial is comprised of a team of over 300 professionals and 200 support staff, many of whom contribute to building financial plans for a wide variety of individuals and businesses throughout the country.