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Investment Advisor | Client & Wealth Strategy
Job in
Providence, Providence County, Rhode Island, 02912, USA
Listed on 2026-02-21
Listing for:
FL Putnam Investment Management
Full Time
position Listed on 2026-02-21
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm seeks an experienced Investment Advisor to join their Providence office. The ideal candidate will have a CFA designation and over 7 years of experience in managing client relationships and investment strategies. Key responsibilities include advising clients, managing portfolios, and participating in investment committees. Strong communication and teamwork skills will be essential in promoting business growth and providing exceptional service.
This is an opportunity to work in a supportive and inclusive environment.
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