Financial Advisor Jobs in Westerly, RI (159)
CFO
Member Relationship Advisor I - (Universal Banker)
Member Experience Consultant II - Niantic Branch
Beauty Experience Advisor
Client Service Associate
Financial Advisor
Merrill Advisor Development Program - Financial Advisor: Central Shoreline Market
Senior Wealth Administrator
Investment Counselor (Financial Advisor Alternative)
Financial Advisor
Investment & Financial Planning Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor: Build Wealth for 600 Tax Clients
Growth-Minded Financial Advisor: Scale Your Book In-Office
Student Financial Aid Advisor (Remote Options)
Remote Family Financial Advisor Protecting Futures
Wealth Management Trainee: Fast-Track to Licensed Advisor
Wealth Management Trainee (CT)
Private Client Associate - Mystic, CT
Investment Counselor (Financial Advisor Alternative)
Remote Financial Advisor & Investment Planner
Financial Advisor
Financial Advisor
Financial Advisor
Associate Financial Advisor
Top-Paying Financial Advisor: Grow Client Wealth
Financial Solutions Advisor - Northwest NJ Market
Financial Advisor: Accelerate Your Practice Growth
Financial Solutions Advisor - Help Clients Reach Goals
Military Financial Advisor Training, Licensing & Growth
Financial Advisor for Military Families - Growth & Impact
Associate Wealth Advisor: Growth Path to Lead Advisor
Job Description
Working as a Financial Advisor in Westerly, RI
There are 159 Financial Advisor opportunities available in Westerly, RI all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Westerly, RI
Financial Advisors in Westerly, RI Resume Data
Average Experience for Financial Advisors in Westerly, RI
- More than 10 years: 67%
- 6-10 years: 29%
- Less than 1 year: 4%
Educational Background for Financial Advisors in Westerly, RI
- Bachelors: 47%
- Diploma: 26%
- Associates: 16%
- Masters: 11%
Top Skill for Financial Advisors in Westerly, RI
- Principles of accounting: 10%
- Bookkeeping: 10%
- Senior administrative assistant/receptionist: 10%
- Administrative assistant/receptionist: 10%
- Case management & social work: 10%
- Customer focus & orientation: 10%
- Following directions: 10%
- Advanced attention to detail: 10%
- Attention to detail: 10%
- Spreadsheets with Microsoft Excel: 10%
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