Financial Planning & Advisory Associate (Hybrid Work)

Fidelity Investments Inc.

Covington (KY)

Hybrid

USD 42,000 - 62,000

Full time

8 days ago

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Job summary

Fidelity Investments is hiring a Planning and Advice Associate in Covington, KY. You will serve as a trusted partner for workplace and personal investment customers, providing guidance on retirement and investment needs, and helping clients navigate Fidelity’s products and planning tools.

The role emphasizes relationship building, planning, and a structured development path with licensing support. Join a collaborative Planning and Advice team that delivers personalized experiences and uses

Qualifications

Strong client relationship 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.

Responsibilities

Serve as a trusted partner for workplace and personal investment customers.
Provide guidance on retirement and investment needs and help clients navigate Fidelity’s products and planning tools.
Develop relationship-building, planning, and service-to-sales skills through a structured development path with licensing support.