Customer Relationship Advocate Career Development Experience- Greenwood Village, CO
Fidelity(2 months ago)
About this role
A Customer Relationship Advocate (CRA) at Fidelity is an early-career, training-focused role that prepares associates for FINRA licensure through sponsored study for the SIE, Series 7, and Series 63 exams. The position emphasizes personalized development, mentorship, and career-path exploration within Fidelity's client-facing organization.
Required Skills
- Customer Service
- Phone Support
- Licensing
- Compliance
- Communication
- Problem Solving
- Multitasking
- Technology
Qualifications
- SIE
- Series 7
- Series 63
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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