Planning and Advice Associate - Covington, KY

Fidelity Investments•Covington, KY

7d•Hybrid

About The Position

As a Planning and Advice Associate, you serve as a trusted partner for workplace and personal investment customers. You engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity’s products, services, and planning tools. You develop relationship-building, planning, and service-to-sales skills through a structured development path with comprehensive training and licensing support. The Planning and Advice team helps individuals build confidence in their financial future through personalized planning and investment guidance. Associates partner with workplace participants and personal investing clients to understand their needs, build trusted relationships, and connect them with solutions aligned to their goals. The collaborative, growth-oriented team uses Fidelity’s planning tools, research, investment solutions, and business partnerships to deliver personalized experiences and support clients’ long-term financial well-being. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less; onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Requirements

Strong client relationship and consultative experience.
Experience with inbound/outbound warm leads and customer engagement.
Interest or knowledge in financial services and retirement planning.
Strong communication, technology, and time-management skills.
Ability and flexibility to work in a hybrid work setting, both at home and in the office.
Aptitude to complete FINRA SIE, Series 7, and Series 66 upon hire.
Fidelity will not provide immigration sponsorship for this position.

Responsibilities

Engage in inbound and outbound conversations with workplace and personal investment customers.
Provide guidance on customers’ retirement and/or investment needs.
Help clients navigate Fidelity’s products, services, and planning tools.
Build trusted relationships by understanding clients’ needs and connecting them with solutions aligned to their goals.
Develop financial planning expertise, client relationship skills, and consultative capabilities through a structured development path.