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Planning & Advice Associate — Hybrid, Licensing & Training
Job in
Smithfield, Providence County, Rhode Island, 02917, USA
Listed on 2026-08-04
Listing for:
Fidelity Investments
Full Time, Apprenticeship/Internship
position Listed on 2026-08-04
Job specializations:
-
Business
Financial Advisor / Consultant
Job Description & How to Apply Below
Fidelity Investments in Rhode Island seeks a Planning and Advice Associate to partner with workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and investment needs, and help clients navigate Fidelity’s products, services, and planning tools.
Through a structured development path with training and licensing support, you will build relationships, planning and service-to-sales skills, while using Salesforce and internal
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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