Customer Relationship Advocate Career Development Experience- Covington, KY

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 is transitioning to a full‑time onsite working model through a phased rollout across regions and roles. Currently, this role requires on‑site presence one week (five days) out of every four weeks. On‑site expectations may evolve as the rollout continues.

Note: Fidelity will not provide immigration sponsorship for this position.

Role Overview

Join our team of Customer Relationship Advocates (CRA). This first‑of‑its‑kind experience supercharges your early career growth at Fidelity with personalized support, skill development, and training. You will be a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support, and more.

What to Expect

As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones.

• Licensing Preparation: In the first months, you’ll prepare to become a FINRA Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to resources such as licensing coaches and workshops.
• Skill Development: In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.
• Proficiency: As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.

Experience and Skills You Bring

• Aptitude and dedication to complete the FINRA SIE®, Series 7 Top Off and Series 63 exams through our industry‑leading licensing program.
• Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision‑making.
• A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution‑oriented and efficient.
• Ability to handle different types of situations, emotions and conversations driving toward suitable resolutions.
• A desire for growth and a mindset that generates long‑term success through adaptability and personal accountability.
• Exceptional critical and analytical problem‑solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.
• Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.

Benefits

• 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

Certifications

Series 07 - FINRA, Series 63 - FINRA

Additional Information

Our greatest asset is our people. We are committed to building a diverse workforce, fostering a culture of belonging, and creating inclusive experiences for our associates, customers, and community.

Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, and numerous state laws governing securities, investment, and retirement‑related financial activities, as well as the rules and regulations of various self‑regulatory organizations, including FINRA. These laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories.