Hybrid Financial Planning & Advice Associate
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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.
This posting is for the Hybrid Financial Planning & Advice Associate role at Fidelity Investments Inc., based in Smithfield, RI, United States.
Take a moment to read everything above and see whether this role is right for you.
We are looking to fill the Hybrid Financial Planning & Advice Associate position at Fidelity Investments Inc. in Smithfield, RI, United States.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).