Planning & Advice Associate Hybrid, Licensing & Training
Fidelity Investments
Fidelity Investments in Rhode Island seeks a Planning and Advice Associate to partner with workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and investment needs, and help clients navigate Fidelity’s products, services, and planning tools. Through a structured development path with training and licensing support, you will build relationships, planning and service-to-sales skills, while using Salesforce and internal #J-18808-Ljbffr Fidelity Investments
Vacancy posted 2 days ago
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