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Entry Level Financial Advisor Jobs in Coventry, RI

Cook

Fall River, MA · On-site

$16/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Cook

Fall River, MA · On-site

$16/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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Showing results 1-20

Entry Level Financial Advisor information

See Coventry, RI salary details

$35.1K

$99.5K

$140.3K

How much do entry level financial advisor jobs pay per year?

As of Aug 8, 2026, the average yearly pay for entry level financial advisor in Coventry, RI is $99,507.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,100.00 and $127,600.00 per year, depending on experience, location, and employer.

What does a first year entry level financial advisor make?

A first-year entry-level financial advisor typically earns between $40,000 and $60,000 annually, including base salary and commissions or bonuses. Compensation can vary based on location, firm size, and individual performance, with many advisors also working towards relevant certifications like the Series 7 or 66. Entry-level roles often involve client meetings, financial planning, and using financial software tools.

How to become an entry-level financial advisor?

To become an entry-level financial advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Obtaining relevant licenses such as the Series 7 and Series 63, which are administered by FINRA, is also required, along with developing strong interpersonal and analytical skills. Gaining experience through internships or entry-level positions can improve job prospects in this field.

What are the key skills and qualifications needed to thrive as an entry level financial advisor?

To thrive as an Entry Level Financial Advisor, you need foundational knowledge in finance, economics, and investment strategies, usually supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and obtaining certifications like Series 7 or 66 are often required. Strong interpersonal skills, active listening, and the ability to build trust with clients are essential soft skills. These competencies enable advisors to provide sound financial guidance, develop client relationships, and grow their practice effectively.

What are some common challenges faced by entry level financial advisors and how can they overcome them?

Entry level financial advisors often face challenges such as building a client base, gaining trust from clients, and staying updated with changing financial regulations. To overcome these, new advisors should focus on networking, seeking mentorship from experienced colleagues, and consistently educating themselves through industry certifications and training. Additionally, developing strong communication skills and being proactive about client outreach can help accelerate professional growth and establish credibility within the firm.

What is the difference between Entry Level Financial Advisor vs Financial Planner?

AspectEntry Level Financial AdvisorFinancial Planner
CertificationsTypically requires Series 7, Series 66, or 63; CFP certification may be preferredOften holds CFP, CFA, or ChFC certifications
Work EnvironmentFinancial firms, banks, or advisory firms; client-facing rolesIndependent or firm-based; comprehensive financial planning
Job FocusAssisting clients with investments, basic financial adviceHolistic financial planning, estate, retirement, and tax strategies

While Entry Level Financial Advisors focus on basic investment advice and client onboarding, Financial Planners provide comprehensive financial strategies. Both roles often require similar certifications initially, but Financial Planners typically have more advanced credentials and a broader scope of services.

What job categories do people searching Entry Level Financial Advisor jobs in Coventry, RI look for? The top searched job categories for Entry Level Financial Advisor jobs in Coventry, RI are:
What cities near Coventry, RI are hiring for Entry Level Financial Advisor jobs? Cities near Coventry, RI with the most Entry Level Financial Advisor job openings:
Infographic showing various Entry Level Financial Advisor job openings in Coventry, RI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $99,507 per year, or $47.8 per hour.

