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Workplace Planning Associate Jobs in Rhode Island

Wireless Vision

Retail Associate Manager

Westerly, RI · On-site

$16.80/hr

Active participation in the planning and execution of store meetings to prepare for launches and ... a Drug Free Workplace and engages in preventative practices suggested by CDC guidelines as it ...

Wireless Vision

Retail Associate Manager

Westerly, RI

$16.80/hr

Active participation in the planning and execution of store meetings to prepare for launches and ... a Drug Free Workplace and engages in preventative practices suggested by CDC guidelines as it ...

Wireless Vision

Retail Associate Manager

Westerly, RI · On-site

$16.80/hr

Active participation in the planning and execution of store meetings to prepare for launches and ... a Drug Free Workplace and engages in preventative practices suggested by CDC guidelines as it ...

Brookdale Hockessin

RN

Coventry, RI · On-site

$39 - $44.23/hr

Why Brookdale Centre of New England? * Associate Appreciation Group - For You: A monthly ... planning, implementation and evaluation) in ensuring overall resident care. * RN License is ...

Brookdale Senior Living, Inc.

RN

Coventry, RI · On-site

$39 - $44.23/hr

Associate Appreciation Group - For You: A monthly appreciation programs and activities group driven ... planning, implementation and evaluation) in ensuring overall resident care. * RN License is ...

Children's Friend

Teacher Assistant

Providence, RI · On-site

$16 - $17/hr

What You'll Do: * Assist the classroom teacher in planning and implementing developmentally ... TA III: Associate's degree in Early Childhood Education (or related field) required. Starting at ...

Children's Friend

Teacher Assistant

Providence, RI · On-site

$16 - $17/hr

What You'll Do: * Assist the classroom teacher in planning and implementing developmentally ... TA III: Associate's degree in Early Childhood Education (or related field) required. Starting at ...

Children's Friend

Teacher Assistant

Providence, RI · On-site

$16 - $17/hr

What You'll Do: * Assist the classroom teacher in planning and implementing developmentally ... TA III: Associate's degree in Early Childhood Education (or related field) required. Starting at ...

Children's Friend

Teacher Assistant

Pawtucket, RI · On-site

$16 - $17/hr

What You'll Do: * Assist the classroom teacher in planning and implementing developmentally ... TA III: Associate's degree in Early Childhood Education (or related field) required. Starting at ...

Children's Friend

Teacher Assistant

Providence, RI · On-site

$16 - $17/hr

What You'll Do: * Assist the classroom teacher in planning and implementing developmentally ... TA III: Associate's degree in Early Childhood Education (or related field) required. Starting at ...

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Showing results 1-20

All JobsWorkplace Planning Associate JobsWorkplace Planning Associate Jobs in Rhode Island

Workplace Planning Associate information

See Rhode Island salary details

$37.7K

$76.7K

$105.8K

How much do workplace planning associate jobs pay per year?

As of Aug 20, 2026, the average yearly pay for workplace planning associate in Rhode Island is $76,663.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,700.00 and $89,600.00 per year, depending on experience, location, and employer.

What does a Workplace Planning Associate do?

A Workplace Planning Associate typically helps employees and organizations with financial planning, retirement benefits, and navigating workplace savings plans like 401(k)s. They provide guidance and support to individuals regarding their investment options, plan features, and account management. Their role often involves answering questions, conducting consultations, and helping clients make informed decisions about their financial futures. Workplace Planning Associates may also collaborate with HR departments to ensure employees understand and maximize their benefits. This position requires strong communication skills and a solid understanding of financial products and regulations.

What are the key skills and qualifications needed to thrive as a Workplace Planning Associate?

To thrive as a Workplace Planning Associate, you need strong analytical skills, familiarity with workforce management concepts, and a bachelor's degree in business, human resources, or a related field. Proficiency in HRIS platforms, Excel, and workforce planning software is commonly required. Excellent communication, problem-solving, and organizational abilities help you collaborate effectively and adapt to changing business needs. These skills and qualities are crucial for optimizing staffing strategies and ensuring organizational efficiency.

How does a Workplace Planning Associate typically collaborate with other departments to ensure smooth workforce operations?

As a Workplace Planning Associate, you will frequently work cross-functionally with HR, facilities management, and department leaders to align staffing needs with organizational objectives. Collaboration often involves coordinating schedules, analyzing workforce data, and communicating policy changes to ensure resources are allocated efficiently. Building strong relationships and maintaining open lines of communication are essential, as you'll help anticipate and resolve staffing challenges while supporting overall workplace productivity.

What is the difference between Workplace Planning Associate vs Workplace Coordinator?

AspectWorkplace Planning AssociateWorkplace Coordinator
Required CredentialsTypically a bachelor's degree in facilities management, business, or related fieldOften a high school diploma or associate degree, with some roles preferring relevant certifications
Work EnvironmentOffice settings, corporate facilities, planning departmentsOffice environments, event spaces, facilities management teams
Employer & Industry UsageUsed in corporate, government, and large organizations for strategic planningCommon in corporate and event management sectors for daily operations
Common Search & Comparison IntentUnderstanding strategic planning roles in workplace environmentsLearning about operational and logistical coordination roles

The Workplace Planning Associate focuses on strategic planning and optimizing workspace utilization, often working on long-term projects. In contrast, the Workplace Coordinator handles daily operations, scheduling, and logistical support to ensure smooth workplace functioning. Both roles are essential in maintaining efficient work environments but differ mainly in scope and focus.

What cities in Rhode Island are hiring for Workplace Planning Associate jobs?

Cities in Rhode Island with the most Workplace Planning Associate job openings:

Workplace Planning Associate jobs near you

Planning and Advice Associate - Smithfield, RI

Fidelity Investments

Smithfield, RI • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 19 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 151 rated financial services

Job description


Planning and Advice Associate
As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity's products, services, and planning tools. You will develop relationship-building, planning, and service to sales skills through a structured development path with comprehensive training and licensing support.
Key Responsibilities
  • As part of the Planning and Advice inbound and outbound call team, you will start your journey in our multi-stage development to a career in planning and advice where you will build relationships with 401(k) workplace participants and/or personal investment clients through planning and advice conversations.
  • Guide clients using Fidelity's planning tools, research, and investment solutions.
  • Handle inbound service and consultative calls; conduct outbound outreach through warm opportunities and/or appointments.
  • Introduce customers to appropriate business partners and set targeted planning appointments to help people create their path to financial well-being.
  • Discuss market trends, investment concepts, and financial planning strategies.
  • Manage and prioritize your day using Salesforce and internal systems.

Skills & Expertise
  • Strong client relationship and consultative experience.
  • Experience with inbound/outbound warm leads and customer engagement.
  • Interest or knowledge in financial services and retirement planning.
  • Strong communication, technology, and time-management skills.
  • Ability and flexibility to work in a "hybrid" work setting, both at home and in office.
  • Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire

Licensing & Development
  • Paid support to obtain SIE, Series 7, and Series 66.
  • Tuition reimbursement available for future credentials.

Our Investments in You
Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
  • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
  • Click here for a local news story about how we are helping our employees pay back their student loan debt (opens in a new tab)

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:
Series 07 - FINRA, Series 66 - FINRA
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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