Top 111 Investment banking Jobs in Providence Ri

Financial Planning Consultant - Smithfield, RI
Fidelity Investments —Smithfield, RI
- Full-time
- Customer service
- Residential
- Senior level
Wealth Management Associate
Arlen Corporation —Warwick, RI
- $70,000 - $85,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
2d
Investment Analyst - AI Trainer
DataAnnotation —Fall River, MA
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Analysis skills
Quick Apply
Director of Finance
Westport Federal Credit Union —Westport, MA
- From $80,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
12d
Relationship Banker I (Part-Time)
North Easton Savings Bank —Middleboro, MA
- Full-time
- Office
- 3 years
- High school diploma or GED
Wealth Management Trainee (MA)
Bankers Life —Middleboro, MA
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Financial Services Professional - Hybrid Remote (RI)
Bankers Life —Providence, RI
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Commercial Portfolio Manager II (C&I)
North Easton Savings Bank —South Easton, MA
- $83,534.28 - $112,771.28 a year
- Full-time
- Customer service
- Writing skills
- Data analysis skills
2d
Commercial Portfolio Manager II (CRE)
North Easton Savings Bank —South Easton, MA
- $83,534.28 - $112,771.28 a year
- Full-time
- Customer service
- Writing skills
- Data analysis skills
Portfolio Manager II
Bank of America —Providence, RI
- $105,000 - $175,000 a year
- Full-time
- CPA
- Customer service
- Writing skills
Wealth Management Client Associate
Bank of America —Providence, RI
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Citizens Banker
Citizens Financial Group —Warwick, RI
- $25.00 - $31.25 an hour
- Weekends as needed
- Background check
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Commercial Portfolio Manager (CRE)
Rockland Trust —Providence, RI
- Data analysis skills
- Mid-level
- Office
- Wellness program
- Health insurance
Underwriter
HUB International —Warwick, RI
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
2d
Category Team Manager-Core Banking
Citizens Financial Group —Johnston, RI
- $139,680 - $248,320 a year
- Full-time
- Background check
- 6 years
- Analysis skills
- Health insurance
- Dental insurance
Client Service Manager II - Clearing Client Management - Wealth Client Experience
Fidelity Investments —Smithfield, RI
- $66,000 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- Senior level
- Loan repayment program
- Health insurance
3d
Senior Brokerage Product Business Analyst, Alternative Investments
Fidelity Investments —Smithfield, RI
- Full-time
- Writing skills
- Office
- 3 years
Relationship Banker I (US) - Johnston, RI
TD Bank —Johnston, RI
- $22.50 - $29.00 an hour
- Full-time
- Basic math
- Office
- High school diploma or GED
- Health insurance
- Paid time off
Manager: Business Analytics & Reporting
CVS Health —Woonsocket, RI
- $66,330 - $159,120 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health savings account
- Health insurance
8d
Wealth Management Associate
The Washington Trust Company —Providence, RI
- $65,000 - $75,000 a year
- Full-time
- Microsoft Outlook
- 5 years
- Administrative experience
- Health insurance
- 401(k)
Quick Apply

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investment banking jobs near providence ri

Financial Planning Consultant - Smithfield, RI

Fidelity Investments -
Smithfield, RI

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Job Details

Full-time

Qualifications

Series 7
Data-driven problem-solving
FINRA License
Experience practicing in the securities industry

Full Job Description

Job Description:

Financial Planning Consultant

IMC 1 associates please do not apply to this requisition. Contact your leader if you have any questions regarding your eligibility.

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius of the Smithfield RI Regional Center.

Is it time to explore new challenges in your career?

The Financial Planning Consultant delivers proactive, personalized financial planning and integrated financial solutions that help Fidelity Advisory Services (FAS) clients make decisions and progress toward their financial goals. Operating within a team-based, technology-enabled model, Advisors guide clients across key financial priorities such as retirement planning, investment management, development of a holistic portfolio strategy, and supporting broader financial needs using Fidelity’s full suite of planning tools and solutions. Advisors will provide this support to a broad array of clients with varying needs, including onboarding recently enrolled clients, serving clients with complex planning goals, and those with more routine portfolio management needs.

