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Hybrid Financial Planning & Advisory Associate
Job in
Covington, Kenton County, Kentucky, 41011, USA
Listed on 2026-08-17
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments in Covington, KY is seeking a Planning and Advice Associate to support workplace and personal investment clients. You will engage in conversations to guide retirement and investment needs and help clients navigate Fidelity’s planning tools and services.
You will develop skills through a structured development path with training and licensing support, including FINRA SIE, Series 7, and 66 upon hire, in a collaborative team focused on growth and client outcomes.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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