Fidelity Investments is actively hiring for our Personal Investing Business. The Customer Relationship Advocate (CRA) and Workplace Planning Associate roles are our preeminent and primary entry level roles into Fidelity and the financial services industry. Many of our senior leaders began their careers in this area of the business.
- The opportunity to learn
from the best coaches, peers, trainers and leaders
- Be a part of a 23+ week
paid training opportunity as you learn about our industry
- Study for your FINRA
Series 7 licenses with your peers and mentors, if pursuing the CRA role;
the WPA role is unlicensed
- Help others on a daily
basis to build the financial success they are seeking
- To take advantage of
highly competitive salaries and benefits, including our:
- Popular Student Loan
Repayment program (Fidelity helps you pay back your student loans)
- Tuition Reimbursement
Program
- 401K and profit sharing
benefits and lots more
Interact with customers via inbound calls, responding to
requests for information and assistance with their brokerage accounts. Engage
and educate customers to an understanding of the options or solutions that are
applicable to their situation and will lead to the greatest level of financial
success. Facilitate timely, accurate and efficient transactions and trade
mutual funds on the NYSE. Obtain Series 7 and 63 Securities licenses.
- 2020 graduates
- Open to ALL majors
- Experience in service,
healthcare, or hospitality in people facing industries
- Interest in finance,
investing, economic trends
- Strong communication
skills
