About this role
Planning and Advice Associate - Covington, KY at Fmr. Location: Covington, Kentucky, United States. Role: handling calls, guiding clients, scheduling appointments Requirements: 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. Category: Sales Seniority: Entry Level Tools: Salesforce Certifications: sie, series 7, series 63, series 66 Commitment: Full Time Workplace: Hybrid Languages: English