Financial Planning Consultant - Covington, KY

Job Description:

Financial Planning Consultant

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius of the Covington, KY Regional Center.

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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. Advisors will provide this 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.

• 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

• 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
• Fidelity is not providing immigration sponsorship for this position.

• 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.

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