The Expertise We’re Looking For

FINRA Series 7 required
FINRA Series 63 and 65 or Series 66 licensed
Insurance license within 90 days of hire
Certified Financial Planner (CFP) preferred
Minimum of 5 years of previous financial services experience; managed solutions experience preferred
Planning and Advice mindset with a solid understanding of Fidelity’s offerings
Ability to deliver high-quality IQ and EQ client experience through FRM mastery
Proven practice management skills that drive scalable, high-impact business results

The role of the Financial Planning Consultant (FPC) is to support and guide Fidelity clients who have a managed portfolio. It is a direct customer contact role in which the FPC will address various aspects of clients’ financial plans, including managed accounts, serving as Advisory Services’ voice to the customer.

The Skills You Bring

Strong written, verbal, & interpersonal communication skills with the ability to build trust & deepen client relationships
Experience running effective, well-structured pre-scheduled guidance appointments, as well as engaging in insight-driven, timely proactive outreach
Demonstrate strong Practice Management and Operational Excellence through effective prioritization, calendar management, and ownership of responsibilities
Comfort operating within a team-based service model while managing time, workflow, and follow-through
Fluency using digital advice, planning, and investment tools to deliver personalized recommendations
Ownership of end-to-end advice experience, from preparation through implementation
Adaptability and willingness to continuously learn as client needs evolve
Ability to engage clients virtually (via Zoom) as the default meeting format unless an alternative is requested by the client
Fidelity is not providing immigration sponsorship for this position.

The Value You Deliver

Lead thoughtful, consultative conversations to understand clients’ investment strategies and evolving planning needs
Strengthen client confidence in Fidelity Advisory Services through consistent, high-quality guidance and disciplined follow-through
Anticipate future needs and adapt advice as clients’ goals and life stages change
Introduce and position the right service model and resources to deepen the overall Fidelity relationship
Deliver personalized, end-to-end planning and advice for FAS-covered clients, including unified investment strategies, retirement savings and inidelity is come planning, college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.

How Your Work Impacts the Organization

Fidelity Advisory Services (FAS) is part of the Fidelity Wealth business and delivers team-based, personalized financial planning and advice. With Fidelity’s suite of planning tools and WPO, Advisors provide goal-based advice across all pillars of the WPO in addition to managed account expertise across investing, retirement and life events with planning tools and data-driven insights.

Through FAS, advisors take end-to-end ownership of the advice experience – from discovery through implementation and ongoing progress – helping clients make confident decisions, stay focused on a plan, and adapt as their needs evolve. The model is designed to deliver consistent, high-quality advice at scale, while preserving the personalization and care clients expect from Fidelity.

FPCs operate within a team-based, technology-enabled service model that supports efficient practice management, deeper client engagement, and long-term relationship growth. Fidelity invests in its advisors through industry-leading tools, training, and a culture grounded in inclusion, collaboration, and continuous improvement – ensuring advisors are supported as they deliver meaningful outcomes for the clients.

Our Investments in You

We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people, so our benefit programs are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments
Click here for a story about how we are helping our employee’s payback their student loan debt

We believe in being #DifferentTogether. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.

We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

Learn More: Dynamic Working

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Certified Financial Planner (CFP) - Issuing Authority, Life and Health Agent - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA

Category:

Sales

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply Now

Refine Your Search

investment banking jobs in providence ri

Financial Planning Consultant - Smithfield, RI

Wealth Management Associate

Investment Analyst - AI Trainer

Director of Finance

Relationship Banker I (Part-Time)

Wealth Management Trainee (MA)

Financial Services Professional - Hybrid Remote (RI)

Commercial Portfolio Manager II (C&I)

Commercial Portfolio Manager II (CRE)

Portfolio Manager II

Wealth Management Client Associate

Citizens Banker

Commercial Portfolio Manager (CRE)

Underwriter

Category Team Manager-Core Banking

Client Service Manager II - Clearing Client Management - Wealth Client Experience

Senior Brokerage Product Business Analyst, Alternative Investments

Relationship Banker I (US) - Johnston, RI

Manager: Business Analytics & Reporting

Wealth Management Associate

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