Customer Relationship Advocate Career Development Experience- Merrimack, NH
Fidelity(5 months ago)
About this role
An early-career Customer Relationship Advocate (CRA) at Fidelity participates in a structured development program that sponsors FINRA licensing (SIE, Series 7, Series 63) and provides coaching, training, and career development. The role places associates in Fidelity’s client-facing organization within the financial services sector, with opportunities to explore internal career paths as they gain proficiency.
Required Skills
- Licensing
- Customer Service
- Communication
- Problem Solving
- Analytical Thinking
- Tech Savvy
- Multitasking
- Adaptability
Qualifications
- SIE
- Series 7 - FINRA
- Series 63 - FINRA
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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