Job DescriptionFidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently this role is required to be onsite every other week all 5 days. Onsite expectations are likely to evolve as the rollout continues. Note Fidelity will not provide immigration sponsorship for this position.
The RoleJoin 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 Fidelitys 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
What to expect… As a new CRA youll 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 PreparationIn the first months youll 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 were here to support you every step of the way
Skill Development In the following months youll handle more complex customer calls while dedicating time each week to connect with your team meet with your leader and expand your network.
ProficiencyAs you gain confidence and proficiency in serving customers youll explore new career paths through job shadowing and our career center.
The Expertise and Skills You BringAptitude 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.
The TeamOur greatest asset is our people. We are committed to building a diverse workforce enduring a culture of belonging and creating more inclusive experiences for our associates customers and our community.
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits not all benefits are listed Maternal and Parental Leave Student Loan Assistance 401K up to 7 match Health Insurance Dental Insurance Vision Insurance Disability Insurance Paid Time off Charitable match Concierge Services and Wellness Program. Learn More
Fidelitys Onsite Working ModelFidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently some roles and locations require 100 onsite presence while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
The base salary range for this position is 47500 - 50000 per year. Placement in the range will vary based on job responsibilities and scope geographic location candidates relevant experience and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support market-leading retirement generous paid time off and parental leave charitable giving employee match program and educational assistance including student loan repayment tuition reimbursement and learning resources to develop your career. Note the application window closes when the position is filled or unposted.
Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934 the Investment Advisers Act of 1940 the Investment Company Act of 1940 ERISA numerous state laws governing securities investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations including FINRA among others. Those laws and regulations may restrict Fidelity from hiring andor associating with individuals with certain Criminal Histories.
CertificationsSeries 07 - FINRA Series 63 - FINRACategoryCustomer Service ApplyAll fields are required. Candidates should limit the number of roles they apply to at any given time.
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Benefits that balance life and workFrom our fully paid parent leave to our on-site health and wellness centers our benefits support the belief that more balance you have the better you can achieve your goals.
BenefitsCompany overviewCompany overviewAt Fidelity we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodationsFidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodationsfmr.com or by calling 800-835-5099 prompt 2 option 3.
Equal opportunity employerFidelity Investments is an equal opportunity employer. We believe that the most effective way to attract develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screeningAt Fidelity we value honesty integrity and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal civil litigations and regulatory review employment education and credit review role dependent. These investigations will account for 7 years or more of history depending on the role. Where permitted by federal or state law Fidelity will also conduct a pre-employment drug screen which will review for the following substances Amphetamines THC marijuana cocaine opiates phencyclidine.
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