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Hybrid Financial Planning & Advice Associate
Job in
Smithfield, Providence County, Rhode Island, 02917, USA
Listed on 2026-08-04
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-08-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments in Smithfield, RI is seeking a Planning and Advice Associate to serve as a trusted partner for workplace and personal investment customers. You will engage in inbound and outbound conversations, guide clients on retirement and investment needs, and help them navigate Fidelity’s products and planning tools.
You’ll develop planning and service-to-sales skills through a structured development path with licensing support, including FINRA SIE, Series 7 and Series 66 upon hire.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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