Customer Relationship Advocate — Licensing Path

Fidelity Investments; United States; Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(K) match

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Paid Time off

Charitable match

Wellness Program

Job summary

Fidelity Investments is seeking a Customer Relationship Advocate (CRA) to join our team and deliver exceptional service to Fidelity clients on inbound calls. You will learn to handle a broad range of client needs, including trading requests and money movement, while preparing for FINRA licensing steps.

Fidelity sponsors the SIE, Series 7 and Series 63 licensing process; onboarding emphasizes skill development, leadership engagement, and career progression.

Qualifications

• Prepare to become a FINRA Registered Representative by studying for the SIE, Series 7 and Series 63 licenses, with Fidelity sponsoring the process.
• Demonstrate eagerness to learn and apply new concepts, and build decision‑making skills to support clients.

Responsibilities

• Provide outstanding customer service on inbound calls and assist with a broad range of client needs.
• Prepare for licensing exams with study time and coaching resources provided by Fidelity.
• Develop skills through job shadowing, team meetings and career development opportunities.

Skills

FINRA SIE

Series 7

Series 63

Customer service

Communication skills

Analytical thinking

Job description

Fidelity Investments is seeking a Customer Relationship Advocate (CRA) to join our team and deliver exceptional service to Fidelity clients on inbound calls. You will learn to handle a broad range of client needs, including trading requests and money movement, while preparing for FINRA licensing steps.

Fidelity sponsors the SIE, Series 7 and Series 63 licensing process; onboarding emphasizes skill development, leadership engagement, and career progression.