Fidelity Investments
Smithfield, Rhode Island
Planning and Advice Associate - Smithfield, RI
Job details
- Location
- Smithfield, Rhode Island
- Work type
- Hybrid
- Posted
- 4 days ago
- Apply on
- fmr.wd1.myworkdayjobs.com
About this role
Client relationship and consultative experience; inbound/outbound leads; interest in financial services and retirement planning; strong communication and time management; hybrid work flexibility; licensing development with FINRA SIE, Series 7, Series 66.
What you'll do at Fidelity Investments:
- engaging clients
- conducting outreach
- guiding planning
Apply to this Planning and Advice Associate - Smithfield, RI role at Fidelity Investments with a tailored resume on ApplyBolt.