Fmr
Covington, Kentucky
Planning and Advice Associate - Covington, KY
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Apply to Planning and Advice Associate - Covington, KY at FmrJob details
- Location
- Covington, Kentucky
- Work type
- Hybrid
- Posted
- Jun 17, 2026
- Apply on
- fmr.wd1.myworkdayjobs.com
About this role
Provide inbound/outbound consultative support to workplace and personal investment clients, use planning tools and Salesforce, obtain SIE/Series 7/66 licenses (supported), strong communication and time-management skills, hybrid work flexibility.
What you'll do at Fmr:
- handling calls
- guiding clients
- scheduling appointments
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