Top 44 Planning consultant 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
4d
Vice President, Executive Planning Consultant - Northeast Market
Fidelity Investments —Rhode Island
- $96,000 - $210,000 a year
- Full-time
- Up to 50% travel
- Bachelor's degree
- Travel
- Loan repayment program
- Tuition reimbursement
4d
Franchise Business Consultant - Dunkin'(Eastern CT/Central RI Remote)
Dunkin' —Providence, RI
- $94,645 - $185,786 a year
- Full-time
- Remote
- Sales
- High school diploma or GED
- Supervising experience
Quick Apply
3d
Corporate Strategy Consulting Associate
CSAA Insurance Services, Inc. —Pawtucket, RI
- $129,825 - $173,150 a year
- Full-time
- Remote
- Microsoft Excel
- Mid-level
- High school diploma or GED
- 401(k) matching
2d
Financial Planning Consultant - Smithfield, RI
Fidelity Investments —Smithfield, RI
- Full-time
- Customer service
- Residential
- Senior level
Investment Management Consultant II - Smithfield
Fidelity Investments —Smithfield, RI
- Full-time
- Mid-level
- Office
- Bachelor's degree
Senior Manager Business Consultant (IC)
CVS Health —Rhode Island
- $67,900 - $199,144 a year
- Full-time
- Remote
- 5 years
- Master's degree
- SQL
- Health insurance
- Dental insurance
IT Support Consultant
Brown University —Providence, RI
- Full-time
- Hybrid work
- School experience
- Mid-level
- Windows
- Paid holidays
- Health insurance
8d
Development Consultant
Citizens Financial Group —Johnston, RI
- $164,000 - $214,000 a year
- Full-time
- Background check
- Master's degree
- Analysis skills
- Health insurance
- Dental insurance
9h
Manager, Strategic Initiatives
Fidelity Investments —Smithfield, RI
- Full-time
- Mid-level
- Office
- 3 years
Manager, Medicaid Value-Based Care Operations
CVS Health —Providence, RI
- $54,300 - $159,120 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
8d
Sr. Consultant Fire Protection
Jensen Hughes —Warwick, RI
- $140,000 - $160,000 a year
- Remote
- System design
- 8 years
- Senior level
Vice President, Advisory Consulting
Osaic —Rhode Island
- $140,000 - $175,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Health insurance
- Dental insurance
Support Director Consultant - Vermont
BNI Global LLC —Rhode Island
- Part-time
- Remote
- Mid-level
- High school diploma or GED
- Driver's License
Quick Apply
Regional Business Development Leader - Water, Environment Consulting Services
Woodard & Curran —Providence, RI
- $175,000 - $275,000 a year
- Full-time
- Hybrid work
- 11+ years
- Bachelor's degree
- Travel
- Work from home
Quick Apply
10d
Leasing Consultant (NE2024LC100)
Blue Castle Agency —Providence, RI
- $50,000 - $70,000 a year
- Full-time
- Customer service
- Communication skills
- Entry level
- Dental insurance
- Vision insurance
Quick Apply
District Reading Consultant/Specialist (LOA)
Chariho Regional School District —Wood River Junction, RI
- Full-time
- English
- Mid-level
- Public school
1d
Regional Dietary Consultant
OnTray —Rhode Island
- Full-time
- Nursing home
- Mid-level
- Team management
Quick Apply
Workday Adaptive Planning Senior
Baker Tilly Advisory Group, LP —Providence, RI
- Full-time
- ERP systems
- Finance
- SQL
Quick Apply
5d
Hospice Care Consultant
AccentCare, Inc. —Providence, RI
- $80,000 - $110,000 a year
- Full-time
- Skilled nursing facility
- Hospital
- 5 years
- Health savings account
- Paid holidays
Quick Apply

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planning consultant jobs near rhode island

Executive Planning Consultant I - Remote

Fidelity Investments -
Rhode Island

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Job Details

Full-time
$79,000 - $153,000 a year
4 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

planning consultant jobs in rhode island

Executive Planning Consultant I - Remote

Vice President, Executive Planning Consultant - Northeast Market

Franchise Business Consultant - Dunkin'(Eastern CT/Central RI Remote)

Corporate Strategy Consulting Associate

Financial Planning Consultant - Smithfield, RI

Investment Management Consultant II - Smithfield

Senior Manager Business Consultant (IC)

IT Support Consultant

Development Consultant

Manager, Strategic Initiatives

Manager, Medicaid Value-Based Care Operations

Sr. Consultant Fire Protection

Vice President, Advisory Consulting

Support Director Consultant - Vermont

Regional Business Development Leader - Water, Environment Consulting Services

Leasing Consultant (NE2024LC100)

District Reading Consultant/Specialist (LOA)

Regional Dietary Consultant

Workday Adaptive Planning Senior

Hospice Care Consultant

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