Planning Consultant - Covington, KY

Fidelity Investments • Covington, KY

1d

About The Position

As a Planning Consultant, you will provide personalized guidance and comprehensive planning conversations to help clients achieve their financial goals. You will identify opportunities to deepen client relationships through asset consolidation, referrals, and plan implementation, while educating clients about solutions that support long-term success.

You will develop and execute a strategic client engagement approach, use tools such as Salesforce, and partner across the business to support effective relationship management and follow-through. Guided by Fidelity’s client commitment standards and integrity, you will build trust, inspire client loyalty, and foster lasting relationships. You will also support team success by mentoring peers, sharing best practices, and contributing to a collaborative culture focused on continuous growth and exceptional client outcomes.

The Planning Consultant Team partners with Financial Consultants and Wealth Planners to provide comprehensive financial planning support. The team profiles client needs, guides planning conversations, and presents insights from guidance tools. In collaboration with advisors, the team develops and implements tailored planning solutions that address clients’ evolving needs.

Requirements

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

Nice To Haves

• A bachelor’s degree and/or professional certifications such as the Certified Financial Planner™ (CFP®) designation are preferred.

Responsibilities

• Provide personalized guidance and comprehensive financial planning conversations to help clients achieve 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 success.
• Develop and execute a strategic client engagement approach, using tools such as Salesforce and partnering across the business to support relationship management and follow-through.
• Build client trust and loyalty and foster lasting relationships.
• 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.
• Collaborate with advisors to develop and implement tailored planning solutions for clients’ evolving needs.

What This Job Offers

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