Hybrid Financial Planning & Advisory Associate

Fidelity Investments; Covington (KY); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Fidelity Investments in Covington, KY is seeking a Planning and Advice Associate to support workplace and personal investment clients. You will engage in conversations to guide retirement and investment needs and help clients navigate Fidelity’s planning tools and services.

You will develop skills through a structured development path with training and licensing support, including FINRA SIE, Series 7, and 66 upon hire, in a collaborative team focused on growth and client outcomes.

Qualifications

• 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.

Responsibilities

• Engage in inbound and outbound conversations to guide retirement and investment needs.
• Help clients navigate Fidelity’s products, services, and planning tools.
• Develop relationship-building, planning, and service-to-sales skills through a structured development path with training and licensing support.

Skills

Client relationship expertise

Inbound/outbound leads

Financial services knowledge

Communication and time management

Hybrid work adaptability

FINRA licensing aptitude

Job description

Fidelity Investments in Covington, KY is seeking a Planning and Advice Associate to support workplace and personal investment clients. You will engage in conversations to guide retirement and investment needs and help clients navigate Fidelity’s planning tools and services.

You will develop skills through a structured development path with training and licensing support, including FINRA SIE, Series 7, and 66 upon hire, in a collaborative team focused on growth and client outcomes.