Planning Consultant - Covington, KY

Fidelity • Covington, KY

14h

About The Position

As a Planning Consultant, you will help clients pursue their financial goals through personalized guidance and comprehensive planning conversations. You will identify opportunities to deepen client relationships through asset consolidation, referrals, and plan implementation, while educating clients about solutions that support their long-term success. The role involves developing and executing a strategic client engagement approach, using tools such as Salesforce, and partnering across the business to support effective relationship management and follow-through. You will build trust and lasting client relationships in accordance with Fidelity’s client commitment standards and integrity expectations. You will also support team success by mentoring peers, sharing best practices, and contributing to a collaborative culture focused on continuous growth and client outcomes.

The Planning Consultant Team works closely with Financial Consultants and Wealth Planners to provide comprehensive financial planning support. The team profiles client needs, guides planning conversations, presents insights from guidance tools, and discusses key planning concepts. In collaboration with advisors, Planning Consultants help develop and implement tailored planning solutions that address clients’ evolving needs and strengthen client relationships.

Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout. Onsite expectations vary by role and location and may evolve as the rollout continues; the transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship for this position. Employment may be restricted for individuals with certain criminal histories under applicable laws and regulations.

Requirements

• FINRA Series 7 and Series 63 licenses are required.
• FINRA Series 65 or Series 66 license, or the ability to acquire a Series 65/66 license upon hire.
• Appropriate state registrations are required.
• Thorough understanding of financial planning concepts to help clients build effective financial plans for themselves and their families.
• Ability to profile clients to understand planning needs and identify appropriate solutions.
• Demonstrated ability and confidence conducting outbound client outreach calls.
• Curiosity about building relationships and advocating for clients.
• Motivation to succeed, willingness to demonstrate ownership, and commitment to achieving meaningful goals.

Nice To Haves

• Financial services experience, preferably in financial planning.
• Bachelor’s degree and/or professional certifications such as the Certified Financial Planner™ (CFP®) designation.

Responsibilities

• Provide personalized financial guidance and conduct comprehensive planning conversations to help clients pursue their financial goals.
• Identify opportunities to deepen client relationships through asset consolidation, referrals, and plan implementation.
• Educate clients about solutions that support their long-term financial success.
• Develop and execute a strategic client engagement approach, using tools such as Salesforce to manage relationships and follow through effectively.
• Build trust, inspire client loyalty, and foster lasting relationships in line with Fidelity’s client commitment standards and integrity expectations.
• Mentor peers, share best practices, and contribute to a collaborative culture focused on continuous growth and client outcomes.
• Profile client needs, navigate planning conversations, and present insights generated through guidance tools.
• Partner with Financial Consultants, Wealth Planners, and other advisors to develop and implement tailored planning solutions.
• Conduct outbound client outreach calls to educate clients, strengthen relationships, identify needs, and uncover opportunities to deliver additional value.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed