Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Consultant - Providence, RI

Fidelity Investments

Fidelity will not provide immigration sponsorship for this position.Job Description:Note: Fidelity will not provide immigration sponsorship for this position.The RoleWorking in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Expertise and Skills You BringProven success in building relationships, uncovering needs, and recommending solutionsFINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hireAbility to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire oneAbility to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsCoachable, collaborative, and curious are key attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, takes initiative and exceeds customer expectationsExtensive knowledge of investment solutionsThe TeamFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!Fidelity’s Onsite Working ModelFidelity 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 - FINRACategory:SalesPlease 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.SummaryLocation: Providence, RIType: Full time

Vacancy posted 14 hours ago
Similar jobs that could be interesting for youBased on the Financial Consultant - Providence, RI in Providence, RI vacancy
  •  ...Relationship Banker - Providence - RI South Market Cranston, Rhode Island;Cranston, Rhode Island; Johnston, Rhode Island **To proceed with...  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Johnston, RI
    1 day ago
  •  ...Thrivent Financial AdvisorMeaningful work. Rewarding career.Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact... 
    Suggested

    Thrivent Financial for Lutherans

    Rumford, RI
    4 days ago
  • Job Description:Financial Planning ConsultantTo be eligible for consideration...  ...radius of the Smithfield RI Regional Center.Is it time to...  ...?The Financial Planning Consultant delivers proactive, personalized...  ...and solutions. Advisors will provide this support to a broad array... 
    Suggested
    Full time

    Fidelity Investments

    Smithfield, RI
    5 days ago
  • $25 - $26.77 per hour

     ...guided by a common purpose to help make financial lives better through the power of every connection...  ...day. Being a Great Place to Work and providing a culture of caring is core to how we...  ...Week: 40 Pay Transparency details US - RI - Central Falls - 375 BROAD ST - BROAD... 
    Suggested
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Central Falls, RI
    1 day ago
  • $32.25k

     ...Banking Center Relationship Banker 1, Cranston, RI Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact...  ..., N.A. The Relationship Banker I role will provide services for Banking Center customers and assist... 
    Suggested
    Hourly pay
    Full time
    Contract work
    Work experience placement
    Flexible hours
    Shift work
    Weekend work

    Santander Bank, N.a.

    Cranston, RI
    1 day ago
  • $32.25k - $51k

     ...Cranston, RISantander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into...  ...possibilities We Want to Talk to You!The Relationship Banker I role will provide services for Banking Center customers and assist the team in... 
    Hourly pay
    Full time
    Work experience placement
    Flexible hours
    Shift work
    Weekend work

    Santander

    Cranston, RI
    5 days ago
  • $32.25k

     ...Banking Center Relationship Banker 1, Warwick, RI Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact...  ..., N.A. The Relationship Banker I role will provide services for Banking Center customers and assist... 
    Flexible hours
    Shift work
    Weekend work

    Santander Bank, N.a.

    Warwick, RI
    5 days ago
  •  ...integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions...  ...) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with... 
    Work at office

    Td Waterhouse

    Johnston, RI
    3 days ago
  •  ...latest banking solutions and cutting-edge financial technology combined with friendly and...  .... Engage in clear, polite, consultative communication to understand and help clients...  ...client issues with attention to detail providing consistent client experience. ~ Operate... 
    Immediate start
    Afternoon shift

    JPMorgan Chase

    Cranston, RI
    1 day ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Providence, RI
    3 days ago
  • $125k

     ...Job Description Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another... 
    Full time
    Part time
    Work at office
    Immediate start

    New York Life - Rob Ward

    Providence, RI
    10 days ago
  • $110k - $135k

     ...Financial PlannerWashington Trust is seeking a motivated, client-focused Financial Planner...  ...experts.This position is based in Providence, RI, with hybrid flexibility.Key ResponsibilitiesSupport...  ...decisions through an educational and consultative approach.Collaborate with clients,... 
    Temporary work
    Work at office

    The Washington Trust Company

    Providence, RI
    4 days ago
  • $50 - $90 per hour

    AVER is seeking an experienced Federal Financials and Accounting Consultant to apply functional knowledge of Federals financials and/or accounting...  ...are the foundation of our success and are committed to providing meaningful work, competitive compensation, and a supportive... 
    Hourly pay
    Remote work

    Jobrapido

    Providence, RI
    3 days ago
  •  ...Investment Manager / Advisory Team Lead who wants to build more than a traditional AUM practice. Our client provides advisors with an integrated financial services platform designed to help them grow their business, serve clients across multiple financial needs,... 
    Remote work

    BrokerHunter

    Providence, RI
    2 days ago
  • $65k - $85k

     ...National Financial Solutions Advisor (NFSA I)At Bank of America, we...  ...collaborate with business partners to provide deliver the full power of the...  ...knowledge by using a defined consultative approach with clients to...  ...Pay Transparency detailsUS - RI - Lincoln - 670 George... 
    Work at office
    Day shift