Clinical Research Financial Analyst

Brownhealth

Providence, RI • On-site

Full-time

Posted 15 days ago


Job description

SUMMARY:The Clinical Research Financial Analyststrong /strongresides within the Brown University Health Office of Cancer Research (LOCR), under the direction of a Department Research Finance Manager. The position is recruiting a high-level performer of clinical research administration functions and activities. The position will support and mentor entry-level and mid-level colleagues with assigned activities. The Clinical Research Financial Analyst may be assigned any of the following pre-award or post-award activities for a portfolio of clinical research studies: calendar builds in OnCore (clinical trial management system); Coverage Analysis; budget development and negotiation; sponsor invoicing; sponsored account invoicing; accounts receivable activities; study closeout activities, grant applications and management and patient charge segregation.Brown University Health employees are expected to successfully role model the organization's values of Compassion, Accountability, Respect, and Excellence as these values guide our everyday actions with patients, customers and one another.In addition to our values, all employees are expected to demonstrate the core Success Factors which tell us how we work together and how we get things done. The core Success Factors include:Instill Trust and Value DifferencesPatient and Community Focus and CollaborateRESPONSIBILITIES:The Clinical Research Financial Analyst is responsible for the financial management of the of assigned clinical research projects: including but not all-inclusive of the planning, developing, monitoring and coordinating the departmental research administrative activities for assigned department/programs within LOCR. In this position you will collaborate with and advise faculty and researchers on the preparation sponsored research projects and the financial management of sponsored and institutional funds. You will be responsible for a diverse set of funding types on various phases of clinical research in adult and pediatric hematology-oncology. You will serve as a point person and facilitate smooth coordination, communication, and problem resolution relative to research administrative matters between department, research administration, faculty, divisional leaders, and other hospital and university departments. Pre-Award Management Responsible for facilitating study start up activities for new clinical trials at LOCR. This includes initial calendar and coverage analysis development, budget negotiations and clinical trial agreement execution. Additional requirements include requesting letters of collaboration. Proactively works with faculty and/or professional staff to identify funding opportunities and prepare applications for grants in compliance with sponsor guidelines and Brown University Health standards for excellence and timeliness. Responsible for the timely and accurate completion of entire proposal (excluding scientific content) for accuracy, presentation, and compliance.This includes but is not limited to all administrative pages, narratives for non-scientific areas of the grant (e.g., data sharing plan, resource sharing plan, human subjects, etc.), and appendices. Responsible for oversight of grant submittal process, including monitoring the application review process and submitting supplemental information. Works with faculty to review summary sheets and plan responses/revised applications, if applicable, and complete any JIT or program requests. Assists with all progress reports and ensures compliance and responsiveness with sponsor guidelines and requests. Communicates institutional and funding agencies' regulations and policies on grants and contracts. Familiarizes administrative staff regarding Rhode Island Hospital institutional research policies and procedures. Responsible for coordinating and providing information to the faculty about funding opportunities, requirements, and deadlines. Post-Award Management Responsible for preparing and submitting invoices to Sponsors, including tracking receipt of payment. Responsible for completing check requests for invoices the department received through our vendors and tracking payments to external companies. Updates associated budgets and MCAs as clinical research studies undergo amendments. Upon award, finalizes the budget and works with Office of Research to get the award set up properly in a timely manner. Reviews Notice of Award for any budgetary or other restrictions/requirements.Works with faculty to assure understanding of reporting and other requirements of PI. Reviews budget adjustments, restrictions, required responses with faculty and ensures a timely response to the sponsor. Manages budget spending to guidelines, monitoring and reviewing allocation of research funds, grant balances and charges, ensuring appropriate use of funds under investigator control, both in terms of sponsor/external regulations and Brown University Health policy. Calculates overhead and fringe benefit charges; purchases equipment; ensures payment of salaries; and generates spreadsheets. Compiles and analyzes fiscal data; develops updates, disseminates accurate and complete financial information to ensure compliance with all requirements of funded programs. Assists in managing the department post-award aspect of projects, knowledge of sponsor, institutional and departmental requirements, ability to interpret those requirements and competency in addressing the in-house systems (research administration, accounts payable, accounts receivable, finance, purchasing, human resources, payroll and pharmacy). uOngoing:/uu/u u none/u Maintains confidential and comprehensive records of salary expenses and other disbursements, recommending adjustments where necessary. Maintains communications with review committees to learn of any new requirements and to help ensure compliance with current regulations. Prepares/provides reports and documents as requested by the managers; attends related meetings on regular basis. Represent department at research administration management meetings and on hospital teams. Compliance Partners with faculty and researchers to ensure adherence to internal and external policies; this includes consulting with faculty/OGCnnovations on MTA, DUA and consulting agreement processes. Maintains communications with review committees to learn of any new requirements and to help ensure compliance with current regulations. Complete billing review for clinical research study participants in Epic/LifeChart. p p The Clinical Research Financial Analyst I is responsible for the management of the research portfolios with direction and moderate supervision from their manager. p p Performs other duties as assigned. pu none/u pu none/uMINIMUM QUALIFICATIONS:EDUCATION: Bachelor's degree in business administration, finance or related area, or lieu, at least 10 years of relevant research administration experience. EXPERIENCE: At least three to five years of experience in a research/academic environment to include federal and non-federal funding, grant application processes, and regulations set by local, federal, hospital, and independent agencies. Oncology clinical research experience preferred. Excellent verbal and written skills are essential. The ability to interact with persons from diverse backgrounds such as MD's, PhD's, research and administrative staff. Thorough knowledge of microcomputers, peripheral equipment and networks. Thorough knowledge of software such as Microsoft Word, Excel, Access and Windows. Ability to learn specific research access programs. SUPERVISORY RESPONSIBILITY: None.

Pay Range:

$58,489.60-$96,491.20

EEO Statement:

Brown University Health is committed to providing equal employment opportunities and maintaining a work environment free from all forms of unlawful discrimination and harassment.

Location:

Rhode Island Hospital - 593 Eddy Street Providence, Rhode Island 02903

Work Type:

M-F 8:00AM-4:30PM

Work Shift:

Day

Daily Hours:

8 hours

Driving Required:

No