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Social media strategist • providence ri

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Wealth Strategist

Wealth Strategist

Citizens Financial GroupJohnston, RI, US
[job_card.full_time]
We are seeking an experienced Wealth Strategist to partner with advisors and serve as a trusted planning resource for high net worth and ultra high net worth clients. This role focuses on advanced e...[show_more][last_updated.last_updated_variable_hours]
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Media Sales Representative

Media Sales Representative

Best Version MediaProvidence, RI, US
[job_card.full_time]
Start the new year with true autonomy and financial growth.Work locally, supported by an experienced, culture-first team. Sell print and digital ad products & solutions, with immediate digital c...[show_more][last_updated.last_updated_variable_days]
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Social Media Marketing Manager

Social Media Marketing Manager

TradeJobsWorkforce02915 East Providence, RI, US
[job_card.full_time]
Social Media Marketing Manager Job Duties : Contributes to marketing strategy by leveraging social media to identify and acquir...[show_more][last_updated.last_updated_30]
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Paid Media Strategist (Remote Canada) - Future Opening

Paid Media Strategist (Remote Canada) - Future Opening

Directive ConsultingProvidence, RI, US
[filters.remote]
[job_card.full_time]
Account Strategist, Paid Media.Directive Consulting is the performance marketing agency for SaaS and tech companies.We use Customer Generation (a marketing methodology developed by us) which focuse...[show_more][last_updated.last_updated_30]
Procurement Strategist

Procurement Strategist

Blount Fine FoodsWarren, RI, United States
[job_card.full_time]
Blount Fine Foods Procurement Specialist.Bringing our love of food to families for five generations! Blount Fine Foods is a family-owned and operated manufacturer, marketer, and developer of premiu...[show_more][last_updated.last_updated_variable_days]
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Social Worker

Social Worker

Pawtucket School DepartmentPawtucket, RI, United States
[job_card.full_time]
Student Support Services / Social Worker.Pawtucket School Department The Pawtucket School Department is seeking Social Workers. Supports students with behavioral, mental, emotional or physical problem...[show_more][last_updated.last_updated_variable_days]
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Social Worker LCSW

Social Worker LCSW

LifespanRiverside, RI, United States
[job_card.full_time]
A Social Worker LSW / Counselor reports to the Manager.Department of Social Work and Counseling and Program Clinical.Director / Unit Chief and evaluates and treats a wide range of psychosocial.Brown Un...[show_more][last_updated.last_updated_variable_days]
Sr. Social Media Strategist - Temporary - Remote

Sr. Social Media Strategist - Temporary - Remote

Keywords StudiosProvidence, RI, United States
[filters.remote]
[job_card.full_time]
Please note the applications are open to candidates based anywhere in Mexico, so feel free to apply regardless of location as those will be 100% remote, Work-From-Home roles.Digital Media Managemen...[show_more][last_updated.last_updated_variable_days]
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Social Media Manager

Social Media Manager

VirtualVocationsCranston, Rhode Island, United States
[job_card.full_time]
A company is looking for a Social Media Manager to oversee its social media presence.Key Responsibilities Plan, publish, and manage content across social channels Engage with the community throu...[show_more][last_updated.last_updated_variable_days]
Head of Communications, Social Media, and Public Relations

Head of Communications, Social Media, and Public Relations

VISTA OUTDOORRemote Work RI
[filters.remote]
[job_card.full_time]
NYSE : GEAR), is a collective of world-class maker brands that design and manufacture performance gear and precision technologies. Our category-defining brands leverage meticulous craftsmanship and c...[show_more][last_updated.last_updated_30]
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Senior Media Analyst, Paid Social

Senior Media Analyst, Paid Social

LegalZoomProvidence, RI, US
[job_card.full_time]
LegalZoom has been providing accessible and affordable online legal services for over 20 years.Since 2001, we've helped millions of customers launch, run, and grow their businesses, secure their in...[show_more][last_updated.last_updated_30]
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Social Media Intern

Social Media Intern

COLLETTE TRAVEL SERVICE INCPawtucket, RI, US
[job_card.full_time]
This is a hybrid role based at our headquarters in Pawtucket, RI for 40 hours per week.Collette’s culture through a cohesive and centralized program experience. Join a class of over 20 interns...[show_more][last_updated.last_updated_30]
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Digital Sales Strategist

Digital Sales Strategist

Rhode Island StaffingRumford, RI, US
[job_card.full_time]
Join our team and help shape the future of digital advertising! We're looking for a Digital Sales Strategist - a creative thinker and data enthusiast, bridging the worlds of sales and strategy, par...[show_more][last_updated.last_updated_30]
Digital Sales Strategist

