Planning and Advice Associate - Covington, KY

What you’d do

Handle inbound and outbound calls with workplace and personal investment customers, guiding them on retirement and investment needs and Fidelity's products and planning tools. Full time, hybrid split between home and the Covington, KY office. Found on the employer's careers page on Oct 19, 2026. Apply through the link.

You’ll need

• Client relationship and consultative experience
• Inbound/outbound warm lead experience
• Interest or knowledge in financial services and retirement planning
• Strong communication and time-management skills
• Hybrid work in office and at home