Investment Adviser Representative; Series​/Administration

Efficient Capital Strategies LLC is a Rhode Island‑based investment advisory firm committed to providing comprehensive financial planning and investment strategies for clients.

This full‑time on‑site role based in Providence, RI involves assisting clients in developing tailored investment strategies and financial plans. Responsibilities include managing client inquiries, providing exceptional customer service, and supporting the firm's investment and financial planning activities. The candidate will contribute to execution of financial strategies and ensure adherence to company standards and regulatory requirements.

• Strong skills in financial planning, finance, and investments.
• Knowledge of investment strategies and the ability to evaluate investment opportunities.
• Proven experience in customer service and building client relationships.
• Excellent communication and interpersonal skills.
• Bachelor’s degree in finance, economics, business, or related field.
• Relevant certifications such as CFP, CFA, or similar credentials are a plus.
• Ability to work effectively in a dynamic, team‑oriented environment.
• Strong analytical and problem‑solving abilities.

Full time

Entry level

Providence, RI