18 banking advisor jobs at 8 companies in Woonsocket, RI
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Senior Personal Banking Advisor
Hanover, Massachusetts, United States
$24-$30/hr OnsiteFull Time
1+ YOEAssociate's degree or 6–12 months related experience; experience with electronic delivery channels; strong sales, communication, and organizational skills; NMLS registration and ability to become a Notary Public.
Internet Banking, Mobile Banking, Mobile Deposit, eStatements, Bill Pay
1mo
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Relationship Advisor II- Life Science/Healthcare Banking
Boston, Massachusetts, United States
$67k-$90k/yr HybridFull Time
1+ YOEBachelor's degree with 1 year banking/financial services or HS/GED with 5 years experience. Strong communication, organizational, time-management, and teamwork skills; knowledge of KYC/BSA/AML processes.
2w
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Wealth Advisor - Newton Centre, MA
Newton Centre, Massachusetts, United States
$105k-$250k/yr OnsiteFull Time
2+ YOEActive Series 7,63,65 (or 66), life/health/variable insurance license (or obtain within 60 days), minimum 2 years financial advisor experience, new business development skills, team banking experience, familiarity with high-net-worth clients.
2w
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Private Client Advisor
Boston, Massachusetts, United States
$90k-$120k/yr HybridFull Time
3+ YOEUndergraduate degree preferred; 3+ years customer-facing sales in investment/private banking/wealth/real estate; experience with HNW clients, CRM and Microsoft Office; strong communication, negotiation, research, and multilingual skills advantageous.
Microsoft Office, CRM
1mo
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Senior Trade Finance Advisor
San Jose or Las Vegas or Dallas or Chicago or Los Angeles or Austin or Phoenix or San Diego or Boston
$149k-$184k/yr OnsiteFull Time
6+ YOE6+ years in trade finance/international or commercial banking, bachelor\u0002s degree or equivalent, knowledge of UCP 600/ISP98, regulatory and credit underwriting fundamentals, strong analytical and communication skills.
2mo
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Member Relationship Advisor I. - Floating (Westerly, Wakefield, N. Kingstown, Coventry)
Warwick or Westerly or Wakefield or North Kingstown or Coventry
OnsiteFull Time
0+ YOEHigh school diploma or GED; excellent communication and service orientation; ability to multitask; willing to travel within the credit union's footprint; proficient with Microsoft Office and banking software a plus.
Microsoft Office, Banking software
2w
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Member Relationship Advisor I - (Universal Banker)
Scituate, Rhode Island, United States
OnsiteFull Time
High school diploma/GED, strong verbal and written communication, customer service and sales orientation, Microsoft Office proficiency, banking software familiarity; preferred 2 years member service/teller experience.
Microsoft Word, Microsoft Excel, Microsoft Outlook, CuneXus
1mo
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Member Relationship Advisor I - (Universal Banker)
Manville, Rhode Island, United States
OnsiteFull Time
High school diploma or GED required; strong verbal/written skills; proficient with Microsoft Word, Excel, Outlook and online tools; ability to multitask; sales orientation and banking/customer service experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, CuneXus
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Private Client Advisor II- Executive Coverage
New York or Chicago or San Francisco or Los Angeles or Dallas or Boston or Pennington
$225k-$298k/yr OnsiteFull Time
5+ YOE5+ years experience; lead client management for executive clients, provide wealth structuring, credit and banking solutions; SAFE Act registration required for residential mortgage origination; strong sales, negotiation and communication skills.
1mo
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Member Relationship Advisor I - (Universal Banker)
Cumberland, Rhode Island, United States
OnsiteFull Time
High school diploma/GED required; strong customer service, sales and communication skills; proficiency with Microsoft Word/Excel/Outlook and banking software; ability to multitask, lift 25 lbs, and travel within the credit union footprint.
Microsoft Word, Microsoft Excel, Microsoft Outlook, CuneXus
1mo
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Member Relationship Advisor I - (Universal Banker)
Woonsocket, Rhode Island, United States
OnsiteFull Time
High school diploma/GED required; strong verbal/written communication, Microsoft Office and internet proficiency, customer service and sales orientation; ability to multitask, lift 25 lbs, and travel within the credit union footprint. Banking experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Internet, CuneXus
5d
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Business Solutions Advisor - New England North Market
Lynn, Massachusetts, United States
$26-$35/hr OnsiteFull Time
1+ YOEExperience in business-to-business or small business banking sales, strong communication and customer service skills, proven sales track record, ability to manage client relationships, high school diploma or equivalent.
1mo
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Financial Solutions Advisor Registration Candidate - Northern MA Market
Billerica or Wilmington
$29-$34/hr OnsiteFull Time
1+ YOEProvide financial advice, triage client leads, recommend banking and investment solutions; must obtain required industry licenses and SAFE Act registration; 1+ year financial services or sales experience preferred.
1mo
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Senior Home Lending Advisor - Medway MA - Medway Branch
Medway, Massachusetts, United States
OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience, 3+ years mortgage lending and retail banking sales experience, knowledge of FHA/VA/FNMA/FHLMC guidelines, local real estate market knowledge, excellent communication, NMLS registration required.
NMLS, Windows
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Financial Solutions Advisor Registration Candidate - Concord Center Financial Center
Concord, Massachusetts, United States
$29-$34/hr OnsiteFull Time
1+ YOEProvide financial advice, triage client leads, make referrals, recommend banking and investment solutions; obtain required industry licenses and SAFE Act registration; high school diploma required.
2mo
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Senior Home Lending Advisor - Hudson MA - Hudson Branch
Hudson, Massachusetts, United States
$15/hr OnsiteFull Time
3+ YOEBachelor's degree or equivalent; 3+ years mortgage lending and sales in retail banking; knowledge of local real estate; FHA/VA/FNMA/FHLMC guidelines; strong communication.
3w
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2027 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank
New York or Atlanta or Austin or Baton Rouge or Baltimore or Birmingham or Boston or Chicago or Cleveland or Dallas or Denver or Greenwich or Los Angeles or Irvine or Las Vegas or Minneapolis or Palo Alto or Pasadena or San Diego or San Francisco or Seattle or Westlake Village or Summit or Washington or Long Island City or Rochester or Walnut Creek or Manhattan Beach or Philadelphia or Pittsburgh or Cincinnati or Scottsdale or St Louis or New Orleans or Oklahoma City or Tulsa or Columbus or Miami or Jacksonville or San Antonio or Orlando or Tampa or Fort Lauderdale or Fort Worth or Grand Rapids or Indianapolis or Milwaukee or Naples or Nashville or Palm Beach or Raleigh
$100k-$110k/yr OnsiteFull Time
Pursuing Bachelor's or Master’s (non-MBA) with graduation Dec 2026–Jun 2027, attending a U.S. college, authorized to work in the U.S.; strong interpersonal, analytical, communication, and organizational skills.
2w
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Wealth Management Client Associate
Providence, Rhode Island, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, manage client materials, follow policies, and promote banking solutions; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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