Join Our Team!
Are you ready to kickstart your career in the financial services industry? As a Customer Relationship Advocate (CRA), you will embark on a unique journey that offers personalized support, skill development, and comprehensive training. In this licensed role, you'll provide exceptional customer service while assisting Fidelity's valued clients with their diverse needs, such as trade requests, money movement, online support, and more!
What to Expect:
As a new CRA, you will engage in three major milestones designed to enhance your growth:
Licensing Preparation:
In the initial months, prepare to become a FINRA Registered Representative! You'll study for and obtain your SIE®, Series 7, and 63 licenses, fully sponsored by Fidelity. Enjoy paid study time and invaluable resources like coaching and workshops to support your journey.
Skill Development:
As you progress, you will handle increasingly complex customer interactions, dedicating time each week to connect with your team and leader, fostering a strong professional network.
Proficiency:
Gain confidence and expertise in serving our customers and discover new career paths through job shadowing and our dedicated career center.
The Expertise and Skills You Bring:
A strong commitment to completing the FINRA SIE®, Series 7, and Series 63 exams with our industry-leading program.
A passion for continuous learning and the ability to grasp new concepts swiftly.
Excellent communication skills and a desire to build meaningful customer relationships focused on efficient resolutions.
A capability to navigate various emotional situations, driving toward satisfactory outcomes.
A proactive attitude towards personal growth, adaptability, and accountability.
Sharp critical and analytical problem-solving skills.
Comfort with learning new technologies and proficiently managing multiple systems.
Join Our Supportive Team!
At Fidelity, we value diversity and promote a culture of belonging. Our comprehensive benefits package includes Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, a 401(K) match, Health, Dental, and Vision Insurance, Disability Insurance, Paid Time Off, and much more!
Location:
This role may require you to work onsite every other week, so please be aware of this requirement. Note:
Fidelity does not provide immigration sponsorship for this position.
This role may require you to work onsite every other week, so please be aware of this requirement. Note:
Fidelity does not provide immigration sponsorship for this position.