Planning and Advice Associate - Covington, KY

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.

Responsibilities

Serve as a trusted partner for workplace and personal investment customers; Engage in inbound and outbound conversations; Provide guidance on retirement and/or 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 comprehensive training and licensing support

Requirements

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; Series 07 - FINRA; Series 63 - FINRA; Series 66 - FINRA

Benefits

Comprehensive training and licensing support