Client Relationship Advocate — Finance Licensing & Growth
Job in
Covington, Kenton County, Kentucky, 41011, USA
Listed on 2026-08-05
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-08-05
Job specializations:
-
Finance & Banking
Financial Sales, Bank Customer Service, Financial Advisor / Consultant
Job Description & How to Apply Below
Fidelity Investments is hiring a Customer Relationship Advocate (CRA) to deliver outstanding service onsite as part of a phased rollout. You will learn the financial services business, study for FINRA licenses (SIE, Series 7, 63) with Fidelity covering costs, and progress through milestones while supporting clients on inbound calls and various services.
The role emphasizes growth through training, teamwork, and ongoing skill development, with onsite requirements currently in place and potential
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