Planning and Advice Associate - Covington, KY
Fidelity Investments · Covington, KY · 1 mo ago
On-siteConsultingFull-time
Key Responsibilities
- Guide clients using Fidelity’s planning tools, research, and investment solutions.
- Handle inbound service and consultative calls; conduct outbound outreach through warm opportunities and/or appointments.
- Introduce customers to appropriate business partners and set targeted planning appointments to help people create their path to financial well-being.
- Discuss market trends, investment concepts, and financial planning strategies.
- Manage and prioritize your day using Salesforce and internal systems.
Skills & Expertise
- 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.
- Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire.
Licensing & Development
- Paid support to obtain SIE, Series 7, and Series 66.
- Tuition reimbursement available for future credentials.
Our Investments in You
- Maternal and Parental Leave
- Tuition Reimbursement
- Student Loan Assistance
- 401(K) 7% match
- Health Insurance
- Dental Insurance
- Vision Insurance
- Disability Insurance
- Paid Time off
- Backup Dependent Care
- Charitable match
- Concierge Services
Note
Fidelity is not providing immigration sponsorship for this position.
Certifications
- Series 07 - FINRA
- Series 63 - FINRA
- Series 66 - FINRA
Category
Sales