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Financial Planning Consultant – Build Lasting Client Relationships
Job in
Providence, Providence County, Rhode Island, 02912, USA
Listed on 2026-08-06
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Fidelity Investments in Providence, RI is seeking a Planning Consultant to deliver world-class financial planning experiences and deepen client relationships through asset consolidation, referrals, and plan implementations.
You will support the client engagement strategy alongside Financial Consultants, using tools like Glance and Salesforce to maximize efficiency. This onsite role emphasizes building lasting client relationships and partnerships with teammates.
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