Top 13 Cfa Jobs in Rhode Island

VP, Advanced Planning
Fidelity Investments —Rhode Island
- $118,000 - $226,000 a year
- Remote
- CPA
- 11+ years
- Office
- Loan repayment program
- Health insurance
Portfolio Manager II
Bank of America —Providence, RI
- $105,000 - $175,000 a year
- Full-time
- CPA
- Customer service
- Writing skills
Investment Operations Director, FIWA Investment Services
Fidelity Investments —Smithfield, RI
- $103,000 - $211,000 a year
- Full-time
- Research
- Office
- SQL
- Loan repayment program
- Health insurance
10d
Principal Systems Analyst
Fidelity Investments —Smithfield, RI
- $89,000 - $180,000 a year
- Full-time
- 6 years
- Computer Science
- Office
- Loan repayment program
- Health insurance
Business Evaluation Sr. Mngr
Brightstar Lottery —Providence, RI
- $90,746 - $200,000 a year
- Hybrid work
- CPA
- Finance
- Analysis skills
- Disability insurance
- Dental insurance
Wealth Management Associate
Equitable Advisors —Warwick, RI
- $33,400 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Personal Financial Counselor, Assignment Ready Counselor - Rhode Island
Magellan Health —Kingston, RI
- $58,440 - $93,500 a year
- Part-time
- Spanish
- English
- Mid-level
Business Valuation Manager
Kahn Litwin Renza —Providence, RI
- $120,000 - $140,000 a year
- Weekends as needed
- Microsoft Excel
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Warwick, RI
- $24,000 a year
- Bachelor's degree
- US work authorization
- Experience equivalent to degree accepted
- Employee stock purchase plan
- Disability insurance
Transaction Advisory Services Manager
Kahn Litwin Renza —Providence, RI
- $120,000 - $140,000 a year
- Weekends as needed
- Microsoft Excel
- CPA
- Office
- Health insurance
- Dental insurance
Quick Apply
VP, Head of Investment Accounting
Reinsurance Group of America —Rhode Island
- $180,220 - $268,400 a year
- Full-time
- Microsoft Word
- CPA
- 5 years
- Health insurance
8d
Mid-level M&A Deal Manager
IEI Advisors —United States
- $85,000 - $110,000 a year
- Full-time
- Mid-level
- Travel
- 2 years
- Health insurance
- Dental insurance
Quick Apply

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Portfolio Manager II
Bank of America —Providence, RI
Bachelor’s Degree or higher in Finance, Accounting, Economics or related field or equivalent financial services/business experience.
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VP, Advanced Planning

Fidelity Investments -
Rhode Island

Apply Now

Job Details

$118,000 - $226,000 a year

Benefits

Loan repayment program
Health insurance
Tuition reimbursement
Paid time off
Parental leave

Qualifications

Customer relationship building
Team leadership
Series 66
Income tax planning
Series 7
Team development
Managing financial planning clients
Customer engagement
Will preparation
Insurance planning
FINRA License
Experience practicing in the securities industry
Retirement planning advisory services

Full Job Description

Job Description:

The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors. The Advanced Planner leads a comprehensive financial and estate planning engagement leveraging various financial planning tools such as eMoney. In addition, the role is supported by an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center or Regional Center in the states of MA, RI, CT or NH.

The Expertise and Skills You Bring

Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP®
13-15+ years overall work experience with 7+ years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment
FINRA Series 7 and 66 obtained within 90-days of employment
Retirement, financial, investment, and insurance planning (required)
Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)
Ability to create and review financial plans using tools such as eMoney
Experienced in working with business owners, start-ups/Pre IPO companies a plus
Works independently and able to lead an assigned territory to drive High Net Worth client engagements
Effectively coaches, develops, and applies junior team members
Thrives in a team environment to provide an exceptional client planning experience
Communicates complex subjects clearly and effectively
Emotional intelligence to successfully bond with and communicate with clients and their advisors
Possesses a solution-oriented, client-first work ethic
Works independently, balances tasks, and prioritizes work to maintain efficiency
Maintains a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomes

Note: Fidelity is not providing immigration sponsorship for this position.

The Team

We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics

The base salary range for this position is $118,000-226,000 USD per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

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.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Refine Your Search

cfa jobs in rhode island

VP, Advanced Planning

Portfolio Manager II

Investment Operations Director, FIWA Investment Services

Principal Systems Analyst

Business Evaluation Sr. Mngr

Wealth Management Associate

Personal Financial Counselor, Assignment Ready Counselor - Rhode Island

Business Valuation Manager

Wealth Management Associate - Retirement Benefits Group

Transaction Advisory Services Manager

VP, Head of Investment Accounting

Mid-level M&A Deal Manager

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