Customer Relationship Advocate Jobs

Join Fidelity as a Customer Relationship Advocate and launch your career with paid licensing support for FINRA SIE, Series 7, and 63 exams. In Westlake, you’ll handle inbound calls, assist with trades, money movement, and online support while building client rapport. This role offers personalized...

Launch your finance career as a Customer Relationship Advocate at Fidelity in Merrimack. You'll provide exceptional client service, handle trades, and money movement via phone. We provide paid study time and training to obtain your FINRA Series 7 & 63 licenses. Grow with personalized support and ...

Launch your finance career as a Customer Relationship Advocate at Fidelity in Smithfield. Receive fully sponsored FINRA licensing (SIE, Series 7 & 63) with paid study time. Provide exceptional phone-based client service, handling trades, money movement, and support. Join a team focused on your pe...

Launch your finance career as a Customer Relationship Advocate at Fidelity in Jacksonville. This hybrid role provides outstanding service via inbound calls, handling trades, money movement, and online support. We fully sponsor your FINRA licensing (SIE, Series 7, 63) and offer personalized traini...

Launch your finance career as a Customer Relationship Advocate in Covington. Provide exceptional service to Fidelity clients via phone, handling trades and account support. Gain fully sponsored FINRA licenses (SIE, Series 7 & 63) with paid study time and personalized coaching. Join a diverse team...