Customer Relationship Advocate Career Development Experience- Jacksonville, FL
Fidelity(5 months ago)
About this role
A Customer Relationship Advocate (CRA) at Fidelity is an early-career, licensed professional role within Fidelity's customer service and sales organization focused on client-facing work and career development. The position features a Fidelity-sponsored licensing program (SIE, Series 7, Series 63) and a structured progression through milestones for training and proficiency. The role provides benefits and opportunities to explore internal career paths and development resources.
Required Skills
- Customer Service
- Communication
- Problem Solving
- Adaptability
- Multitasking
- Licensing
- Phone Support
- 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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