Financial Planning Consultant - Covington, KY

The Financial Planning Consultant delivers proactive, personalized financial planning and integrated financial solutions that help Fidelity Advisory Services (FAS) clients make decisions and progress toward their financial goals. Operating within a team-based, technology-enabled model, Advisors guide clients across key financial priorities such as retirement planning, investment management, development of a holistic portfolio strategy, and supporting broader financial needs using Fidelity's full suite of planning tools and solutions. Advisors will provide this support to a broad array of clients with varying needs, including onboarding recently enrolled clients, serving clients with complex planning goals, and those with more routine portfolio management needs. The role of the Financial Planning Consultant (FPC) is to support and guide Fidelity clients who have a managed portfolio. It is a direct customer contact role in which the FPC will address various aspects of clients' financial plans, including managed accounts, serving as Advisory Services' voice to the customer.

Responsibilities

Support and guide Fidelity clients who have a managed portfolio; Address various aspects of clients' financial plans, including managed accounts, serving as Advisory Services' voice to the customer; Lead thoughtful, consultative conversations to understand clients' investment strategies and evolving planning needs; Strengthen client confidence in Fidelity Advisory Services through consistent, high-quality guidance and disciplined follow-through; Anticipate future needs and adapt advice as clients' goals and life stages change; Introduce and position the right service model and resources to deepen the overall Fidelity relationship; Deliver personalized, end-to-end planning and advice for FAS-covered clients, including unified investment strategies, retirement savings, college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more

Requirements

FINRA Series 7; FINRA Series 63 and 65 or Series 66 license; Insurance license within 90 days of hire; Minimum of 5 years of previous financial services experience; Planning and Advice mindset with a solid understanding of Fidelity's offerings; Ability to deliver high-quality IQ and EQ client experience through FRM mastery; Proven practice management skills that drive scalable, high-impact business results; Strong written, verbal, and interpersonal communication skills; Experience running effective, well-structured pre-scheduled guidance appointments; Strong practice management and operational excellence; Comfort operating within a team-based service model; Fluency using digital advice, planning, and investment tools; Ownership of end-to-end advice experience; Adaptability and willingness to continuously learn; Ability to engage clients virtually via Zoom; No immigration sponsorship provided

Nice to have

Certified Financial Planner (CFP); Managed solutions experience

Benefits

Student loan debt payback