Job Description:

FIDELITY INVESTMENTS

Customer Relationship Advocate

Are you eager to be part of something positive and work within a dynamic and collaborative team environment? At Fidelity, collaboration isn’t just about working together in our teams; it’s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things right, and the compassion that drives us to go above and beyond to exceed expectations for our customers and each other. We have a phenomenal career opportunity for recent and upcoming college graduates, regardless of your major in school, because you do not need to have finance degree to advance in this role.

We offer a paid, industry-leading training and development program to fully prepare you to acquire FINRA Series 7 and 63 licenses. You will receive support, mentoring, dedicated study time and training materials to help you be successful in acquiring your FINRA licenses.

Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. This is free for everyone with the intent to help you gain a better understanding of the role. https://go.fidelity.com/ExperienceCRA

The skills you bring

• Ability to establish rapport and relationships through effective communication

• Unwavering dedication towards helping others while being pro-active

Responsibilities

Our successful Customer Relationship Advocates (CRA) are essential in interacting with our clients via incoming calls and assist them with a broad range of needs including:

• answering questions about their account balances

• guiding them to the appropriate online financial resources

• helping them feel more confident and make clearer financial decisions

• educating on options to improve their financial security and achieve their financial dreams.

Our commitment to you

• Student loan assistance and tuition reimbursement for eligible employees

• 18+ days of paid time off (based on years of service) plus 8 paid Federal holidays

• Opportunities to volunteer and give to your local community during work hours

• Workplace wellness initiatives, weekly meditation calls, and company subsidized balanced meal options at onsite cafeterias

• To learn about additional benefits, click here

• relocation benefits may be available

We believe in being #DifferentTogether. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees.

We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unrivaled perspectives and experiences.

Fidelity Investments is an equal opportunity employer.
This opportunity is brought to you by Fidelity University Talent.

Please see below for the salary range for work locations in Colorado only:

Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:

Please see below for the salary range for work locations in California only:

Please see below for the salary range for work locations in Washington only:

Certifications:

Fidelity Investments is a privately held company with a mission 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. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

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 Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.