    Bank of America

    Lincoln, RI
    1 day ago
  • $150k

     ...Position: Financial Advisor Locations: Phoenix, AZ | Denver, CO | Remote​ About AQI Gallacher Capital (GC) dba Forward...  ...a true fiduciary, we align our interests with our clients by providing personalized financial planning and access to institutional investment... 
    Work at office
    Remote work

    AQI Services LLC

    Providence, RI
    3 days ago
  • $75k - $150k

     ...Powerwell is a leading recruitment firm helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Cleveland, OH region and will be allowed to work remote. Summary: As a Financial Consultant, you... 
    Remote work

    Powerwell

    Providence, RI
    2 days ago
  •  ...opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become...  ..., you'll empower our members by providing personalized financial advice and...  ...& Relationship Building: Follow a consultative sales approach to build and manage a strong... 
    Full time
    Contract work
    Work at office
    Remote work
    Monday to Friday

    Cetera Financial Group

    Providence, RI
    1 day ago
  •  ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds...  ...a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families... 
    Local area

    Modern Woodmen

    Providence, RI
    1 day ago
  • $117k - $153k

     ...Risk & OversightLocation: Boston, MA, United States; Johnston, RI, United States; Westwood, MA, United StatesSchedule: Full time,...  ...business partners to drive meaningful reductions in risk. You will provide and direct complex analysis on product and customer strategies... 
    Full time
    Local area
    Flexible hours

    Citizens Financial Group

    Johnston, RI
    5 days ago
  • $90k - $110k

     ...OversightLocation: Boston, MA, United States; Johnston, RI, United StatesSchedule: Full time, 1...  ...processes and control frameworks while providing actionable insight into control...  ...business lines offering a wide variety of financial services products and services, with particular... 
    Full time
    Local area
    Visa sponsorship
    Flexible hours

    Citizens Financial Group

    Johnston, RI
    5 days ago
  •  ...specific work location. Location: Cranston, RI Purpose/Objective The Teller...  ...point of contact for customers, processing financial transactions efficiently and accurately...  ...Accountabilities Customer Relationship Management Provide an outstanding customer experience at all... 
    Work at office
    Flexible hours

    Beacon-Bank

    Cranston, RI
    4 days ago
  •  ...position will cover branches located in Providence, East Providence, North Providence and Warwick...  ..., Coastal1 has 19 branches throughout RI and MA, including Bristol, Cranston (2),...  ...committed to helping members achieve their financial goals. Coastal1 Credit Union is committed... 
    Work at office

    Coastal1 Credit Union

    Pawtucket, RI
    4 days ago
  • $29.25k - $45k

     ..., Warwick, RISantander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest...  ...with various financial needs and processing transactions. You provide exceptional customer service, resolve concerns, minimize risk,... 
    Hourly pay
    Part time
    Work experience placement
    Work at office
    Afternoon shift

    Santander

    Warwick, RI
    4 days ago
  •  ...trusted and rapidly growing national mortgage lender, is looking for a Mortgage Loan Processor to join our headquarters team in Providence, RI. This is an exciting opportunity to thrive in a fast-paced, collaborative environment where your expertise will make a direct... 
    Full time
    Work at office
    Remote work

    Semper Home Loans

    Providence, RI
    1 day ago
  • $22 - $29 per hour

     ....50 - $29.00 USD TD is committed to providing fair and equitable compensation opportunities...  ...to help them confidently achieve their financial goals by delivering personalized...  ...deepening client relationships through consultative engagement strong product knowledge and... 
    Full time
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank

    Cranston, RI
    12 days ago
  •  ...latest banking solutions and cutting-edge financial technology combined with friendly and...  ....  Engage in clear, polite, consultative communication to understand and help clients...  ...client issues with attention to detail – providing consistent client experience.   ~ Operate... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Cranston, RI
    8 days ago
  • $75 per hour

     ...the confidentiality and security of sensitive borrower documents. Provide exceptional customer service and professional communication with...  ...How much does a notary signing agent make in Central Falls, RI? Notary signing agents working with Certified Mobile Notary Service... 
    Contract work
    Remote work
    Home office
    Flexible hours

    Certified Mobile Notary Service

    Central Falls, RI
    1 day ago
  • $20.5 - $24 per hour

     ...Customer Service Rep Pawtucket, RI, US 3 days ago Requisition...  ...in 1846, is a full-service financial institution offering commercial...  ...of the teller staff. Provides feedback to Manager and Assistant...  ...established guidelines and practices. Consults with Executive management... 
    Hourly pay
    Full time
    Work at office
    Local area
    Flexible hours
    Weekend work

    Bristol County Savings Bank

    Pawtucket, RI
    2 days ago
  • Join to apply for the Financial Aid Counselor role at Inside Higher Ed Brown University To view the full job posting and apply for this...  ...a team. Ability to make confident, independent decisions that provide prompt, high-quality service to students and other stakeholders... 
    Work at office

    Inside Higher Ed

    Providence, RI
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant - Providence, RI. Be the first to apply!