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Financial advisor careers in Tiverton, RI

Financial Foundations is recruiting experienced, licensed advisors in Tiverton, an East Bay town bordering Massachusetts with cross border households. Bring your book and your judgment. We bring the Money Blueprint planning platform, bilingual client materials and mentorship from people who still sit with families.

Confidential advisor application

Takes about two minutes. Nothing is shared with your current firm, and a conversation is not an offer or a commitment.

For example: Life and Health, Series 6, Series 65, CFP

Your information is stored securely and used only for this conversation. Please leave out client names and account numbers.

Why experienced advisors look at Financial Foundations

Keep your book, keep your voice

You built the relationships. Come in with your clients and your own way of working, not a script handed down from a home office.

Technology that does the busywork

Money Blueprint gives every household a health score, a debt plan, a budget, an emergency fund tracker and an aggregated investment view, so review meetings start with the numbers already on the table.

Bilingual by design

The whole platform runs in English and Spanish, which opens doors in Providence, Pawtucket and Central Falls that most local practices never knock on.

Real mentorship, not a lead grinder

Weekly case work with people who have run their own practice, plus training on protection, retirement income and estate organization.

Room to build a team

If you want to grow past a solo practice, there is a path to recruit, train and lead in your own market.

Who this is for

  • You are licensed and producing today, or you were recently and want back in with better support.
  • You hold a life and health license, and often Series 6, 7, 63 or 65.
  • You live or work in Rhode Island, or you serve Rhode Island households from nearby Massachusetts or Connecticut.
  • You want to own the client relationship and be paid on what you produce.

How the conversation goes

  1. Send the short application. It stays private and nothing goes to your current firm.
  2. A twenty minute call to hear what is working in your practice and what is not.
  3. A working session where we walk your real cases through the platform.
  4. You decide. Licensing, transition and onboarding support if you move forward.

What the market looks like in Tiverton

We meet advisors in Tiverton and across Newport County in person or online, whichever keeps it discreet. Rhode Island is small enough that one strong local practice can reach the whole state, and our advisors regularly serve households in nearby Massachusetts and Connecticut once they are licensed there.

Other Rhode Island towns

Financial Foundations is an equal opportunity organization. Advisor roles are commission based and require appropriate state licensing. This page is a recruiting inquiry, not an offer of employment, and it is not investment, insurance, tax or legal advice.