Client Success Advocate - Finance Licensing Path

Fidelity Investments; Covington (KY); On-site; USD 45,000 - 65,000; 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 (CRA) to join our on-site team. You will be a licensed professional providing outstanding customer service while handling inbound calls and supporting clients with a broad range of needs, including trades, money movement, and online support.

You will embark on a structured licensing pathway (SIE, Series 7, and Series 63) with full sponsorship, and participate in ongoing training, coaching, and career path exploration as you grow

Qualifications

• Willingness to complete FINRA SIE, Series 7 Top Off and Series 63 exams.
• Strong aptitude for learning new concepts and applying them quickly.
• Strong customer rapport and resolution-oriented communication.
• Ability to navigate multiple systems and learn new technology.

Responsibilities

• Answer inbound customer calls and provide service.
• Support Fidelity clients with trade requests and money movement.
• Learn and obtain FINRA licenses via Fidelity licensing program.
• Develop skills and participate in training and development milestones.

Skills

FINRA licensing

Customer service

Problem solving

Communication

Adaptability

Proprietary platforms

Tools

Proprietary platforms

Job description

Fidelity Investments is seeking a Customer Relationship Advocate (CRA) to join our on-site team. You will be a licensed professional providing outstanding customer service while handling inbound calls and supporting clients with a broad range of needs, including trades, money movement, and online support.

You will embark on a structured licensing pathway (SIE, Series 7, and Series 63) with full sponsorship, and participate in ongoing training, coaching, and career path exploration as you grow