The Role
Join our dynamic team of Customer Relationship Advocates (CRAs) at Fidelity! This unique opportunity is designed to kickstart your career growth with personalized support, skill development, and comprehensive training. As a licensed professional, you will provide exceptional customer service by answering inbound calls and assisting Fidelity's valued clients with a wide range of needs, including trade requests, money movement, online support, and much more!
What to Expect
As a new CRA, you will delve into the financial services industry, learning and applying new concepts while developing essential skills. Your journey will include three significant milestones:
Licensing Preparation
In your initial months, you will prepare to obtain your FINRA licenses (SIE®, Series 7, and Series 63), all fully sponsored by Fidelity. This preparation involves paid study time and access to invaluable resources like coaching and workshops.
Skill Development
Following your licensing, you will handle more complex customer inquiries, connecting with your team and leader to enhance your skills and network.
Proficiency
As you gain confidence in serving customers, you will explore new career paths through job shadowing and our career center.
The Expertise and Skills You Bring
A strong commitment to completing the FINRA SIE®, Series 7, and Series 63 exams through our premier licensing program.
An eagerness for continuous learning and the ability to quickly grasp and retain new information for effective decision-making.
A genuine passion for building connections with customers through meaningful, resolution-focused conversations.
A capability to navigate various situations and effectively handle diverse emotions while driving towards suitable resolutions.
A growth-oriented mindset with a focus on long-term success through adaptability and accountability.
Exceptional analytical and critical problem-solving skills, empowering you to interpret scenarios and leverage resources effectively.
Comfort with learning new technologies and the ability to operate multiple systems concurrently.
The Team
Our Greatest Asset is Our People
We are dedicated to cultivating a diverse workforce and fostering a culture of belonging, ensuring inclusive experiences for our associates, customers, and community.
Our benefit programs are thoughtfully designed to support you and your loved ones. Here are a few featured benefits: Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) with 7% match, Health, Dental, and Vision Insurance, Disability Insurance, Paid Time Off, Commuter Benefit Program, Backup Dependent Care, Charitable Match, Concierge Services, Wellness Program, and Fitness Reimbursement.
Please note that Fidelity Investments does not offer work visas for this position.
Certifications:
Series 07 - FINRA, Series 63 - FINRA This role typically requires a hybrid work schedule, with associates expected to work onsite every other week (all business days, M-F) at a Fidelity office. Be aware that Fidelity's business is subject to various regulations, which may impact hiring individuals with certain criminal histories.
Series 07 - FINRA, Series 63 - FINRA This role typically requires a hybrid work schedule, with associates expected to work onsite every other week (all business days, M-F) at a Fidelity office. Be aware that Fidelity's business is subject to various regulations, which may impact hiring individuals with certain criminal histories.