Client Advisor Jobs in Rhode Island
Client Advisor jobs in Rhode Island are consistently active, with demand concentrated in financial services, wealth management, and banking sectors that anchor the Providence metro economy. Most openings are in Providence, Warwick, and Cranston, where institutions like Citizens Financial Group, Amica Mutual, and Fidelity Investments maintain significant operations. The most in-demand specialties are personal banking advisory, insurance client services, and investment account management. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 39+ Client Advisor jobs
Financial Aid Advisor - Lincoln Tech Lincoln
We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience in higher education and enjoy helping students navigate Title IV funding for shorter-term programs, this role could be perfect for you.
What You'll Bring:
- 1+ years of current financial aid experience in higher education - this is essential
- Experience with Title IV funding processes and compliance
- Strong communication skills for working with students, families, and corporate financial aid teams
- Detail-oriented approach to data management and file maintenance
- Associate's degree or equivalent combination of education, training, and experience
What You'll Do:
- Guide students through the complete financial aid process from application to Title IV clearance
- Manage student information systems, data entry, and electronic file maintenance
- Support New, Veteran, and Agency students with specialized funding needs
- Participate in campus orientations and student start events
- Collaborate with FA Managers and Regional Directors
Why You'll Love This Role:
You'll work directly with motivated students who are investing in career-changing skills training. Our programs are focused and practical, and you'll see the immediate impact of your work in helping students access the funding they need to transform their careers.
Full-Time Benefits
- Medical, Dental, Vision
- Life and Disability Insurance
- 401(k) with Company Match
- Paid Time Off and Holidays
- Growth Opportunities
About Us
For 80 years Lincoln Tech has been one of the nation's leading providers of career training in Healthcare, Automotive/Diesel, Skilled Trades, Information Technology.
Lincoln Tech is an Equal Opportunity Employer.
- Email: careers@lincolntech.edu
- Website: www.lincolntech.edu/careers
34-21790 — FA Advisor/Campus-15062
Compensation: $21 - $25 per hour
Financial Aid Advisor - Lincoln Tech Lincoln
We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience in higher education and enjoy helping students navigate Title IV funding for shorter-term programs, this role could be perfect for you.
What You'll Bring:
- 1+ years of current financial aid experience in higher education - this is essential
- Experience with Title IV funding processes and compliance
- Strong communication skills for working with students, families, and corporate financial aid teams
- Detail-oriented approach to data management and file maintenance
- Associate's degree or equivalent combination of education, training, and experience
What You'll Do:
- Guide students through the complete financial aid process from application to Title IV clearance
- Manage student information systems, data entry, and electronic file maintenance
- Support New, Veteran, and Agency students with specialized funding needs
- Participate in campus orientations and student start events
- Collaborate with FA Managers and Regional Directors
Why You'll Love This Role:
You'll work directly with motivated students who are investing in career-changing skills training. Our programs are focused and practical, and you'll see the immediate impact of your work in helping students access the funding they need to transform their careers.
Full-Time Benefits
- Medical, Dental, Vision
- Life and Disability Insurance
- 401(k) with Company Match
- Paid Time Off and Holidays
- Growth Opportunities
About Us
For 80 years Lincoln Tech has been one of the nation's leading providers of career training in Healthcare, Automotive/Diesel, Skilled Trades, Information Technology.
Lincoln Tech is an Equal Opportunity Employer.
- Email: careers@lincolntech.edu
- Website: www.lincolntech.edu/careers
34-21790 — FA Advisor/Campus-15062
Compensation: $21 - $25 per hour
See All 39 Client Advisor Jobs in Rhode Island
Find roles in Rhode Island that match your experience and apply in just a few clicks.
Find Client Advisor JobsClient Advisor Jobs by City in Rhode Island
Where Rhode Island roles are concentrated, by current openings.
Client Advisor Job Market in Rhode Island
A snapshot from current Rhode Island openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Insurance
- Investment & Asset Management
- Healthcare & Medical Services
What Rhode Island Employers Look For
The qualifications that appear most often in client advisor jobs across Rhode Island.
- Active Rhode Island insurance producer license or equivalent recognized credential for client-facing advisory roles
- Bachelor's degree in finance, business administration, or a related field preferred
- Minimum two to three years of experience in client-facing financial services or banking
- Proven ability to manage a book of business and meet retention and growth targets
- Strong proficiency with CRM platforms such as Salesforce or similar client management tools
- Excellent written and verbal communication skills for presenting solutions to clients
Client Advisor Jobs in Rhode Island: Frequently Asked Questions
How do you become a client advisor in Rhode Island?
Most client advisor roles in Rhode Island require a bachelor's degree in finance, business, or a related field combined with a state-issued license where the work involves insurance or investment products. Candidates handling insurance products must obtain a Rhode Island insurance producer license through the Rhode Island Department of Business Regulation, which involves completing pre-licensing education and passing the state exam. Roles focused on banking or general account management typically require no state license but do expect relevant industry experience or a related degree.
Which companies hire client advisors in Rhode Island?
Employers hiring client advisors in Rhode Island right now include Navigant Credit Union, New York Life, and Balise Auto, based on current listings on Migrate Mate as of July 2026. Rhode Island's concentration of financial services headquarters and regional insurance carriers makes it one of the more consistent markets in New England for this role.
Which Rhode Island cities have the most client advisor jobs?
Providence, Lincoln, and Johnston have the most client advisor openings in Rhode Island. Providence drives the largest share given its concentration of banking headquarters, insurance carriers, and financial services firms, while Warwick and Cranston attract openings tied to regional offices and suburban branches of those same anchor employers.
Are there remote client advisor jobs in Rhode Island?
Yes, but they're less common than fully on-site roles, since client advisors frequently work face-to-face with clients in branch or office settings. About 11% of client advisor openings tied to Rhode Island are remote or hybrid as of July 2026, which reflects a modest but real shift in how some firms structure advisory coverage. The parts of the role most likely to go remote are account review calls, onboarding consultations, and relationship check-ins rather than initial in-person sales or compliance meetings.
How can I get hired as a client advisor in Rhode Island with little or no experience?
The most realistic entry path is through a personal banker or customer service representative role at one of Rhode Island's major retail banking branches, where institutions like Citizens Financial Group and local credit unions regularly hire candidates without prior advisory experience and promote from within. Completing your Rhode Island insurance producer license before applying signals commitment and clears a common hiring hurdle. Associate or new-hire development programs at larger financial services employers in Providence also provide structured onboarding for career changers entering the field.
Where can I find and apply to client advisor jobs in Rhode Island?
You can find and apply to client advisor jobs in Rhode Island on Migrate Mate, which lists current Rhode Island openings updated regularly. Search the available roles, find the ones that match your background and preferences, and apply directly to the positions that fit.
See All 39 Client Advisor Jobs in Rhode Island
Find roles in Rhode Island that match your experience and apply in just a few clicks.
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