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Customer Relationship Advocate — Licensing Path & Growth
Job in
Smithfield, Providence County, Rhode Island, 02917, USA
Listed on 2026-08-01
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-08-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Fidelity Investments Inc. is seeking a Customer Relationship Advocate (CRA) to join our team onsite in a structured, milestone-based program.
You will support clients, handle trade requests, and assist with money movements while pursuing FINRA SIE, Series 7, and Series 63 licenses with the company’s sponsorship. As you progress, you’ll gain deeper financial services knowledge, engage with leadership, and explore career paths through shadowing and Fidelity’s career resources.
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