About this opportunity
Fidelity Investments Inc. lists this Customer Relationship Advocate — Finance Licensing Path opportunity in westlake, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Fidelity Investments Inc. seeks a Customer Relationship Advocate to join our team.
You will provide excellent customer service over inbound calls and support Fidelity’s clients, with focus on trade requests, money movement, and online support. This role includes a structured three-stage development path: licensing prep for FINRA SIE, Series 7 Top Off, and Series 63, followed by skill development and career exploration; is onsite for one week every four weeks during rollout, with sponsorship not
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.