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Professional Financial Jobs in Rhode Island (NOW HIRING)

Harris

Financial Analyst

Carolina, RI

$50K - $55K/yr

As a Financial Analyst, this professional will be responsible for examining financial data, preparing reports, and providing insights to support decision-making and financial planning, with a focus ...

nextSource Connect

Financial Coordinator

Providence, RI · On-site

$26.35/hr

Compile Professional Service Agreements, supplier registration forms, Guest Speaker forms, etc. in ... Serve as expert Financial Coordinator responding to user questions. Prepare statistical transaction ...

Brown University

Financial Coordinator

Providence, RI · Hybrid

... Professional Service Agreements, supplier registration forms, and guest speaker forms. This ... Financial Coordinator Department: Watson School of International and Public Affairs Grade: Grade 7 ...

Collabera

Financial Analyst

Providence, RI

$27/hr

... 12,000+ professionals across North America (U.S., Canada), Asia Pacific (India, Philippines ... Financial Statement Analysis Experience * Comfort working with complex Financial Products ...

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Professional Financial information

What does a professional financial do?

A Professional Financial, often referred to as a financial advisor or financial planner, assists individuals and businesses in managing their finances. Their responsibilities include helping clients with budgeting, investments, retirement planning, tax strategies, and risk management. They analyze financial data, set financial goals, and recommend suitable products or strategies to help clients grow and protect their wealth. Professional Financials may work independently, for financial institutions, or as part of a larger advisory firm.

What are some common challenges professional financials face when working with clients, and how can they be addressed?

Professional Financials often encounter challenges such as managing diverse client expectations, staying updated with regulatory changes, and communicating complex financial concepts clearly. Building strong relationships through regular, transparent communication can help earn client trust and clarify their goals. Additionally, staying informed about the latest industry updates and continuously refining communication skills are essential for delivering high-quality service and maintaining compliance.

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

To thrive as a Professional Financial, you need strong analytical abilities, financial modeling expertise, and a relevant degree such as finance, accounting, or economics. Familiarity with financial software like Excel, QuickBooks, or Bloomberg Terminal, and certifications such as CFA or CPA, are typically important. Outstanding communication, attention to detail, and problem-solving skills set top professionals apart in this field. These competencies are crucial for making informed decisions, managing client portfolios, and ensuring regulatory compliance.

What is the difference between Professional Financial vs Financial Analyst?

AspectProfessional FinancialFinancial Analyst
Required CredentialsTypically requires a degree in finance, accounting, or related field; certifications like CFA or CPA are commonOften requires a degree in finance, economics, or related field; CFA certification is advantageous but not always mandatory
Work EnvironmentWorks in corporate finance departments, financial consulting firms, or investment firmsWorks in investment banks, asset management firms, or corporate finance teams
Employer & Industry UsageUsed across various industries including banking, insurance, and corporate sectorsPrimarily found in investment banking, asset management, and financial services

While both roles involve financial analysis, a Professional Financial often has broader responsibilities in corporate finance and strategic planning, whereas a Financial Analyst typically focuses on analyzing investment opportunities and market data. The roles overlap in credentials and work environments, but their specific functions and industry focus differ.

What are good professional financial careers?

Professional financial careers include roles such as financial analyst, accountant, financial planner, investment banker, and risk manager. These positions typically require strong analytical skills, proficiency with financial software, and relevant certifications like CFA or CPA. They often involve working in banks, investment firms, or corporate finance departments and may require a bachelor's degree or higher in finance, accounting, or related fields.

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

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

What cities in Rhode Island are hiring for Professional Financial jobs?

Cities in Rhode Island with the most Professional Financial job openings:

Professional Financial jobs near you

Financial Service Professional

Providence, RI • On-site

New York Life - Rob Ward
See more jobs at New York Life - Rob Wardexternal

$113 - $138/hr

Other

Medical, Dental, Vision, Life

Re-posted 11 days ago

Job description

Financial Service Professional

New York Life - Rob Ward Providence, Rhode Island, United States


About this position

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.


Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.


Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.


About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.


Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V


Benefits

  • Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.


Compensation

$125,000+


Responsibilities

  • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products

  • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer

  • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor

  • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice

  • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan


Qualifications

  • Relationship management skills are required

  • Required to effectively network to identify potential new clients

  • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required

  • Must be able to be in the office daily


About Company

Our Mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

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