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Fidelity Investments · 10 hours ago

Customer Relationship Advocate Career Development Experience- Westlake, TX

Roanoke, TX

Full-time

Hybrid

New Grad, Entry Level

Fidelity Investments is seeking Customer Relationship Advocates to join their team. In this role, you will provide outstanding customer service to Fidelity's clients while developing skills in the financial services industry and preparing for licensing exams.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

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!

As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:

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

Qualification

FINRA SIESeries 7Series 63Customer serviceAnalytical problem-solvingLearning new technologyCritical thinkingAdaptabilityCommunication skills

Required

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

Certifications: Series 07 - FINRA, Series 63 - FINRA