Client Sales Associate

Providence, RI, United States • Posted June 04, 2026

Job Type: Full-time
Location: Providence, RI
Posted: June 04, 2026
Category: other-general
Application Deadline: July 14, 2026

Role Description

Build a career where you can make a meaningful impact while creating opportunities for your own professional and financial growth. We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial decisions through personalized guidance and relationship-driven support. Whether you have previous experience or are looking to develop new skills, this opportunity offers comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path. If you are driven by helping others succeed, enjoy connecting with people, and thrive in a results-oriented environment, this could be the opportunity you've been looking for. Key Responsibilities Build and expand your client base through networking, referrals, and proactive outreach Conduct thorough consultations to evaluate clients financial needs, goals, and current situations Design and present customized financial strategies aligned with client...

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