Client Relationship Advocate — FINRA Licensing Track

Fidelity Investments; Roanoke (TX); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Maternal and Parental Leave

Student Loan Assistance

401(K) up to 7% match

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Paid Time off

Charitable match

Concierge Services

Wellness Program

Job summary

Fidelity Investments is seeking a Customer Relationship Advocate to deliver exceptional service to clients via inbound calls, while preparing for FINRA licenses with company sponsorship.

You will be part of a phased onsite model, with one week onsite every four weeks, and gain exposure to licensing coaching, career development, and a broad range of client needs including trades and money movement.

Qualifications

• FINRA licensing prerequisites and strong customer service mindset.
• Ability to analyze scenarios and provide resolution-oriented guidance.
• Comfort with learning new financial platforms and processes.

Responsibilities

• Provide outstanding customer service while answering inbound calls.
• Assist clients with trade requests, money movement, and online support.
• Prepare for FINRA licenses (SIE, Series 7, Series 63) with Fidelity sponsorship.
• Engage in coaching, career development, and cross-team collaboration.

Skills

FINRA SIE

Series 7

Series 63

Customer service

Analytical thinking

Communication

Problem solving

Adaptability

Job description

Fidelity Investments is seeking a Customer Relationship Advocate to deliver exceptional service to clients via inbound calls, while preparing for FINRA licenses with company sponsorship.

You will be part of a phased onsite model, with one week onsite every four weeks, and gain exposure to licensing coaching, career development, and a broad range of client needs including trades and money movement.