LOCATION: Kentucky JOBS - Fidelity Investments

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Part Time Client Service Administrator (remote work option available) Covington, KY

The Part time Client Service Administrator (CSA) operates in a service team environment and is responsible for the day-to-day plan administration and troubleshooting for DC qualified and non-qualified plans. The CSA works with the client contact responsible for day-to-day plan administration and is responsible to serve as a liaison between our clients and our Operational teams through a balance ofRead More

Dedicated Retirement Planner - Dayton, OH Covington, KY

You are a treasure of investment knowledge in a people-oriented package. Friends admire your natural ability to connect to an audience of hundreds as well as 1:1. You enjoy sharing, consulting and helping others achieve proverbial retirement gold. The Expertise We’re Looking For Bachelor’s degree highly preferred but not required Five years minimum financial services experience Series 7, 63, 65 &Read More

Customer Relationship Advocate - Covington, KY Covington, KY

Do you enjoy helping others? Are you the “go to person“ at work or in your community? Would your friends and family describe you as friendly and resourceful? We really should talk. The Expertise We’re Looking For Relationship building skills Commitment to customers Experience in service, healthcare, or hospitality in people facing industries are strongly preferred. This is a full time hourly posRead More

Financial Client Services Associate - Covington, KY Covington, KY

Do you enjoy helping others? Are you the “go to person“ at work or in your community? Would your friends and family describe you as friendly and resourceful? We really should talk. The Expertise We’re Looking For Relationship building skills Commitment to customers Experience in service, healthcare, or hospitality in people facing industries are strongly preferred. This is a full time hourly posRead More

Regional Planning Consultant - Indianapolis, IN Covington, KY

Our Regional Planning Consultants work to truly create a culture of planning by coaching and inspiring our associates. The Expertise We’re Looking For Sales experience in the financial service industry Series 7 and 63 required Series 66 and/or 65 required or to be obtained within 6 months of hire Insurance licenses required or to be obtained within 6 months of hire CFP certification preferreRead More

Regional Center - Retirement Planner - Covington, KY Covington, KY

Put your expertise in retirement planning to work every day The Expertise We’re Looking For Series 7 & Series 63 licenses required 2+ years of experience in a customer service or sales role preferred Knowledge of tax exempt retirement products and services highly desirable Previous phone center experience preferred Demonstrated ability to deliver exceptional customer results The Purpose of YourRead More

Principal Solutions Analyst- Salesforce Developer Covington, KY

The Solutions Office Salesforce.com team within Fidelity Investments is responsible for the development and maintenance of the Salesforce.com platform supporting Fidelity’s Workplace Investing (WI) business. The Team We are looking for a highly motivated, Salesforce.com developer to join the dynamic, globally distributed team at our Covington, Kentucky site. The candidate will provide critical sRead More

Learning Advisor Covington, KY

As a Learning Advisor, you will have the opportunity to join Performance Solutions as we work to modernize how Fidelity associates learn by redefining the associate experience and exploring technological capabilities that promote growth, scale, and efficiency. We will do this by cultivating a culture of dynamic learning, and building associate capabilities while positively impacting our businessesRead More

Vice President, Executive Planning Consultant – Covington, KY Covington, KY

We believe by using your shown skills and expertise to craft financial plans and cultivate relationships with top C-suite level executives The Expertise We’re Looking For Series 7, 63, 65 licenses required Insurance license to be obtained 6 months into role A four-year College degree required Certified Financial Planner (CFP) designation preferred Obtaining CEP Level 1 within first 12 monthsRead More

High Net Worth Representative - Covington, KY Covington, KY

As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team WhileRead More

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