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Workplace Planning Associate Jobs in Union, KY (NOW HIRING)

TQL

Carrier Services Associate

Cincinnati, OH · On-site

$17.50/hr

Perks including employee discounts, financial wellness planning, tuition reimbursement and more ... Certified Great Place to Work with 900+ lifetime workplace award winsWho we're looking for:* You ...

TQL

Carrier Relations Associate

Cincinnati, OH · On-site

$18.50/hr

Perks including employee discounts, financial wellness planning, tuition reimbursement and more ... Certified Great Place to Work with 900+ lifetime workplace award winsWhat you'll be doing:* Receive ...

TQL

Bilingual Carrier Services Associate

Cincinnati, OH · On-site

$14 - $17.25/hr

Perks including employee discounts, financial wellness planning, tuition reimbursement and more ... Certified Great Place to Work with 900+ lifetime workplace award winsWhat you'll do:* Manage a high ...

AAA Mid Atlantic

Retail Sales Associate

Cherry Grove, OH · On-site

$16.37 - $20.93/hr

... planning including hotels, car rentals, and vacation packages * Manage and respond to RACC calls ... At ACA, we are committed to cultivating a welcoming and inclusive workplace of team members with ...

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All JobsWorkplace Planning Associate JobsWorkplace Planning Associate Jobs in Union, KY

Workplace Planning Associate information

See Union, KY salary details

$35.3K

$71.7K

$98.9K

How much do workplace planning associate jobs pay per year?

As of Aug 20, 2026, the average yearly pay for workplace planning associate in Union, KY is $71,691.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,600.00 and $83,800.00 per year, depending on experience, location, and employer.

What does a Workplace Planning Associate do?

A Workplace Planning Associate typically helps employees and organizations with financial planning, retirement benefits, and navigating workplace savings plans like 401(k)s. They provide guidance and support to individuals regarding their investment options, plan features, and account management. Their role often involves answering questions, conducting consultations, and helping clients make informed decisions about their financial futures. Workplace Planning Associates may also collaborate with HR departments to ensure employees understand and maximize their benefits. This position requires strong communication skills and a solid understanding of financial products and regulations.

What are the key skills and qualifications needed to thrive as a Workplace Planning Associate?

To thrive as a Workplace Planning Associate, you need strong analytical skills, familiarity with workforce management concepts, and a bachelor's degree in business, human resources, or a related field. Proficiency in HRIS platforms, Excel, and workforce planning software is commonly required. Excellent communication, problem-solving, and organizational abilities help you collaborate effectively and adapt to changing business needs. These skills and qualities are crucial for optimizing staffing strategies and ensuring organizational efficiency.

How does a Workplace Planning Associate typically collaborate with other departments to ensure smooth workforce operations?

As a Workplace Planning Associate, you will frequently work cross-functionally with HR, facilities management, and department leaders to align staffing needs with organizational objectives. Collaboration often involves coordinating schedules, analyzing workforce data, and communicating policy changes to ensure resources are allocated efficiently. Building strong relationships and maintaining open lines of communication are essential, as you'll help anticipate and resolve staffing challenges while supporting overall workplace productivity.

What is the difference between Workplace Planning Associate vs Workplace Coordinator?

AspectWorkplace Planning AssociateWorkplace Coordinator
Required CredentialsTypically a bachelor's degree in facilities management, business, or related fieldOften a high school diploma or associate degree, with some roles preferring relevant certifications
Work EnvironmentOffice settings, corporate facilities, planning departmentsOffice environments, event spaces, facilities management teams
Employer & Industry UsageUsed in corporate, government, and large organizations for strategic planningCommon in corporate and event management sectors for daily operations
Common Search & Comparison IntentUnderstanding strategic planning roles in workplace environmentsLearning about operational and logistical coordination roles

The Workplace Planning Associate focuses on strategic planning and optimizing workspace utilization, often working on long-term projects. In contrast, the Workplace Coordinator handles daily operations, scheduling, and logistical support to ensure smooth workplace functioning. Both roles are essential in maintaining efficient work environments but differ mainly in scope and focus.

What cities near Union, KY are hiring for Workplace Planning Associate jobs?

Cities near Union, KY with the most Workplace Planning Associate job openings:

Workplace Planning Associate jobs near you
Infographic showing various Workplace Planning Associate job openings in Union, KY as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 11% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $71,691 per year, or $34.5 per hour.

Planning and Advice Associate - Covington, KY

Fidelity Investments

Covington, KY

Full-time

Re-posted 10 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 151 rated financial services

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity's products, services, and planning tools. You will develop relationshipbuilding, planning, and service to sales skills through a structured development path with comprehensive training and licensing support.

The Expertise and Skills You Bring
  • Strong client relationship and consultative experience
  • Experience with inbound/outbound warm leads and customer engagement
  • Interest or knowledge in financial services and retirement planning
  • Strong communication, technology, and timemanagement skills
  • Ability and flexibility to work in a "hybrid" work setting, both at home and in office
  • Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire
The Team

The Planning and Advice team helps individuals build confidence in their financial future through personalized planning and investment guidance. Team members partner with workplace participants and personal investing clients to understand their needs, build trusted relationships, and connect them with solutions aligned to their goals.

As part of a collaborative and growth-oriented environment, associates follow a structured development path designed to build financial planning expertise, client relationship skills, and consultative capabilities. The team leverages Fidelity's planning tools, research, investment solutions, and business partnerships to deliver personalized experiences and support clients in achieving long-term financial well-being.

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:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Customer Service, 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.

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