Fidelity Investments
Smithfield, Rhode Island
Financial Planning Consultant - Smithfield, RI
We tailor your resume to this role and apply for you in seconds.
Apply to Financial Planning Consultant - Smithfield, RI at Fidelity InvestmentsJob details
- Location
- Smithfield, Rhode Island
- Work type
- Onsite
- Posted
- Jun 24, 2026
- Apply on
- jobs.fidelity.com
About this role
Requires Series 7, Series 63 and 65 or Series 66, insurance license within 90 days, and 5+ years of financial services experience. Strong communication, practice management, planning, and client relationship skills required.
What you'll do at Fidelity Investments:
- guiding clients
- delivering advice
- managing relationships
Apply to this Financial Planning Consultant - Smithfield, RI role at Fidelity Investments with a tailored resume on ApplyBolt.
Ready to apply to Fidelity Investments?
We tailor your resume to this role and apply for you.