Holistic Financial Planning Advisor

Fidelity Investments Inc.; Smithfield (RI); On-site; USD 90,000 - 130,000; Full time

Job summary

Fidelity Investments is seeking a Financial Planning Consultant to deliver proactive, personalized financial planning and integrated solutions for Fidelity Advisory Services clients in the Smithfield area. You will guide clients through retirement, investments, and holistic planning using Fidelity tools, supporting onboarding of new clients and ongoing advisory needs.

The role emphasizes FINRA licensing, CFP preferred, and strong relationship management in a team-based, technology-enabled

Qualifications

• FINRA licenses and CFP preferred advantageous
• Experience serving Fidelity Advisory Services clients
• Strong planning and advisory skills within a team-based, technology-enabled model

Responsibilities

• Deliver proactive, personalized financial planning and integrated solutions
• Onboard newly enrolled clients and support complex planning goals
• Guide clients across retirement, investments, and holistic portfolio strategy
• Engage clients virtually (via Zoom) or in person as needed

Skills

FINRA Series 7

FINRA 63/65/66

Insurance license

CFP preferred

5+ years experience

Planning mindset

FRM mastery

Practice management

Client relationships

Zoom meetings

Tools

Fidelity planning tools

Job description

Fidelity Investments is seeking a Financial Planning Consultant to deliver proactive, personalized financial planning and integrated solutions for Fidelity Advisory Services clients in the Smithfield area. You will guide clients through retirement, investments, and holistic planning using Fidelity tools, supporting onboarding of new clients and ongoing advisory needs.

The role emphasizes FINRA licensing, CFP preferred, and strong relationship management in a team-based, technology-enabled