Entry Level Customer Relationship Advocate

The Role

Join our dynamic team as an Entry Level Customer Relationship Advocate! This unique opportunity is designed to jumpstart your career at Fidelity with tailored support, valuable skill development, and comprehensive training. In this role, you will become a licensed professional, delivering exceptional customer service while responding to inbound calls and assisting our valued clients. You will gain the skills needed to address a wide variety of client needs, including trade requests, money movement, online support, and much more!

What to Expect

As a new Customer Relationship Advocate, you'll explore the financial services industry, learn to apply new concepts, and challenge yourself to achieve new goals through three major milestones :

• Licensing Preparation

In the initial months, you will prepare to obtain your FINRA licenses, including the SIE®, Series 7, and Series 63, with all costs covered by Fidelity. This includes paid study time and access to invaluable resources, such as coaching and workshops. While these exams may be challenging, we’re committed to supporting you every step of the way!

As you progress, you will handle increasingly complex customer interactions while connecting regularly with your team and meeting with your leaders to expand your professional network.

As you build confidence and expertise in serving customers, you’ll have opportunities to explore new career paths through job shadowing and access to our career center.

The Expertise and Skills You Bring

Note : Fidelity is not providing immigration sponsorship for this position.

The Team

Our Greatest Asset is Our People

We are dedicated to building a diverse workforce, promoting a culture of belonging, and creating inclusive experiences for all our associates, customers, and the community.

Our benefit programs are designed to help you achieve a healthy work-life balance. Here are some featured benefits : Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) with a 7% match, Health, Dental, and Vision Insurance, Disability Insurance, Paid Time Off, Commuter Benefit Program, Backup Dependent Care, Charitable Matching, Concierge Services, and a Wellness Program.

Certifications :

Series 07 - FINRA, Series 63 - FINRA

Most roles at Fidelity operate in a hybrid model, requiring associates to work onsite every other week (all business days, Monday to Friday) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please note that Fidelity's business is governed by various securities laws and regulations which may restrict hiring individuals with certain criminal histories.