F.L.Putnam Investment Management Company · 3 months ago
Investment Advisor
Providence, RI
Full-time
Onsite
Mid, Senior Level
$125K/yr - $175K/yr
7+ years expF.L.Putnam Investment Management Company is seeking an Investment Advisor to join their Providence, Rhode Island office. The successful candidate will be responsible for advising clients on investment guidance, asset allocation, and portfolio construction while managing client relationships in a team-oriented environment.
Asset ManagementFinancial ServicesRetirementWealth Management
Responsibilities
Meets with clients on a regular basis, reviews accounts, investment strategy, and proactively manages client portfolios to meet goals and objectives in addition to responding to clients' questions and concerns
Develops & maintains role as trusted advisor for clients with specified investment objectives & policies
Invests accordingly to asset allocation committee recommendations where appropriate for clients
Actively participates in the asset allocation committee and stays abreast of global macro-economic environment
Promotes F.L.Putnam brand in the market and generates new business opportunities and expands existing business relationships
Networks & Represents firm in educational or promotional presentations
Qualification
Required
CFA professional designation and bachelor's degree required
7+ years of equivalent experience as an investment advisor
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Highly versed with all facets of asset allocation, investment strategies and client relationship management experience
Ability to work collaboratively with others as part of a team
Demonstrates strong organizational skills and a disciplined and organized approach throughout their business
Preferred
Experience with Salesforce and Orion a plus
Experience developing new business through referrals and marketing
Strong community presence with an established network in the Providence, RI market
Company
F.L.Putnam Investment Management Company
We provide investment, financial planning, and family office services to high-net-worth clients and institutions, including endowments, foundations, and other RIAs.
51-200 employees
H1B Sponsorship
F.L.Putnam Investment Management Company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Emigrant Partners
2022-12-19Private Equity
Leadership Team
Molly O'Connor
Chief People Officer
Recent News
2025-10-15
2025-09-30
Company data provided by crunchbase