Financial Planning Consultant - Covington, KY

## Financial Planning Consultant - Covington, KYApplylocations:
Covington, KYtime type:
Full time posted on:
Posted Todayjob requisition :
2128414## ##

Job Description:

** Financial Planning Consultant
**** To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius of the Covington, KY Regional Center.
**** Is it time to explore new challenges in your career?
** 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 Expertise We’re Looking For
*** FINRA Series 7 required
* FINRA Series 63 and 65 or Series 66 licensed
* Insurance license within 90 days of hire
* Certified Financial Planner (CFP) preferred
* Minimum of 5 years of previous financial services experience; managed solutions experience preferred
* 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
** 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.
** The Skills You Bring
*** Strong written, verbal, & interpersonal communication skills with the ability to build trust &
** deepen client relationships
*** Experience running effective,
** well-structured pre-scheduled guidance appointments,
** as well as
** engaging in insight-driven, timely proactive outreach
*** Demonstrate strong
** Practice Management and Operational Excellence
** through effective prioritization, calendar management, and ownership of responsibilities
* Comfort operating within a team-based service model while
** managing time, workflow, and follow-through
*** Fluency using digital advice, planning, and investment tools to
** deliver personalized recommendations**
* ** Ownership of end-to-end advice experience**, from preparation through implementation
* Adaptability and
** willingness to continuously learn
** as client needs evolve
* Ability to
** engage clients virtually (via Zoom)
** as the default meeting format unless an alternative is requested by the client
* Fidelity is not providing immigration sponsorship for this position.
** The Value You Deliver
*** 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 and
** inidelity is come planning**, college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.
** How Your Work Impacts the Organization
** Fidelity Advisory Services (FAS) is part of the Fidelity Wealth business and delivers team-based, personalized financial planning and advice. With Fidelity’s suite of planning tools and WPO, Advisors provide goal-based advice across
** all pillars of the…