From coast to coast, you can find flexibility and opportunity as a Customer Relationship Advocate.
Customer Relationship Advocate
Market news, quotes, retirement info, and everyday account questions all impact our customer experiences. So we empower you with paid training, Series 7 licensing, and a workplace where you can thrive as you grow your career.
You might not be an expert on financial services, but that doesn’t mean you can’t thrive at Fidelity. Make an impact for our customers while you build a career and find benefits that make an impact on your life.
See firsthand what it’s like to support Fidelity customers. You can make an impact for people every day.
ADAPTING THE WAY WE WORK
As the post-Covid world evolves, we are committed to a blended work approach that’s focused on building the relationships that fuel individual growth and collective success while supporting life needs.
To say we’re goal-oriented is an understatement. We actively empower managers and employees to look ahead because we know the impact an opportunity can have on your career.
Step 1: Training
Watch > Say > Try > Refine > Prove
Find a team as dedicated to your success as you are! In other words, we’re here to help motivate and support you in every way. We provide evaluation and strategies to improve, along with opportunities to practice new skills.
Step 2: Development
Do > Reinforce
Training staff, managers, and business leaders provide support and personalized feedback. Above all, your mentors will help you cement your skills and create a meaningful impact for our customers.
Step 3: Proficiency
Master > Maintain > Enhance
Being confident that you know the how, the what, and the why of any given customer interaction is great. Knowing you have the support to change and evolve along with our customers is even better.
GO BEHIND THE CERTIFICATION CURTAIN.
Try the FINRA Securities Industry Essentials (SIE) practice exam and see what it takes to get certified.