Licensed Financial Client Advocate
Listed on 2026-10-11
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Finance & Banking
Financial Sales, Wealth Management, Financial Advisor / Consultant
Fidelity Investments seeks a Customer Relationship Advocate to provide exceptional service via inbound calls and support Fidelity clients with a range of financial service needs. The role is onsite with a phased rollout, including licensing sponsorship for SIE, Series 7, and 63 exams.
Early career development includes structured milestones: licensing prep, skill development, and proficiency with career path opportunities through shadowing and Fidelity’s career center.
Step into the Licensed Financial Client Advocate role at Fidelity Investments Inc. in Jacksonville, FL, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Jacksonville, FL, United States.
This opportunity is part of our work in Human Resources, Sales.
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