Fidelity Investments
Smithfield, Rhode Island
Planning and Advice Associate - Smithfield, RI
We tailor your resume to this role and apply for you in seconds.
Apply to Planning and Advice Associate - Smithfield, RI at Fidelity InvestmentsJob details
- Location
- Smithfield, Rhode Island
- Work type
- Onsite
- Posted
- Jul 31, 2026
- Apply on
- jobs.fidelity.com
About this role
Client relationship and consultative experience, inbound/outbound customer engagement, financial services or retirement planning interest, strong communication and technology skills, and ability to obtain FINRA SIE, Series 7, and Series 66.
What you'll do at Fidelity Investments:
- guiding clients
- handling calls
- setting appointments
Apply to this Planning and Advice Associate - 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.