Fidelity Investments
Providence, Rhode Island
Planning Consultant - Providence, RI
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Apply to Planning Consultant - Providence, RI at Fidelity InvestmentsJob details
- Location
- Providence, Rhode Island
- Work type
- Onsite
- Posted
- Aug 3, 2026
- Apply on
- jobs.fidelity.com
About this role
Series 7 and 66 licenses with state registrations, or ability to obtain Series 66; 2+ years of financial services experience; strong financial planning, client relationship, profiling, and communication skills.
What you'll do at Fidelity Investments:
- conducting consultations
- educating clients
- building relationships
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