Customer Relationship Advocate

The Role
Join Fidelity as a Customer Relationship Advocate (CRA) and accelerate your early career growth with personalized support, skill development, and hands-on training. As a licensed professional, you'll deliver exceptional customer service while assisting Fidelity's valued clients through inbound phone calls. You'll learn to help with various client needs, from trade requests to money movement, and much more

What to Expect
As a new CRA, you'll immerse yourself in the financial services industry, apply concepts you learn, develop your skills, and set ambitious goals through three key milestones:

1. Licensing Preparation
   In your initial months, you'll prepare to become a FINRA Registered Representative by studying for your SIE®, Series 7, and Series 63 licenses, all fully sponsored by Fidelity. You'll receive paid study time and access to invaluable resources like licensing coaches and workshops to support your success
2. Skill Development
   In the following months, you'll manage more complex customer interactions while dedicating time each week to connect with your team, engage with leadership, and grow your professional network.
3. Proficiency
   As you gain confidence in serving customers, you’ll explore new career paths through job shadowing and our career center.

The Expertise and Skills You Bring

• A genuine commitment to achieving your FINRA SIE®, Series 7 Top Off, and Series 63 licenses through our premier licensing program.
• A passion for continuous learning and the ability to quickly absorb new information to make informed decisions.
• An enthusiasm for building connections with customers by fostering meaningful, resolution-oriented conversations.
• The skill to handle diverse situations and navigate emotions to drive suitable resolutions.
• A growth-oriented mindset and personal accountability that contribute to long-term success.
• Exceptional critical thinking and analytical problem-solving skills, allowing you to interpret situations and leverage resources effectively.
• Comfort with learning new technologies and navigating multiple systems seamlessly.

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

The Team

Our Greatest Asset is Our People
We are committed to fostering a diverse workforce and nurturing a culture of belonging to create inclusive experiences for everyone.

Our benefits are designed to help you and your loved ones find that perfect work-life balance. Some of our featured benefits include 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 Benefits, Backup Dependent Care, Charitable Matching, Concierge Services, and a Wellness Program.

The base salary range for this position is $42,000 - $60,000 per year. The actual placement in this range will depend on job responsibilities, geographic location, relevant experience, and other factors.

Base salary is just one part of the total compensation package. Depending on the role, bonus or other variable compensation may also be part of your offer.

We offer extensive benefits including comprehensive health care coverage, emotional well-being support, competitive retirement plans, generous paid time off, parental leave, and educational assistance options including student loan repayment and tuition reimbursement.

Please note that most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (Monday to Friday). This policy does not apply to remote or fully onsite positions.

Fidelity's business activities abide by the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state securities laws, and self-regulatory organization regulations, which may restrict hiring individuals with certain criminal histories.