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Retirement Planning Associate — Hybrid Client Advisory

Job in Covington, Kenton County, Kentucky, 41011, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2026-02-18
Job specializations:
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Covington, KY is seeking individuals for a customer service and sales role focused on assisting 401(k) participants. This position entails engaging with clients, providing support for their service needs, and introducing them to investment solutions. Successful candidates will receive extensive training and support for obtaining required certifications, all while enjoying a hybrid work environment and competitive benefits including parental leave and tuition reimbursement.
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Position Requirements
10+ Years work experience
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