Top 2 Associate planner Jobs in Cranston, Ri

Planning and Advice Associate - Smithfield, RI
Fidelity Investments —Smithfield, RI
- Full-time
- Mid-level
- Office
- Communication skills
- Disability insurance
- Health insurance
Associate Buyer/Planner
Taco Family of Companies —Fall River, MA
- $18.56 - $24.13 an hour
- Full-time
- ERP systems
- Mid-level
- Office
- Tuition reimbursement
Quick Apply

More jobs to discover

Find similar jobs that you might be interested in.

Associate Buyer/Planner
Taco Family of Companies —Fall River, MA
Associate degree in Business or related field. Coordinates all shipping transactions from facility and completes all shipping transactions in the Enterprise…
$18.56 - $24.13 an hour
Quick Apply
Buyer/ Planner
Prysmian Group —Taunton, MA
Assist other depts with PO entry. Hazardous Waste review/signoff for Maintenance (requires DOT&MADEP & USEAP certified). Order office supplies for plant.
$49,140 - $93,073 a year

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Associate Operations Planner
Bath & Body Works —Reynoldsburg, OH
Bachelor’s degree in related field. Proficiency in PC based software tools (Microsoft Office Suite). Assist with portal transactions (partners with Inventory…
$56,000 - $80,300 a year
9d
Associate Merchandise Planner
Designer Brands Inc. —Columbus, OH
Working closely with Merchandising and cross-functional partners, you'll contribute to strategies that balance opportunity and risk while driving results across…

Show more jobs in cities nearby

I want to receive the latest job alert for associate planner in cranston, ri

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

associate planner jobs near cranston, ri

Team Leader, Planning & Advice jobs in Smithfield, RI

Senior Buyerplanner jobs in Billerica, MA

Senior Buyerplanner jobs in San Diego, CA

Senior Buyerplanner jobs in Arkansas

Senior Buyerplanner jobs in Lincolnshire, IL

Clean Team jobs in Toledo, OH

Team Leader, Planning & Advice jobs in Oklahoma City, OK

Team Leader, Planning & Advice jobs in Greenwood Village, CO

Assistant Dance Team Director jobs in Texas

Planning and Advice Associate - Smithfield, RI

Fidelity Investments -
Smithfield, RI

Apply Now

Job Details

Full-time

Benefits

Disability insurance
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
401(k) 7% Match
Parental leave
Vision insurance
401(k) matching
Loan assistance

Qualifications

Customer communication

Full Job Description

Job Description:

Planning and Advice Associate

As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity’s products, services, and planning tools. You will develop relationship‑building, planning, and service to sales skills through a structured development path with comprehensive training and licensing support.

Key Responsibilities

As part of the Planning and Advice inbound and outbound call team, you will start your journey in our multi-stage development to a career in planning and advice where you will build relationships with 401(k) workplace participants and/or personal investment clients through planning and advice conversations.
Guide clients using Fidelity’s planning tools, research, and investment solutions.
Handle inbound service and consultative calls; conduct outbound outreach through warm opportunities and/or appointments.
Introduce customers to appropriate business partners and set targeted planning appointments to help people create their path to financial well-being.
Discuss market trends, investment concepts, and financial planning strategies.
Manage and prioritize your day using Salesforce and internal systems.

Skills & Expertise

Strong client relationship and consultative experience.
Experience with inbound/outbound warm leads and customer engagement.
Interest or knowledge in financial services and retirement planning.
Strong communication, technology, and time‑management skills.
Ability and flexibility to work in a “hybrid” work setting, both at home and in office.
Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire

Licensing & Development

Paid support to obtain SIE, Series 7, and Series 66.
Tuition reimbursement available for future credentials.

Our Investments in You

Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.

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 (opens in a new tab)
Click here for a local news story about how we are helping our employees pay back their student loan debt (opens in a new tab)

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:

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

associate planner jobs in cranston, ri