Financial Services Account Executive Jobs in Rhode Island

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