Customer Relationship Advocate — Finance Licensing Path
Job in
Westlake, Tarrant County, Texas, USA
Listed on 2026-08-23
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-08-23
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Fidelity Investments Inc. seeks a Customer Relationship Advocate to join our team.
You will provide excellent customer service over inbound calls and support Fidelity’s clients, with focus on trade requests, money movement, and online support. This role includes a structured three-stage development path: licensing prep for FINRA SIE, Series 7 Top Off, and Series 63, followed by skill development and career exploration; is onsite for one week every four weeks during rollout, with sponsorship not
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×