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Licensed Client Relationship Advocate

Job in Covington, Kenton County, Kentucky, 41011, USA
Listing for: Fidelity Investments Inc.
Full Time position
Listed on 2026-08-20
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 36000 - 48000 USD Yearly USD 36000.00 48000.00 YEAR
Job Description & How to Apply Below

Fidelity Investments is seeking Customer Relationship Advocates (CRAs) to support clients via inbound calls and provide outstanding service while developing licenses. This role is onsite for one week every four weeks as Fidelity transitions to a full-time onsite model.

You will prepare to become a FINRA Registered Representative by studying for the SIE, Series 7, and Series 63 licenses, all fully sponsored by Fidelity, with paid study time and coaching.

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