Job Description
We are seeking an Investment Advisor (IA) to join our Providence, Rhode Island office.
This team member will contribute to advising new and existing client relationships. The successful candidate will demonstrate a passion for working with clients to provide investment guidance, asset allocation, portfolio construction, and communication of investment results. The Investment Advisor will be responsible for managing client relationships as part of a team approach consisting of a Client Advisor and a Client Account Administrator.
Investment Advisor Duties:
Qualifications:
F.L.Putnam is an equal opportunity employer. We are committed to promoting an inclusive environment in service to one another and our clients. We do all of this with kindness, empathy, and respect for one another.
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