Do you enjoy helping others? Are you the “go to person” at work or in your community? Would your friends and peers describe you as friendly and curious?
We really should talk…
Fidelity wants extraordinary people with a passion for assisting others as candidates for a Customer Relationship Advocate (CRA) position. We have positions for those with and without college degrees…and if you don’t yet have a degree but want one – we support that too. To assist you with your higher education goals, Fidelity offers tuition reimbursement programs that can help you further your education.
No finance background…No problem
Yes, we are in financial services, but not in the old-fashioned way you might be thinking. If you come to us knowing the industry – great, but if you need support learning – that works too. We will provide you what you need through a paid world class training program to set you up for success. If you can bring us your dedication for helping others – we’ll teach you the financial expertise and assist you with becoming a licensed broker. At Fidelity, the customer experience is our top priority, and we’re looking for individuals that:
- Have relationship building skills and are committed to providing excellent customer service
- Have experience in people facing industries including service, retail, healthcare, or hospitality
This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability.
Regular participation at our on-location sites is an important part of our culture. Please be mindful of commute distance when considering applying.
Relocation assistance may be available for those who meet eligibility requirements
The Purpose of Your Role
The CRA role is an integral part of a broader team that takes incoming calls from our customer base while addressing customer service issues. We are looking for candidates who wish to gain financial expertise while growing professionally. Our successful CRAs assist clients with a broad range of needs including answering questions about their account balances to guiding them to the appropriate resources. The goal remains consistent for all interactions: help customers feel more confident, make clearer decisions, and achieve their own financial dreams.
Our Investments in You
Our benefit programs (opens in a new tab) are crafted to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
Training for Your Role
We offer a paid, industry-leading development program that will fully prepare you to engage with customers while acquiring your Series 7 and 63 licenses.
COVID work policy
Safety is our top priority. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite
Learn More: Dynamic Working (opens in a new tab)
Series 07 – FINRA, Series 63 – FINRA
At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity 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.
Fidelity 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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.
Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change. As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.
Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.
This is not a requirement to be vaccinated. It is a requirement to report vaccination status and, if vaccinated, provide proof.