Customer Relationship Advocate Career Development Experience- Westlake, TX

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

Job Description

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.

Currently, this role is required to be onsite for one week (all 5 days) out of every four weeks. Onsite expectations are likely to evolve as the rollout continues.

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

The Role

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. In this role, you are 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 so much more!

What To Expect…

• 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 valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way!
• 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.

The Expertise 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 towards 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.

The Team

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

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

(Learn More)

Fidelity’s Onsite Working Model

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications

Series 07 - FINRA, Series 63 - FINRA

Category

Customer Service

Legal Notice

Please be advised that 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, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.