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Financial Representative Jobs in Rhode Island (NOW HIRING)

Collabera

Financial Analyst

Providence, RI

$27/hr

S., with more than $550 million in sales revenue and a global presence that represents ... Financial Statement Analysis Experience * Comfort working with complex Financial Products ...

Brownhealth

MG Financial Counselor

Providence, RI

$19.03 - $31.39/hr

Oversees financial status of patients scheduled to be seen at Brown Health Medical Group Facility ... Flagging patients that will potentially need to be directed to business representative area.

CVS Health

Senior Analyst, FP&A

Woonsocket, RI

$46K - $112K/yr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... financial wellbeing of colleagues and their families. The benefits for this position include ...

CVS Health

Senior Analyst, FP&A

Cumberland, RI

$46K - $122K/yr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... financial wellbeing of colleagues and their families. The benefits for this position include ...

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Showing results 41-60

All JobsFinancial Representative JobsFinancial Representative Jobs in Rhode Island

Financial Representative information

See Rhode Island salary details

$30.8K

$70.1K

$112.6K

How much do financial representative jobs pay per year?

As of Aug 23, 2026, the average yearly pay for financial representative in Rhode Island is $70,145.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,600.00 and $90,100.00 per year, depending on experience, location, and employer.

What does a financial representative do?

A financial representative, also known as a financial advisor, provides professional financial recommendations to clients. Your primary responsibilities in this career are to guide and plan financial decisions based on the needs, goals, and requirements of your customer. You also suggest financial products and services and offer advice on estate planning, college saving accounts, taxes, mortgages, investments, retirements, insurance, and more. Your duties have you analyzing current accounts, interpreting summaries, developing strategies, and implementing the agreed upon plan to manage client portfolios. A financial representative also delivers reports of accounts and answers economic related questions.

What does a financial representative do?

A Financial Representative helps clients manage their finances by offering guidance on investments, insurance, retirement planning, and other financial products. They assess clients' financial goals and risk tolerance to recommend suitable financial strategies and solutions. Their role involves building long-term relationships, educating clients about financial options, and assisting with account management. Financial Representatives often work for financial institutions or insurance companies and must stay updated on market trends and regulations.

What are the key skills and qualifications needed to thrive as a financial representative, and why are they important?

To thrive as a Financial Representative, you need a solid understanding of financial products, investment strategies, and sales principles, typically backed by a bachelor's degree in finance or a related field. Familiarity with CRM software, financial planning tools, and licenses such as Series 6, Series 7, or state insurance certifications are often required. Exceptional interpersonal skills, active listening, and trust-building abilities help you connect with clients and understand their financial goals. These skills and qualifications are crucial for providing tailored financial advice, building lasting client relationships, and ensuring regulatory compliance.

What are the typical challenges faced by financial representatives when building a client base, and how can they overcome them?

Financial Representatives often face the challenge of establishing trust and credibility with new clients, especially early in their careers. Building a strong client base requires consistent networking, effective communication, and a commitment to understanding clients' unique financial goals. Overcoming these challenges involves leveraging mentorship opportunities, attending community events, and using digital tools to stay connected with prospects. Strong organizational skills and a focus on ongoing professional development can also help Financial Representatives grow their client network and achieve long-term success.

What is the difference between Financial Representative vs Financial Advisor?

AspectFinancial RepresentativeFinancial Advisor
CredentialsLicenses such as Series 6, 7, 63, 65/66, and state insurance licensesCFP, CFA, or other professional certifications often preferred
Work EnvironmentFinancial firms, banks, insurance companiesIndependent firms, banks, or private practices
Employer & Industry UsageCommonly employed by financial services firms and insurance companiesUsed across various financial planning and wealth management firms
Primary FocusSelling financial products and services, client relationship managementProviding comprehensive financial planning and advice

While both roles involve working with clients to manage finances, a Financial Representative primarily focuses on selling financial products and maintaining client relationships within a firm. A Financial Advisor offers broader, personalized financial planning and advice, often with advanced certifications. The roles overlap in credentials and work environment, but differ in scope and service approach.

More about Financial Representative jobs

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

The most popular types of Financial Representative jobs in Rhode Island are:

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

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

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

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

What are popular job titles related to Financial Representative jobs in RI?

For Financial Representative jobs in RI, the most frequently searched job titles are:

Financial Representative jobs near you
Infographic showing various Financial Representative job openings in Rhode Island 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 $70,145 per year, or $33.7 per hour.

Consumer Investments - Financial Services Representative I (Lincoln, RI)

Bank of America

Lincoln, RI • On-site

$25 - $27/hr

Full-time

PTO

Posted 7 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 530 frontline employees who took The Breakroom Quiz

50th of 171 rated banks

Job description

Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.
Responsibilities:
  • Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
  • Triages client requests and makes referrals to appropriate internal specialists
  • Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities

Required Qualifications:
  • Delivers solutions and experiences that improve clients' financial lives
  • Applies learnings and adapts new information to identify appropriate client solutions
  • Builds strong client relationships through effective communication and collaboration
  • Displays a proactive and ambitious mindset and effective time management
  • Demonstrates a results-driven mindset and prioritizes client interests
  • Demonstrates a willingness to establish a career in the financial services industry
  • Strong computer application skills, including Microsoft Office

Desired Qualifications:
  • Bachelor's degree and/or minimum of one year of experience in a performance-based environment

Skills:
  • Active Listening
  • Attention to Detail
  • Critical Thinking
  • Customer and Client Focus
  • Oral Communications
  • Account Management
  • Client Experience Branding
  • Decision Making
  • Emotional Intelligence
  • Result Orientation
  • Adaptability
  • Coaching
  • Prioritization
  • Referral Identification
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - RI - Lincoln - 670 George Washington Hwy (RI1541), US - RI - Riverside - 3400 Pawtucket Ave - East Providence Call Center (RI1530)
Pay and benefits information
Pay range
$25.00 - $27.00 hourly pay, offers to be determined based on experience, education and skill set.
Predictable pay
This role is compensated with a base salary and is not incentive eligible.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

What Bank Of America employees say

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Social media

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