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Investment Advisor Associate Jobs in Rhode Island

Berkshire Bank

Investment Sales Associate

Providence, RI · On-site

$52K - $90K/yr

The Investment Sales Associate supports financial advisors in delivering exceptional client service, executing transactions, and expanding client relationships. The ideal candidate is proactive ...

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All JobsInvestment Advisor Associate JobsInvestment Advisor Associate Jobs in Rhode Island

Investment Advisor Associate information

See Rhode Island salary details

$37.7K

$65.8K

$110.2K

How much do investment advisor associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for investment advisor associate in Rhode Island is $65,768.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,200.00 and $80,800.00 per year, depending on experience, location, and employer.

What is an investment advisor associate?

Investment Advisor Associates are financial professionals who support investment advisors or financial advisors in managing client portfolios, conducting research, and providing financial planning services. They often help with preparing reports, communicating with clients, and implementing investment strategies under the supervision of a senior advisor. This role is typically an entry- to mid-level position and can serve as a stepping stone to becoming a fully licensed investment advisor. Investment Advisor Associates may also assist in client onboarding, compliance, and administrative duties. Their goal is to help clients achieve their financial objectives while gaining experience in the wealth management industry.

How does an investment advisor associate typically collaborate with senior advisors and clients?

Investment Advisor Associates often work closely with senior advisors by preparing client presentations, conducting market research, and assisting in the development of tailored investment strategies. They frequently participate in client meetings, helping to address client questions and support relationship management. This collaborative environment provides valuable exposure to client-facing responsibilities and mentorship from experienced advisors, enabling associates to build their skills and advance within the firm.

What are the key skills and qualifications needed to thrive as an investment advisor associate, and why are they important?

To thrive as an Investment Advisor Associate, you need a solid understanding of financial markets, investment strategies, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with portfolio management software, financial planning tools, and relevant certifications such as the Series 7 or Series 66 licenses is typically required. Strong interpersonal skills, attention to detail, and effective communication help build client trust and support team collaboration. These competencies are crucial for delivering sound financial advice, maintaining compliance, and fostering long-term client relationships.

What is the difference between Investment Advisor Associate vs Financial Advisor?

AspectInvestment Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; relevant FINRA certificationsSeries 7, 66, or 65 licenses; CFP or other certifications often preferred
Work EnvironmentSupport role within investment firms, assisting advisors and clientsClient-facing role providing personalized financial planning and investment advice
Employer & Industry UsageFinancial services firms, investment advisory firmsIndependent or firm-based financial planning practices, banks, wealth management

While both roles require similar licenses and work within the financial industry, Investment Advisor Associates primarily support senior advisors and handle administrative tasks, whereas Financial Advisors directly engage with clients to develop personalized financial plans and investment strategies.

What are popular job titles related to Investment Advisor Associate jobs in Rhode Island?

For Investment Advisor Associate jobs in Rhode Island, the most frequently searched job titles are:

What job categories do people searching Investment Advisor Associate jobs in Rhode Island look for?

The top searched job categories for Investment Advisor Associate jobs in Rhode Island are:

What cities in Rhode Island are hiring for Investment Advisor Associate jobs?

Cities in Rhode Island with the most Investment Advisor Associate job openings:

Investment Advisor Associate jobs near you
Infographic showing various Investment Advisor Associate job openings in Rhode Island as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 29% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $65,768 per year, or $31.6 per hour.

2027 Undergraduate - Investment Sales Development Program

Fidelity Investments

Smithfield, RI • On-site

Full-time

Posted 7 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

16th of 150 rated financial services

Job description


Investment Sales Development Program
Note: Fidelity will not provide immigration sponsorship for this position
Use your people skills and desire to learn about the financial services industry to make a difference at Fidelity. Join our Investment Sales Development Program (ISDP), a dynamic career development program where you will make a meaningful impact by working directly with financial advisors as part of the Fidelity Institutional (FI) Intermediary Investment Client Group team.
You will begin your journey as an Investment Sales Associate (ISA) where you will start to build your skills and product knowledge within a supportive high-energy and collaborative team environment. Throughout the 12-18-month duration, you will receive continual support and guidance to attain required securities licenses (Series 7 & 63), product knowledge, and relationship-building skills as you work toward developing a successful sales career at Fidelity.
The Qualities We're Looking For
  • Bachelor's degree
  • Commitment to growing your technical knowledge of the financial industry
  • Passion for capital markets and investment products
  • Aptitude and dedication for continuous learning and self-improvement
  • Team player, confident, and self-motivated
  • Excellent communicator, excited to engage clients
  • Appreciate the challenge of working in a goal and results-oriented environment

The Purpose of Your Role
As an Investment Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and video conference to provide valuable market insights, investment product overviews, and portfolio construction ideas that will help financial advisors achieve their clients' financial goals.
Throughout the program, you will continue to grow your foundational knowledge of the financial industry and build your consultative selling skills:
  • Capital Markets and Investment Product Knowledge
  • Sales Process and Territory Management
  • Consultative Presentation Capabilities
  • Financial Advisor and Intermediary Segment Landscape

The Investment Sales Development Program is a multi-year career development program with three distinct phases to help you grow your foundational knowledge of the financial industry while developing critical sales skills. In each phase, you will be working with our intermediary clients (financial advisors) to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotions, based on how well you demonstrate core competencies.
The three phases within the ISDP include:
1) Licensing & Training - Master the essentials and support financial advisor investment product inquiries.
2) Client Engagement - Initiate new client relationships and uncover sales opportunities.
3) Territory Ownership - Collaborate with an external sales partner to drive investment product sales.
Your career path begins as an Investment Sales Associate (ISA) and progresses to Regional Investment Consultant (RIC) and Senior Regional Investment Consultant (Sr. RIC). The journey can ultimately lead you to a leadership role or one where you are responsible for sales within your own assigned territory. At Fidelity, you'll find opportunities to grow your career along a path that aligns with your goals.
The Skills You Bring
  • Strong communication skills
  • Curiosity, a learner mindset, and the drive to develop an extensive skill set
  • Ability to develop technical depth in financial markets and investment products
  • Contributing member of a competitive, collaborative, and energized team
  • Organized, with ability to multitask, prioritize, and adjust to change
  • Proven capability to be proactive and demonstrate initiative
  • Receptive to feedback and coaching
  • Thrive in a team-based sales environment
  • Take initiative and strive to exceed expectations

The Value You Deliver
  • You provide valuable market insights, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors helping their clients achieve financial independence
  • You support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices
  • Throughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, and support our culture of inclusivity

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.
Certifications:
Category:
Sales
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.

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