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Strategic Financial Planning Consultant
Job in
Covington, Kenton County, Kentucky, 41011, USA
Listed on 2026-06-24
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Fidelity Investments Inc. is seeking a Financial Planning Consultant in Covington, KY. This role emphasizes delivering proactive financial planning and integrated solutions to clients, requiring strong client relationship management and practice management skills.
Candidates should possess FINRA licenses and a minimum of 5 years of financial services experience. The position offers a supportive team environment with a focus on technology-driven tools for client engagement.
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