Description
Fidelity is hiring a Customer Relationship Advocate to provide licensed customer service, answer inbound calls, and support clients with trade requests, money movement, online support, and other financial services needs. The role includes a sponsored FINRA licensing program covering the SIE, Series 7, and Series 63 exams, followed by skill development and career-path exploration. The position requires strong communication, problem-solving, adaptability, and comfort with multiple systems; Fidelity does not provide immigration sponsorship, and onsite expectations may vary by region and role.
