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Financial Jobs in Exeter, RI (NOW HIRING)

Euclid Financial Services

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Financial Advisor

Providence, RI · On-site

$85K - $100K/yr

Euclid Financial Services is New England's go to financial experts. We work with clients in New England and the Midwest, as a leading wealth and insurance advisory firm providing solutions for ...

Euclid Financial Services

Be Seen First

Financial Advisor

Providence, RI · On-site

$85K - $100K/yr

Euclid Financial Services is New England's go to financial experts. We work with clients in New England and the Midwest, as a leading wealth and insurance advisory firm providing solutions for ...

Moneycorp

Financial Accountant

Providence, RI · Hybrid

Role Purpose The Financial Accountant will play a key role in the oversight, development, and enhancement of Moneycorp NA Accounting in coordination with the SVP Finance - North America and Group ...

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 ...

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 ...

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Financial Coordinator

Providence, RI · On-site

$26.35/hr

Process financial transactions in Workday. * Initiate and monitor the transactions in Workday including supplier invoices, employee and vendor reimbursements, requisitions, and purchase orders.

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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 Aug 4, 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 is a financial professional?

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 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $70,230 per year, or $33.8 per hour.

Financial Advisor

Euclid Financial Services

Providence, RI • On-site

$85K - $100K/yr

Full-time

Medical, Retirement, PTO

Re-posted 2 days ago

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Job description

Euclid Financial Services is New England’s go to financial experts. We work with clients in New England and the Midwest, as a leading wealth and insurance advisory firm providing solutions for business, individuals, and retirees. The firm’s only objective is keeping individuals, at the center of all that they do, while fostering a collaborative environment in which everyone can contribute, develop relationships, and further build our communities.

EFS has an unfailing weekly flow of new prospects that are seeking retirement clarity which is unique to EFS through “The Retirement Factory” our National Radio Show, TV and Referral Programs. We specialize in Wealth Management, Retirement Income Planning, Medicare Planning, Tax Reduction Planning and Legacy Planning for individuals or retirees.

EFS Advisors provide sound professional advice helping clients pursue their financial goals by developing a personalized retirement plan based on the client’s unique financial situation. While in our corporate office each advisor provides value to the clients through their unique strengths. This collaboration creates a level of synergy not found anywhere else.

Being a part of EFS Advisors team, you can expect to make a difference in the lives of others and your own career. We believe in hiring and promoting hard-working, talented professionals. So, if you’re a go-getter with a passion for helping others, we’d love to get to know you.

Education:

  • Bachelor's (Preferred)
  • Series 65 or Series 66 - Mandatory
  • Health Life Insurance Licenses - Mandatory

Responsibilities:

  • Work with clients to help them visualize, timeline and plan out financial goals in discovery conversations
  • Assess clients' assets, liabilities, and overall financial conditions in effort to plan their retirement.
  • ·Conduct meetings, semi-annual reviews to ensure client's needs are being met.
  • Clear daily tasks of tracking and reporting, calls and meet company sales expectations. What you can expect from EFS:

You will have consistent support. Whether it’s through teaming up with a senior advisor, or providing you with tools to track your goals, results, and business practices, Euclid Financial Services is committed to your success.

Requirements:

  • Certification or in process of certification in CFP, RICP
  • Ability to work at a high energy level within a team while still delivering quality client experience.
  • Experience in leading client review meetings
  • Experience and ability to bring in new clients after proposals

Benefits:

  • Advisor Salary
  • Qualified Client Appointments
  • Health insurance - Waiting period - Full Time Employees Only
  • 401k
  • Short-Term DI
  • Accident Insurance
  • PTO time
  • Qualified Financial Bonuses
  • Qualified Bonus Corporate Vacations

Company's website:

  • www.euclidfs.com

Company Description

Euclid Financial Services has been in business for 25 years, helping people ages 55-70 to and through their entire retirement.