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Financial Planning & Advice Associate - Hybrid
Job in
Covington, Kenton County, Kentucky, 41011, USA
Listed on 2026-07-01
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Fidelity Investments in Covington, Kentucky, is seeking a Planning and Advice Associate to support clients in their investment journeys. The role involves engaging in inbound and outbound conversations to provide guidance on retirement and investment needs, utilizing Fidelity’s planning tools and resources.
The ideal candidate will possess strong communication skills, flexibility to work in a hybrid setting, and the drive to complete necessary financial certifications. Fidelity offers a range of benefits including tuition reimbursement, health insurance, and a 401(K) match.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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