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Associate Advisor Jobs in Rhode Island (NOW HIRING)

University of Rhode Island

Academic Advisor

Kingston, RI · On-site

$60K - $70K/yr

... Assoc Pay Grade Level Grade Level: 10 Pay Grade Range Anticipated Hiring Salary Range: $60,000 ... Advising may include student support, especially in 4+1 and ABM programs when appropriate. Perform ...

TIAA

Wealth Advisor

Providence, RI · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

washingtontrust

Wealth Advisor

Westerly, RI · On-site

$125K - $175K/yr

Wealth Advisor Washington Trust Wealth Management is seeking a client-focused and relationship ... Work collaboratively with Wealth Administrators and Associates to ensure client service standards ...

washingtontrust

Wealth Advisor

Westerly, RI · On-site

$125K - $175K/yr

Wealth Advisor Washington Trust Wealth Management is seeking a client-focused and relationship ... Work collaboratively with Wealth Administrators and Associates to ensure client service standards ...

Washington Trust

Wealth Advisor

Westerly, RI · On-site

$125K - $175K/yr

Wealth Advisor Washington Trust Wealth Management is seeking a client-focused and relationship ... Work collaboratively with Wealth Administrators and Associates to ensure client service standards ...

KOHLS

Part-Time Beauty Advisor - Sephora

Smithfield, RI · On-site

$16.95/hr

... Advisor, you will drive sales through an authentic passion for beauty and engage clients by ... Maintaining adherence to company safety policies for the safety of all associates and customers

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Showing results 1-20

All JobsAssociate Advisor JobsAssociate Advisor Jobs in Rhode Island

Associate Advisor information

See Rhode Island salary details

$11

$25

$44

How much do associate advisor jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for associate advisor in Rhode Island is $25.40, according to ZipRecruiter salary data. Most workers in this role earn between $18.12 and $29.18 per hour, depending on experience, location, and employer.

What is an associate advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an associate advisor?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.

What are some common challenges associate advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are the most commonly searched types of Advisor jobs in Rhode Island?

The most popular types of Advisor jobs in Rhode Island are:

What are popular job titles related to Associate Advisor jobs in Rhode Island?

For Associate Advisor jobs in Rhode Island, the most frequently searched job titles are:

What job categories do people searching Associate Advisor jobs in Rhode Island look for?

The top searched job categories for Associate Advisor jobs in Rhode Island are:

What cities in Rhode Island are hiring for Associate Advisor jobs?

Cities in Rhode Island with the most Associate Advisor job openings:

Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Rhode Island as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $52,825 per year, or $25.4 per hour.

Financial Advisor/Wealth Manager - Providence, RI

New England Financial Advisors (NEFA)

Providence, RI • On-site

$100K/yr

Other

Posted 4 days ago

Job description

New England Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.


Being a New England financial advisor requires a contemporary way of thinking and doing. At NEFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.


On a daily basis, our advisors:

  • Identify and set appointments with potential clients
  • Meet with clients to assess their financial needs
  • Develop customized financial plans to address each of the clients desired goals
  • Maintain strong relationship with clients, helping them track their progress over time
  • Provide ongoing consultation and support


TFA is different from other firms for many reasons, but our “Google meets Wall Street” culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of working-class people with a sole focus of providing comprehensive financial planning and wealth management services to help them realize their dreams.


Some features of this position include:

  • One-on-one training from seasoned leaders in the local financial planning industry
  • A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
  • Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
  • Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)


Job Requirements:

  • Associate’s degree in business or industry-related field
  • Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
  • Must be a U.S. or Permanent Resident
  • Willing to work in office


Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.

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