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Strategic Financial Planning Advisor
Job in
Covington, Kenton County, Kentucky, 41011, USA
Listed on 2026-06-03
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Fidelity Investments is seeking a Financial Planning Consultant in Covington, KY. This role requires strong interpersonal communication and financial services experience to provide personalized advice for clients' financial needs.
Responsibilities include guiding clients in managing their financial plans and delivering high-quality service within a team-based model. Candidates must possess a FINRA Series 7 license and ideally a CFP certification, with a focus on client engagement and support.
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