Financial Planning Advisor: End-to-End Guidance

Kappaalphapsi1911; Smithfield (RI); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Benefits at Fidelity Investments

Job summary

Kappaalphapsi1911 is seeking a Financial Planning Consultant in Smithfield, RI. The chosen candidate will deliver personalized financial planning and integrated financial solutions, serving a diverse client base.

This role requires strong communication skills and a minimum of 5 years in financial services. Applicants should be FINRA Series 7 licensed and a Certified Financial Planner (CFP) is preferred. The position offers a full-time work model with opportunities for growth in a supportive environment.

Qualifications

• Minimum of 5 years of financial services experience.
• FINRA Series 63 and 65 or Series 66 licenses required.
• Strong client relationship management abilities.

Responsibilities

• Deliver proactive and personalized financial planning.
• Guide clients in key financial priorities and strategies.
• Support clients with managed portfolios.

Skills

Strong written, verbal, & interpersonal communication skills

Practice Management and Operational Excellence

Fluency using digital advice tools

Education

Certified Financial Planner (CFP)

FINRA Series 7

Tools

Financial planning tools

Job description

Kappaalphapsi1911 is seeking a Financial Planning Consultant in Smithfield, RI. The chosen candidate will deliver personalized financial planning and integrated financial solutions, serving a diverse client base.

This role requires strong communication skills and a minimum of 5 years in financial services. Applicants should be FINRA Series 7 licensed and a Certified Financial Planner (CFP) is preferred. The position offers a full-time work model with opportunities for growth in a supportive environment.