Top 322 Financial Jobs in Rhode Island

Executive Planning Consultant I - Remote
Fidelity Investments —Rhode Island
- $79,000 - $153,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Travel
- Loan repayment program
- Tuition reimbursement
5d
Regional Controller
US Dock & Door —Warwick, RI
- $110,000 - $130,000 a year
- Full-time
- Hybrid work
- Background check
- 7 years
- Microsoft Excel
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor - Providence, RI
Florida Financial Advisors —Cranston, RI
- From $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Dental insurance
Quick Apply
Commercial Senior Appraiser
Vision Government Solutions Inc —Providence, RI
- $50,000 - $85,000 a year
- Full-time
- Microsoft Excel
- Management
- 5 years
- Mileage reimbursement
- Paid holidays
Senior Underwriting Specialist
FM —Johnston, RI
- $120,400 - $203,175 a year
- Full-time
- 5 years
- Engineering
- Office
- Referral program
1d
Assistant Vice President High-Hazard Underwriting Occupancy Specialist - Emerging Risks - Data Centers, Power Generation, Pulp & Paper, Construction
FM —Johnston, RI
- $134,080 - $192,700 a year
- Full-time
- Research
- Office
- Analysis skills
- 401(k)
- Tuition reimbursement
Underwriter
Heritage Insurance —Johnston, RI
- $65,000 - $82,500 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Financial Aid Advisor
Lincoln Tech —Lincoln, RI
- $21 - $25 an hour
- Full-time
- University
- Data entry
- Experience equivalent to degree accepted
- Paid holidays
- Disability insurance
Quick Apply
Mortgage Underwriter
Lendsure Mortgage —Warwick, RI
- $68,500 - $90,000 a year
- Full-time
- Mid-level
- Office
- Computer skills
- Health savings account
- Health insurance
Quick Apply
11d
Remote Financial Accountant - AI Trainer
DataAnnotation —Providence, RI
- $50 - $100 an hour
- Part-time
- Remote
- Mid-level
- Master's degree
- Bachelor's degree
Quick Apply
Field Appraiser - RI
Vision Government Solutions Inc —Providence, RI
- $17 - $20 an hour
- Full-time
- Ability to walk for extended periods
- Ability to climb stairs
- Driver's License
- Mileage reimbursement
- Paid holidays
Financial Operations Analyst
Abacus Health Solutions —Cranston, RI
- $75,000 - $85,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Research
- Health insurance
- Dental insurance
Quick Apply
Automotive Finance Manager *Experience Only*
Confidential —East Providence, RI
- $125,000 - $300,000 a year
- Full-time
- Dealership
- Mid-level
- 3 years
- Paid holidays
- Health insurance
Quick Apply
5d
Financial Advisor
First Command —Newport, RI
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
1d
Finance Manager
Tasca Automotive Group —Cranston, RI
- Up to $150,000 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Health insurance
- Dental insurance
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
Automotive Finance Manager
Tasca Automotive Group —Woonsocket, RI
- Full-time
- Background check
- Dealership
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Trainee (RI)
Bankers Life —Providence, RI
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Controller
Adecco —Providence, RI
- $130,000 - $170,000 a year
- 5 years
- Bachelor of Science
- Analysis skills
Quick Apply
3d
Financial Customer Associate - Bilingual- Smithfield
Fidelity Investments —Smithfield, RI
- 8 hour shift
- Bilingual
- Office
- High school diploma or GED
- 401(k)
1d

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Executive Planning Consultant I - Remote

Fidelity Investments -
Rhode Island

Apply Now

Job Details

Full-time
$79,000 - $153,000 a year
5 days ago

Benefits

Loan repayment program
Tuition reimbursement
Paid time off
Parental leave

Qualifications

Series 66
Series 7
Experience practicing in the securities industry

Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Executive Planning Consultant I (EPC I) provides financial planning and guidance to Fidelity’s Workplace Investing executive clients and operates within Fidelity’s Personal Investing business unit. In this role, you will leverage your planning expertise and relationship management skills to deliver comprehensive wealth planning solutions tailored to executive clients’ needs.

The EPC I is responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients. Serving as a primary financial planning resource, you will support executives who typically have $3 million or less in combined workplace and retail assets, focusing on less complex planning needs such as college funding, savings strategies, and early retirement planning.

As an integral member of a collaborative team that includes Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other Executive Services professionals, you will help deliver a seamless client experience. You will also partner with Vice President, Executive Planning Consultants to refer executives with higher asset levels or more sophisticated planning needs requiring advanced wealth management strategies.

The Expertise and Skills You Bring

Series 7 and 66 licenses required.
Insurance license required or ability to obtain within 6 months of hire.
Bachelor’s degree or equivalent experience preferred
CFP (Certified Financial Planner) designation encouraged.
CEP (Certified Equity Professional) designation encouraged.
Experience working with executives and employee benefit plans.
Demonstrated ability to understand clients’ unique financial situations and recommend appropriate solutions.
Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning.
Ability to integrate Fidelity’s planning, guidance, and service technology while navigating complex regulatory and licensing requirements.
Excellent written, verbal, and interpersonal communication skills.
Exceptional presentation skills in both one-on-one and group settings.
Strategic thinking with the ability to influence executive decision-making.
Strong practice, territory, and project management skills with a track record of effective execution.
Manage and deepen relationships with executives, providing ongoing guidance and mentorship.
Deliver sophisticated financial planning, retirement income, investment strategy, and product recommendations tailored to executive clients.
Incorporate executive benefits and plan provisions into comprehensive financial plans.
Build and grow a book of business through referrals, seminars, and workplace-sponsored events.
Identify, pursue, and follow up on opportunities to gather additional client assets.
Demonstrate Fidelity products and services to meet executive needs and drive client engagement and conversion.
Develop an understanding of client companies’ cultures, executive populations, and benefit plans to help clients understand the financial impact of benefit changes.
Meet the immediate and long-term needs of executives through client-centered advice, planning, and guidance.
Travel up to 25% as needed

The Team

We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.

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.

The base salary range for this position is $79,000-153,000 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:

Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA

Refine Your Search

financial jobs in rhode island

Executive Planning Consultant I - Remote

Regional Controller

Financial Advisor - Providence, RI

Commercial Senior Appraiser

Senior Underwriting Specialist

Assistant Vice President High-Hazard Underwriting Occupancy Specialist - Emerging Risks - Data Centers, Power Generation, Pulp & Paper, Construction

Underwriter

Financial Aid Advisor

Mortgage Underwriter

Remote Financial Accountant - AI Trainer

Field Appraiser - RI

Financial Operations Analyst

Automotive Finance Manager Experience Only

Financial Advisor

Finance Manager

Financial Services Professional - Hybrid Remote (RI)

Automotive Finance Manager

Wealth Management Trainee (RI)

Controller

Financial Customer Associate - Bilingual- Smithfield

I want to receive the latest job alert for financial in rhode island

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