Top 57 Financial advisor Jobs in Rhode Island

Fidelity’s Licensing Accelerator Program (SIE®) - Smithfield, RI
Fidelity Investments —Smithfield, RI
- Full-time
- Entry level
Investment Management Consultant II - Smithfield
Fidelity Investments —Smithfield, RI
- Full-time
- Mid-level
- Office
- Bachelor's degree
Financial Advisor
New York Life —Johnston, RI
- $50,000 - $100,966 a year
- Full-time
- Spanish
- Sales
- No experience needed
- 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
Personal Financial Counselor, Assignment Ready Counselor - Rhode Island
Magellan Health —Kingston, RI
- $58,440 - $93,500 a year
- Part-time
- Spanish
- English
- Mid-level
VP, Advanced Planning
Fidelity Investments —Rhode Island
- $118,000 - $226,000 a year
- Remote
- CPA
- 11+ years
- Office
- Loan repayment program
- Tuition reimbursement
Financial Planning Consultant - Smithfield, RI
Fidelity Investments —Smithfield, RI
- Full-time
- Customer service
- Residential
- Senior level
Trust Officer II
Bank of America —Providence, RI
- $91,300 - $131,000 a year
- Full-time
- CPA
- Mid-level
- Office
National Financial Solutions Advisor I (Series 7 Required)
Bank of America —Riverside, RI
- $65,000 - $85,000 a year
- Full-time
- Writing skills
- Bachelor's degree
- Computer skills
- Opportunities for advancement
Principal Systems Analyst
Fidelity Investments —Smithfield, RI
- $89,000 - $180,000 a year
- Full-time
- 6 years
- Computer Science
- Office
- Loan repayment program
- Tuition reimbursement
Voya Financial Professional – Registered Representative
Voya Financial Advisors —Warwick, RI
- Full-time
- Hybrid work
- Mid-level
- 403(b)
Team Leader, Client Services
Fidelity Investments —Smithfield, RI
- Full-time
- Office
- Mentoring
- Financial services
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Bank of America —Riverside, RI
- $26.92 - $29.33 an hour
- Full-time
- Computer literacy
- Writing skills
- Office
Voya Financial Advisors Warwick
Voya Financial Advisors —Providence, RI
- Full-time
- Mid-level
- 403(b)
Vice President, Advisory Consulting
Osaic —Rhode Island
- $140,000 - $175,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Health insurance
- Dental insurance
7d
Fast Track Insurance Partner
New York Life - Rob Ward —Providence, RI
- $150,000 a year
- Office
- Recruiting
- Entry level
- Tuition reimbursement
- Life insurance
Quick Apply
9d
Financial Service Professional
New York Life - Rob Ward —Providence, RI
- $125,000 a year
- Full-time
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
9d
Wealth Management Associate
Equitable Advisors —Warwick, RI
- $33,400 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Financial Advisor
First Command Financial Services, Inc. —Newport, RI
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Investment Sales Associate
Beacon Bank —Providence, RI
- $52,000 - $90,498 a year
- Writing skills
- Mid-level
- Office

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financial advisor jobs near rhode island

Fidelity’s Licensing Accelerator Program (SIE®) - Smithfield, RI

Fidelity Investments -
Smithfield, RI

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Job Details

Full-time

Qualifications

Entry level

Full Job Description

Job Description:

Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?

Whether you are finishing your schooling or thinking about changing careers, Fidelity’s Licensing Accelerator Program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE® Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals. The SIE® is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines.

Our Licensing Accelerator Program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity’s LAP program, you will not be employed with Fidelity and you will not perform any work for Fidelity.

What to expect…

As a Fidelity Licensing Accelerator Program participant, you’ll be given the opportunity to prepare and sit for the SIE® exam as we invest in you

Fidelity will pay for the study materials and exam fee for you to sit for the Securities Industry Essentials® Exam.
You will experience opportunities for engagement at various key milestones throughout the program and have access to a personalized portal for study software and Fidelity resources.
Throughout the program, you’ll have the ability to learn more about career opportunities at Fidelity, hear directly from associates and leaders, and see the culture from within.
Upon successful completion of the program, our skilled recruiters will partner with you on applying to our full-time Customer Relationship Advocate role where you can complete the Series 7 and other licenses and begin your career journey with Fidelity.

Advantages of Fidelity’s LAP journey…

You are learning. An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity’s licensing partners.

You can explore. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you!

You get exposure. Understand what our culture is like and the impact we have in our communities and regions.

You are growing. From week one in the program, receive the support and structure to help you prepare for the SIE® exam & explore a future at Fidelity.

Our LAP program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity’s Licensing Accelerator program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE® while also allowing you to learn more about what a future career with Fidelity will look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program.

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:

Category:

Customer Service

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.

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Refine Your Search

financial advisor jobs in rhode island

Fidelity’s Licensing Accelerator Program (SIE®) - Smithfield, RI

Investment Management Consultant II - Smithfield

Financial Advisor

Wealth Management Trainee (RI)

Personal Financial Counselor, Assignment Ready Counselor - Rhode Island

VP, Advanced Planning

Financial Planning Consultant - Smithfield, RI

Trust Officer II

National Financial Solutions Advisor I (Series 7 Required)

Principal Systems Analyst

Voya Financial Professional – Registered Representative

Team Leader, Client Services

Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)

Voya Financial Advisors Warwick

Vice President, Advisory Consulting

Fast Track Insurance Partner

Financial Service Professional

Wealth Management Associate

Financial Advisor

Investment Sales Associate

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