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Customer Relationship Advocate — Licensing Path

Remote • Posted 4 days ago
Onsite Full Time Management & Operations

Fidelity Investments is seeking a Customer Relationship Advocate (CRA) to join our team and deliver exceptional service to Fidelity clients on inbound calls. You will learn to handle a broad range of client needs, including trading requests and money movement, while preparing for FINRA licensing steps.

Fidelity sponsors the SIE, Series 7 and Series 63 licensing process; onboarding emphasizes skill development, leadership engagement, and career progression.

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