Digital Sales Strategist

Nexstar Media GroupRI, East Providence
[job_card.full_time]
Join our team and help shape the future of digital advertising!.Develop innovative, cross-platform media strategies that align with client goals. Dive into market research and audience insights to u...[show_more][last_updated.last_updated_30]
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Distinguished AI Strategist

Distinguished AI Strategist

ConfluentProvidence, RI, United States
[job_card.full_time]
At Confluent, we are committed to providing competitive pay that is in line with industry standards.We analyze and carefully consider several factors when determining compensation, including work h...[show_more][last_updated.last_updated_variable_days]
Digital Marketing Strategist

Digital Marketing Strategist

Care New EnglandProvidence, RI, US
[job_card.full_time]
The Digital Strategist develops, implements, and manages digital marketing strategies to enhance the visibility, reputation, and engagement of Care New England across all digital platforms.This rol...[show_more][last_updated.last_updated_30]
Social Media Manager

Social Media Manager

KosmosWarwick, Rhode Island, United States
[job_card.full_time] +1
Growing Consumer Products Company in the Fall River, MA area has a need for a Social Media Manager.It is a direct hire role with full benefits and a bonus program. As a Social Media Manager, you wil...[show_more][last_updated.last_updated_30]
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Brand Ambassador & Social Media Specialist

Brand Ambassador & Social Media Specialist

COOL AIR CREATIONS INCSmithfield, RI, US
[job_card.full_time]
The Brand Ambassador & Social Media Specialist is responsible for representing / promoting the companys brand and offerings in the market as well as on-line via social media while also supporti...[show_more][last_updated.last_updated_variable_days]
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Newsletter & Social Media Producer

Newsletter & Social Media Producer

Ocean State Media GroupProvidence, RI, US
[job_card.full_time]
Title : Newsletter & Social Media Producer.Reports to : Director of Digital & Audience.Position Type : Full-time, Exempt. Ocean State Media is the locally owned and operated award-winning publi...[show_more][last_updated.last_updated_30]
Wealth Strategist

Wealth Strategist

Citizens Financial GroupJohnston, RI, US
[job_card.variable_hours_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Wealth Strategist

We are seeking an experienced Wealth Strategist to partner with advisors and serve as a trusted planning resource for high net worth and ultra high net worth clients. This role focuses on advanced estate, tax, and legacy planning, translating technical strategies into clear, actionable guidance for clients and their professional teams.

The ideal candidate combines strong technical expertise with excellent communication skills and a collaborative, client first mindset.

Primary responsibilities include :

Client Planning & Strategy

  • Develop and analyze sophisticated wealth transfer, estate, and tax planning strategies for high net worth clients.
  • Review estate planning documents (wills, revocable and irrevocable trusts, ILITs, GRATs, LLCs, etc.) and identify planning opportunities, risks, and areas for refinement
  • Evaluate life insurance strategies for estate liquidity, wealth transfer, and legacy objectives
  • Advise on charitable planning, gifting strategies, and multigenerational planning considerations
  • Independently produce and own the end-to-end creation of customized client deliverablesgather / enter data, model and compare scenarios, develop recommendations, and produce written presentation-ready output.

Advisor & Team Collaboration

  • Partner closely with Senior Wealth Strategists, Private Wealth Teams and Private Bankers to support client engagements - operating independently on assigned engagements while also supporting senior strategists with analysis and deliverables.
  • Participate in client meetings as a subject matter expert, articulating complex strategies in a simple and confident manner
  • Coordinate with outside professionals including estate planning attorneys, CPAs, and insurance advisors to ensure alignment
  • Support business development efforts by helping articulate planning capabilities to prospective clients

    • Research & Thought Leadership

  • Stay current on changes in tax law, estate planning techniques, and industry trends
  • Contribute to internal planning resources, templates, and best practice frameworks
  • Assist in developing educational content, presentations, or client communications related to wealth strategy topics

    • Qualifications, Education, Certifications and / or Other Professional Credentials Required Qualifications

  • 7+ years of experience working directly with clients in a financial planning or wealth planning capacity
  • CFP, JD, CPA, LLM, or Masters in Tax
  • Experience working directly with high net worth and ultra high net worth clients
  • Expert-level proficiency with eMoney financial planning software
  • Demonstrated track record of meeting or exceeding client service and business objectives
  • Strong executive presence with excellent communication, presentation, and relationship-management skills
  • Experience managing, mentoring, and training team members
  • Deep technical knowledge of financial planning, income tax, estate planning and wealth transfer strategies

    • Hours & Work Schedule

  • Hours per Week : 40
  • Work Schedule : 4 days in office, light travel for client meetings