Customer Relationship Advocate — Licensing Path
Job in
Fort Worth, Tarrant County, Texas, 76102, USA
Listed on 2026-07-24
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-07-24
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
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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