The Role
Join our dynamic team of Customer Relationship Advocates (CRA) and jumpstart your career at Fidelity! This innovative opportunity is designed to accelerate your professional growth through personalized support, skill development, and comprehensive training. As a licensed professional, you'll provide exceptional customer service while handling inbound phone calls and assisting Fidelity's valued clients with various needs, including trade requests, money movement, and online support.
What to Expect
As a new CRA, you'll embark on an exciting journey to learn about the financial services industry, apply essential concepts, and sharpen your skills. You will be encouraged to achieve new milestones in your career through the following key phases:
Licensing Preparation
In your first months, you will prepare to become a FINRA Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses—all fully sponsored by Fidelity. You will have access to paid study time, valuable resources, and licensing coaches to guide you. While these exams may be challenging, we will support you at every step!
Skill Development
As you progress, you'll tackle more complex customer interactions. You'll also dedicate time each week to engage with your team, meet with your leader, and expand your professional network.
Proficiency
As you gain confidence in helping clients, you'll explore new career paths through job shadowing opportunities and our career center.
The Expertise and Skills You Bring
Aptitude and commitment to successfully completing the FINRA SIE®, Series 7 Top Off, and Series 63 exams through our industry-leading licensing program.
A strong enthusiasm for continuous learning and a dedication to grasping new concepts quickly while applying them effectively.
A genuine passion for connecting with customers and establishing rapport through meaningful, resolution-oriented conversations.
The ability to manage a variety of situations and emotions with a focus on achieving suitable resolutions.
A growth mindset and personal accountability that foster long-term success.
Exceptional critical thinking and analytical skills that enable you to interpret scenarios, leverage resources, and find effective solutions.
Comfort in learning new technology and proprietary systems while confidently navigating multiple platforms simultaneously.
Note:
Fidelity is not providing immigration sponsorship for this position.
The Team
Our Greatest Asset is Our People
We are committed to fostering a diverse workforce and creating an inclusive culture that enhances experiences for our associates, customers, and the community. Enjoy a range of benefits tailored to help you and your family achieve a balanced life, including Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health, Dental, and Vision Insurance, Disability Insurance, Paid Time Off, Commuter Benefits, Backup Dependent Care, Charitable Matching, Concierge Services, and a Wellness Program.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Category:
Customer Service, Sales
Fidelity embraces a hybrid working model, combining the best of onsite and remote work experiences. Onsite work is essential for our business strategy and culture, with most hybrid roles requiring associates to work onsite every other week (Monday through Friday) in a Fidelity office.
Please note that Fidelity's business is subject to the regulations of relevant financial laws, which may restrict hiring individuals with certain criminal histories.
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Customer Relationship Advocate - Career Development