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Investment Solutions Advisor II
Job in
Lincoln, Providence County, Rhode Island, 02865, USA
Listed on 2026-07-11
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Jobtailor is seeking a financial services professional in Rhode Island to advise prospects and self-directed investors, educate clients on investment products, and support trading activities. You will deepen relationships by identifying needs and referring to specialists, while delivering exceptional service and accurate trade execution.
The role requires licensure (Series 7 and 66 or equivalent), strong market knowledge, superior communication, and the ability to multitask in a fast-paced
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