ZipRecruiter

Log In

1

Financial Jobs in Exeter, RI (NOW HIRING)

Diocese of Fall River

Financial Analyst

Fall River, MA · On-site

The Financial Analyst will support the Chancery Finance Office in providing accounting and financial services to parishes, schools, Chancery, and other diocesan entities. The role is a key part of ...

New

McLaughlin Research Corporation

Be Seen First

Financial Analyst

Newport, RI · On-site

McLaughlin Research Corporation (MRC) is seeking a Financial Analyst who will support the Naval Undersea Warfare Center in Newport RI. The Naval Undersea Warfare Center (NUWC) is the United States ...

Encore Fire Protection

Financial Analyst

Pawtucket, RI · On-site

$80K - $95K/yr

The Financial Analyst will be an individual contributor reporting to the Finance Manager, working closely with the CFO and VP of Finance, and other members of the finance organization with a focus on ...

TIAA

Financial Consultant

Providence, RI

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 ...

next page

Showing results 1-20

All JobsFinancial JobsFinancial Jobs in Exeter, RI

Financial information

See Exeter, RI salary details

$30.9K

$70.2K

$112.8K

How much do financial jobs pay per year?

As of Jul 15, 2026, the average yearly pay for financial in Exeter, RI is $70,230.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,600.00 and $90,200.00 per year, depending on experience, location, and employer.

What is the difference between Financial vs Bookkeeper?

AspectFinancialBookkeeper
CertificationsOften requires CPA, CFA, or similarTypically no formal certifications required
Work EnvironmentCorporate finance departments, accounting firmsSmall businesses, accounting offices
Primary ResponsibilitiesFinancial analysis, planning, reportingRecording transactions, maintaining ledgers
Employer & Industry UsageFinance departments, investment firmsSmall to medium businesses, accounting services

Financial professionals focus on analysis, planning, and strategic financial management, often requiring advanced certifications. Bookkeepers handle day-to-day transaction recording and ledger maintenance, usually without formal certifications. While both roles are essential in finance, they differ in scope, responsibilities, and required credentials.

What are financial professionals?

Financial professionals are individuals who provide guidance and services related to money management, investments, and financial planning. They may include financial advisors, analysts, planners, and consultants who help clients make informed decisions about budgeting, saving, investing, and retirement planning. These professionals often work for banks, investment firms, or operate independently, offering expertise on a wide range of financial products and strategies. Their main goal is to help individuals or organizations achieve their financial objectives.

What are the key skills and qualifications needed to thrive in a financial professional role, and why are they important?

To thrive in a financial professional role, you need strong analytical abilities, a solid understanding of financial principles, and typically a degree in finance, accounting, or a related field. Familiarity with financial modeling software, spreadsheets like Microsoft Excel, and certifications such as CFA or CPA are commonly required. Excellent attention to detail, integrity, and effective communication skills help professionals stand out in this field. These competencies ensure accurate financial analysis, regulatory compliance, and the ability to convey complex information to stakeholders.

What are some common challenges faced by professionals in financial roles, and how can they be addressed?

Individuals in financial roles often encounter challenges such as managing tight deadlines during reporting periods, staying updated with frequently changing regulations, and ensuring data accuracy under pressure. To address these, professionals benefit from strong organizational skills, proactive communication with team members, and continuous professional development. Many financial teams adopt collaborative tools and regular check-ins to streamline workflows and ensure compliance, fostering a supportive work environment.
What cities near Exeter, RI are hiring for Financial jobs? Cities near Exeter, RI with the most Financial job openings:
Financial jobs near you
Infographic showing various Financial job openings in Exeter, RI as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $70,230 per year, or $33.8 per hour.
Director, Financial Planning

Director, Financial Planning

Edelman Financial Engines, LLC

Providence, RI • On-site

$125K - $350K/yr

Other

Medical, Dental, Retirement

Re-posted 15 days ago

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition, you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients. 

We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you!

Responsibilities:

  • Serve the client's best interests, providing outstanding financial advice guidance
  • Effectively evaluate client situations and analyze their needs
  • Develop and present a compelling set of recommendations
  • Adept at building positive relationships with clients
  • Skilled at influencing clients to improve their financial well-being

Requirements:

  • Direct client-facing experience in a fee-based wealth management or planning role
  • Results driven approach with a consistent track record to form relationships
  • Desire for role with base salary, performance-based compensation and growing earnings potential
  • Must possess an active Series 65
  • Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment
  • A Clean U-4
  • A Certified Financial Planner (CFP) or other certification is desired but not required

Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $125,000 - $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

What Edelman Financial Engines employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply