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Retirement Planning & Client Services Associate

Job in Covington, Kenton County, Kentucky, 41011, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A leading investment firm based in Covington, Kentucky, seeks to hire a motivated individual for a client relationship role. The position involves engaging with and guiding 401(k) participants on service options and improving their investment knowledge. The firm provides extensive training, including support for obtaining necessary FINRA certifications. Employees enjoy a hybrid work setup with tailored benefits to support work-life balance and professional growth.
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Position Requirements
10+ Years work experience
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