ZipRecruiter

Log In

1

Addition Financial Jobs in Kentucky (NOW HIRING)

Valvoline

Manager, Corporate FP&A

Lexington, KY · On-site

In addition to your salary, you are eligible for the Valvoline Incentive Plan (VIP) with a target of x% of eligible base salary earnings. The VIP is based upon Valvoline Inc. financial performance ...

New

VIOC

Manager, Corporate FP&A

Lexington, KY

In addition to your salary, you are eligible for the Valvoline Incentive Plan (VIP) with a target of x% of eligible base salary earnings. The VIP is based upon Valvoline Inc. financial performance ...

TIAA

Financial Planning Advisor-Lexington, KY

Lexington, KY · On-site

$84K - $110K/yr

Financial Planning Advisor Supported with a robust array of resources and solutions, the Financial ... In addition to base salary, the competitive compensation package may include, depending on the role ...

TIAA

Financial Planning Advisor-Lexington, KY

Lexington, KY · On-site

$84K - $110K/yr

Financial Planning Advisor Supported with a robust array of resources and solutions, the Financial ... In addition to base salary, the competitive compensation package may include, depending on the role ...

LGS Recreation Department

$144 - $224/hr

In addition, this position is responsible for keeping the Agency's financial processes in compliance and aligned with other State, Federal and Public-sector accounting laws, regulations and practices.

New

previous pagenext page

Showing results 21-40

All JobsAddition Financial JobsAddition Financial Jobs in Kentucky

Addition Financial information

What are the key skills and qualifications needed to thrive as a financial advisor, and why are they important?

To thrive as a Financial Advisor, you need a solid grounding in finance, investment strategies, and personal financial planning, typically backed by a relevant degree and licenses such as Series 7 or CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is commonly required. Excellent interpersonal skills, active listening, and trust-building abilities help financial advisors connect with clients and tailor solutions to their goals. These competencies are crucial for building client relationships, providing sound advice, and ensuring regulatory compliance in a competitive financial services environment.

What is Addition Financial?

Addition Financial is a credit union based in Central Florida that provides a range of financial services including savings and checking accounts, loans, credit cards, and investment products. Unlike traditional banks, Addition Financial is a not-for-profit cooperative owned by its members, which allows it to offer competitive rates and lower fees. The credit union primarily serves individuals who live, work, worship, or attend school in select counties in Florida. Membership is also open to employees and students of certain educational institutions. Addition Financial is committed to supporting financial wellness and education in the communities it serves.

What is the difference between Addition Financial vs Loan Officer?

AspectAddition FinancialLoan Officer
CredentialsTypically requires a high school diploma or equivalent; some roles may need financial certificationsRequires a mortgage license, state-specific licensing, and sometimes certifications like NMLS
Work EnvironmentBank branches, credit unions, or financial institutionsLoan offices, banks, mortgage companies, often client-facing
Industry UsageFinancial services, credit unions, bankingMortgage lending, banking, real estate finance

While Addition Financial is a credit union offering various financial services, a Loan Officer specializes in evaluating and approving loan applications, often working within banks or mortgage companies. Both roles involve financial knowledge, but Loan Officers focus more on lending processes, whereas Addition Financial provides broader banking services.

What are the most rewarding aspects of working at Addition Financial, and how does the company support professional growth?

One of the most rewarding aspects of working at Addition Financial is the opportunity to contribute directly to members' financial well-being while working in a collaborative, supportive environment. The company offers robust training programs, mentorship opportunities, and clear pathways for advancement, encouraging employees to pursue both personal and professional goals. Team members regularly collaborate across departments, fostering a community-focused atmosphere and diverse skill development. Additionally, Addition Financial is known for promoting from within, providing employees with the chance to grow their careers in the financial services industry.

What are popular job titles related to Addition Financial jobs in Kentucky?

For Addition Financial jobs in Kentucky, the most frequently searched job titles are:

What job categories do people searching Addition Financial jobs in Kentucky look for?

The top searched job categories for Addition Financial jobs in Kentucky are:

Addition Financial jobs near you
Infographic showing various Addition Financial job openings in Kentucky as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Financial Planning Consultant - Covington, KY

Fidelity Investments

Covington, KY • On-site

Full-time

Medical, Life, Retirement

Re-posted 28 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

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.
Is it time to explore new challenges in your career?
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.
The Expertise We're Looking For
  • 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

The role of the Financial Planning Consultant (FPC) is to support and guide Fidelity clients who have a managed portfolio. It is a direct customer contact role in which the FPC will address various aspects of clients' financial plans, including managed accounts, serving as Advisory Services' voice to the customer.
The Skills You Bring
  • 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.

The Value You Deliver
  • 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.

How Your Work Impacts the Organization
Fidelity Advisory Services (FAS) is part of the Fidelity Wealth business and delivers team-based, personalized financial planning and advice. With Fidelity's suite of planning tools and WPO, Advisors provide goal-based advice across all pillars of the WPO in addition to managed account expertise across investing, retirement and life events with planning tools and data-driven insights.
Through FAS, advisors take end-to-end ownership of the advice experience - from discovery through implementation and ongoing progress - helping clients make confident decisions, stay focused on a plan, and adapt as their needs evolve. The model is designed to deliver consistent, high-quality advice at scale, while preserving the personalization and care clients expect from Fidelity.
FPCs operate within a team-based, technology-enabled service model that supports efficient practice management, deeper client engagement, and long-term relationship growth. Fidelity invests in its advisors through industry-leading tools, training, and a culture grounded in inclusion, collaboration, and continuous improvement - ensuring advisors are supported as they deliver meaningful outcomes for the clients.
Our Investments in You
We believe it is important to approach life holistically. Fidelity's greatest advantage is our people, so our benefit programs are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
  • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments
  • Click here for a story about how we are helping our employee's payback their student loan debt

We believe in being #DifferentTogether. Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.
We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
Learn More: Dynamic Working
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Certified Financial Planner (CFP) - Issuing Authority, Life and Health Agent - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA
Category:
Sales
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

What Fidelity Investments employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply