Investment Sales & Client Growth Associate
Listed on 2026-10-06
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Finance & Banking
Financial Sales -
Sales
Financial Sales
The Investment Sales Associate at Beacon Bank & Trust supports financial advisors in delivering exceptional client service, executing transactions, and expanding client relationships in Providence, RI.
The role requires a Bachelor’s degree, 2+ years of customer-facing financial experience, and active securities and insurance licenses. You will prepare materials, meet clients, and identify cross-sell opportunities while staying current on market trends and compliance.
We are seeking a motivated Investment Sales & Client Growth Associate to join Beacon Bank in Providence, RI, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 52.000 - 90.498.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Investment Sales & Client Growth Associate role in the description above.
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