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Retirement Planning Analyst Licensing Path

Job in Covington, Kenton County, Kentucky, 41011, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Retirement Planning Analyst — Growth & Licensing Path
A leading investment firm is seeking motivated candidates to join their Workplace Planning and Advice team. This role focuses on building relationships with 401(k) participants, guiding them through service options, and providing necessary support. No prior finance background is required as comprehensive training will be provided. Successful candidates will enjoy a welcoming work culture with a clear pathway for professional growth and access to top-notch benefits like tuition reimbursement and health insurance.

Hybrid work model available.
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