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Financial Services CSR: Licensing Path & Growth
Job in
Covington, Kenton County, Kentucky, 41011, USA
Listed on 2026-07-15
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Financial Sales
Job Description & How to Apply Below
Fidelity Investments Inc. is seeking a Customer Relationship Advocate to handle inbound client calls, deliver exceptional service, and support various account requests.
The role emphasizes a structured licensing path with company-sponsored study time and coaching. You will progress through licensing milestones (SIE, Series 7, 63) while building product knowledge and client relationships in a fast-paced environment.
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