More jobs:
Investment Sales & Client Growth Associate
Job in
Providence, Providence County, Rhode Island, 02912, USA
Listed on 2026-07-31
Listing for:
Beacon Bank
Full Time
position Listed on 2026-07-31
Job specializations:
-
Sales
Financial Sales -
Finance & Banking
Financial Sales
Job Description & How to Apply Below
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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