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Client Success Advocate - Finance Licensing Path

Fidelity Investments

Fidelity Investments is seeking a Customer Relationship Advocate (CRA) to join our on-site team. You will be a licensed professional providing outstanding customer service while handling inbound calls and supporting clients with a broad range of needs, including trades, money movement, and online support. You will embark on a structured licensing pathway (SIE, Series 7, and Series 63) with full sponsorship, and participate in ongoing training, coaching, and career path exploration as you grow #J-18808-Ljbffr Fidelity Investments

Vacancy posted 3 days ago
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