Financial Operations Specialist Jobs in Rhode Island
Financial operations specialist jobs in Rhode Island concentrate in banking, insurance, healthcare administration, and higher education finance, with demand across entry-level analyst roles through senior operations managers. Most hiring clusters in Providence, Cranston, and Warwick, where established employers such as Citizens Financial Group, Amica Mutual Insurance, and Brown University maintain large finance and operations teams. Accounts payable management, treasury operations, and financial reporting are the sub-areas drawing the most consistent openings across the state. Scan the live roles below and apply to whichever ones fit.
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Join a Growing Independent Retirement Planning Firm
GPS Retirement is an independent retirement planning firm committed to helping individuals and families retire with confidence through thoughtful planning and exceptional client service.
We're looking for an Associate Financial Advisor to join our team. This role is ideal for someone who enjoys working directly with clients, has a strong foundation in financial planning, and is looking for an opportunity to grow into a Lead Advisor role over time.
You'll work alongside our founder and advisory team, participate in client meetings, develop financial strategies, and gradually assume responsibility for your own client relationships. We provide the mentorship, support, and opportunities needed to help you continue growing professionally.
Responsibilities
- Prepare retirement, investment, insurance, tax, and estate planning recommendations
- Build and maintain financial plans using firm planning software
- Prepare meeting agendas and client presentations
- Participate in client meetings alongside the Lead Advisor
- Document recommendations and follow-up tasks in Redtail CRM
- Execute investment recommendations and assist with account maintenance
- Coordinate with the operations team to deliver an outstanding client experience
- Continue developing planning knowledge, technical skills, and advisor confidence
- Over time, assume responsibility for managing client relationships and conducting review meetings
Qualifications
We're looking for someone who brings both technical knowledge and the right attitude.
The ideal candidate is:
- Positive, professional, and client-focused
- An excellent communicator who enjoys building relationships
- Organized, detail-oriented, and dependable
- Self-motivated with strong critical thinking and problem-solving skills
- Coachable and committed to continuous learning
- A collaborative team player who takes pride in delivering excellent service
Required Qualifications
- Series 65 (or equivalent registration) required
- Rhode Island Life Insurance license required
- Experience in financial planning or wealth management
- Strong proficiency with Microsoft Office
Preferred Qualifications
- Bachelor's degree
- CFP® designation or actively pursuing CFP® certification
- Experience with Redtail CRM, Orion, eMoney, MoneyGuidePro, or similar financial planning software
Compensation & Benefits
- Competitive salary based on experience
- Performance-based bonus opportunities
- 100% employer-paid health insurance
- 401(k) with company match
- Paid time off based on position and length of service
- Professional development, continuing education, and licensing support
- Clear path for career advancement into a Lead Advisor role
Why GPS Retirement?
We're intentionally building a firm focused on long-term relationships, with both our clients and our team. We believe in doing what's right, supporting one another, maintaining a positive work environment, and continually improving how we serve our clients.
If you're looking for an opportunity to grow your career, expand your responsibilities, and make a meaningful impact while working alongside an experienced team, we'd love to hear from you.
We enjoy getting to know our candidates beyond their resumes. If you apply, we'd appreciate a brief note sharing why you're interested in joining GPS Retirement and what you believe makes you a strong fit for our team - we read every submission.
Pay: From $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
See All 38 Financial Operations Specialist Jobs in Rhode Island
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Find JobsFinancial Operations Specialist Jobs by City in Rhode Island
Where Rhode Island roles are concentrated, by current openings.
Financial Operations Specialist Job Market in Rhode Island
A snapshot from current Rhode Island openings, updated as new roles post.
Who's Hiring
- CVS Health7
- Bank of America3
- Gilbane2
- Citizens2
- New York Life2
Top Industries Hiring
- Banking & Financial Services5
- Healthcare & Medical Services4
- Investment & Asset Management3
- Aerospace & Defense2
- Insurance1
What Rhode Island Employers Look For
The qualifications that appear most often in financial operations specialist jobs across Rhode Island.
- Bachelor's degree in accounting, finance, or a closely related business field
- Proficiency in ERP systems such as Oracle, SAP, or Workday for financial processing
- Experience reconciling accounts, processing transactions, and producing financial reports
- Strong working knowledge of general ledger accounting and month-end close procedures
- Familiarity with internal controls, audit support, and regulatory compliance documentation
- Advanced Excel skills including pivot tables, VLOOKUP, and financial modeling formulas
Financial Operations Specialist Jobs in Rhode Island: Frequently Asked Questions
How do you become a financial operations specialist in Rhode Island?
A bachelor's degree in finance, accounting, or business administration is the standard entry requirement for Rhode Island employers. No Rhode Island-specific state license is required for most financial operations specialist roles, though candidates pursuing positions involving investment operations or broker-dealer functions may need FINRA registrations recognized in Rhode Island. Building experience through accounting assistant or accounts payable roles at Providence-area financial institutions, insurers, or hospitals is the most reliable path to a specialist title.
Which companies hire financial operations specialists in Rhode Island?
Companies currently hiring financial operations specialists in Rhode Island include CVS Health, Bank of America, and Gilbane, per current listings on Migrate Mate as of July 2026. Rhode Island's concentration of regional banking headquarters, mutual insurance carriers, and large nonprofit health systems means financial operations demand remains active across both corporate and institutional employers throughout the state.
Which Rhode Island cities have the most financial operations specialist jobs?
Providence, Newport, and Rhode Island have the most financial operations specialist openings in Rhode Island. Providence drives the largest share as the state's commercial and institutional center, home to regional bank headquarters, insurance carriers, and major hospital networks, while Cranston and Warwick generate steady demand from corporate back-office operations and suburban financial services firms located along the Route 2 and Post Road corridors.
Are there remote financial operations specialist jobs in Rhode Island?
Yes, and they're more common than in many finance roles. About 45% of financial operations specialist openings tied to Rhode Island are remote or hybrid as of July 2026, reflecting the desk-based and system-driven nature of the work. Positions focused on financial reporting, accounts payable processing, and ERP data management are the most likely to offer flexible or fully remote arrangements.
How can I get hired as a financial operations specialist in Rhode Island with little or no experience?
The most realistic entry path is an accounts payable clerk or financial analyst assistant role at one of Providence's large hospital systems, such as Lifespan or Care New England, or within the finance divisions of Rhode Island's mutual insurance carriers. Many of these employers hire recent graduates from Rhode Island College and the University of Rhode Island into rotational or junior operations roles. Earning an associate-level accounting certification or completing an internship through URI's College of Business strengthens a candidate's profile considerably.
Where can I find and apply to financial operations specialist jobs in Rhode Island?
You can find and apply to financial operations specialist jobs in Rhode Island on Migrate Mate, which lists current Rhode Island openings updated in real time. Search the available roles, find the ones that match your background and location preferences, and apply directly to each position that fits.
See All 38 Financial Operations Specialist Jobs in Rhode Island
Find roles in Rhode Island that match your experience and apply in just a few clicks.
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