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Wealth Management Advisor — Personal Planning
Job in
Smithfield, Providence County, Rhode Island, 02917, USA
Listed on 2026-02-16
Listing for:
WealthCare Investment Partners, a Registered Investment Advisor ("RIA")
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A Financial Services Firm in Smithfield, RI is seeking a full-time Wealth Management Advisor to provide personalized financial services. You will develop tailored plans, advise on investments, and conduct financial analyses while building trust-based client relationships. Required qualifications include a Bachelor's degree in Finance, Series 65 or 66, and relevant certifications.
This role offers competitive compensation and benefits, including health insurance and 401K.
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