Financial Services CRA — Licensing & Growth Path

Fidelity Investments; Jacksonville (FL); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health Insurance

401(k) match

Dental Insurance

Vision Insurance

Disability Insurance

Paid Time Off

Job summary

Fidelity Investments in Jacksonville, FL is seeking a Customer Relationship Advocate to deliver outstanding service by handling inbound calls, processing trade requests, money movement, and online support. The role is part of a structured program with licensing sponsorship for SIE, Series 7 and 63 exams, fully funded and supported by Fidelity.

As you progress through licensing, you’ll develop skills through coaching, team collaboration, and exposure to multiple client scenarios, with clear

Qualifications

• Licensing exams: SIE, Series 7 Top Off, Series 63, fully sponsored by Fidelity.
• Strong desire to learn and apply new concepts in financial services.
• Excellent communication to build rapport with clients and resolve issues efficiently.
• Ability to handle diverse situations and conversations toward appropriate resolutions.
• Growth mindset with accountability and adaptability to change.
• Analytical problem-solving and ability to interpret scenarios and use resources.
• Comfortable navigating new technology and proprietary platforms.

Responsibilities

• Answer inbound calls and provide outstanding customer service.
• Support clients with trade requests, money movement, and online assistance.
• Prepare for FINRA licensing and participate in coaching and workshops.

Skills

FINRA SIE exam

Series 7 Top Off

Series 63 exam

Customer service

Communication skills

Problem-solving

Adaptability

Proprietary platforms

Multiple systems

Tools

Proprietary platforms

Multiple systems

Job description

Fidelity Investments in Jacksonville, FL is seeking a Customer Relationship Advocate to deliver outstanding service by handling inbound calls, processing trade requests, money movement, and online support. The role is part of a structured program with licensing sponsorship for SIE, Series 7 and 63 exams, fully funded and supported by Fidelity.

As you progress through licensing, you’ll develop skills through coaching, team collaboration, and exposure to multiple client scenarios, with clear