Financial Planning Consultant - Covington, KY

About the role

The Financial Planning Consultant delivers proactive, personalized financial planning and integrated financial solutions that help Fidelity Advisory Services (FAS) clients make decisions and progress toward their financial goals. Operating within a team-based, technology-enabled model, Advisors guide clients across key financial priorities such as retirement planning, investment management, development of a holistic portfolio strategy, and supporting broader financial needs using Fidelity’s full suite of planning tools and solutions.

Responsibilities

• Guide clients across key financial priorities such as retirement planning, investment management, development of a holistic portfolio strategy, and supporting broader financial needs using Fidelity’s full suite of planning tools and solutions.
• Provide support to a broad array of clients with varying needs, including onboarding recently enrolled clients, serving clients with complex planning goals, and those with more routine portfolio management needs.
• Lead thoughtful, consultative conversations to understand clients’ investment strategies and evolving planning needs.
• Strengthen client confidence in Fidelity Advisory Services through consistent, high-quality guidance and disciplined follow-through.
• Anticipate future needs and adapt advice as clients’ goals and life stages change.
• Introduce and position the right service model and resources to deepen the overall Fidelity relationship.
• Deliver personalized, end-to-end planning and advice for FAS-covered clients, including unified investment strategies, retirement savings and inidelity is come planning, college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.

Requirements

• FINRA Series 7 required
• FINRA Series 63 and 65 or Series 66 licensed
• Insurance license within 90 days of hire
• Certified Financial Planner (CFP) preferred
• Minimum of 5 years of previous financial services experience; managed solutions experience preferred
• Planning and Advice mindset with a solid understanding of Fidelity’s offerings
• Ability to deliver high-quality IQ and EQ client experience through FRM mastery
• Proven practice management skills that drive scalable, high-impact business results

Qualifications

• Strong written, verbal, & interpersonal communication skills with the ability to build trust & deepen client relationships
• Experience running effective, well-structured pre-scheduled guidance appointments, as well as engaging in insight-driven, timely proactive outreach
• Demonstrate strong Practice Management and Operational Excellence through effective prioritization, calendar management, and ownership of responsibilities
• Comfort operating within a team-based service model while managing time, workflow, and follow-through
• Fluency using digital advice, planning, and investment tools to deliver personalized recommendations
• Ownership of end-to-end advice experience, from preparation through implementation
• Adaptability and willingness to continuously learn as client needs evolve
• Ability to engage clients virtually (via Zoom) as the default meeting format unless an alternative is requested by the client

Skills

• Strong written, verbal, & interpersonal communication skills with the ability to build trust & deepen client relationships
• Experience running effective, well-structured pre-scheduled guidance appointments, as well as engaging in insight-driven, timely proactive outreach
• Demonstrate strong Practice Management and Operational Excellence through effective prioritization, calendar management, and ownership of responsibilities
• Comfort operating within a team-based service model while managing time, workflow, and follow-through
• Fluency using digital advice, planning, and investment tools to deliver personalized recommendations
• Ownership of end-to-end advice experience, from preparation through implementation
• Adaptability and willingness to continuously learn as client needs evolve
• Ability to engage clients virtually (via Zoom) as the default meeting format unless an alternative is requested by the client

Benefits

• Sound too good to be true? See for yourself and learn more about our benefits offerings:
• Benefits at Fidelity Investments

Pay

Commensurate with experience.

Schedule

Varies.