The Role Join our dynamic team as a Customer Relationship Advocate (CRA). This unique career development experience accelerates your growth at Fidelity by providing personalized support, skill-building, and extensive training. In this position, you will serve as a licensed professional, delivering exceptional customer service while assisting Fidelity's valued clients through inbound phone calls. You will acquire skills to address a wide array of client needs, including trade requests, money movements, online support, and much more! What to Expect As a new CRA, you will immerse yourself in the financial services industry, apply new concepts, develop practical skills, and challenge yourself to achieve new milestones through three key phases: Licensing Preparation In the initial months, you'll embark on your journey to become a FINRA Registered Representative by studying for and obtaining your SIE®, Series 7, and Series 63 licenses—all fully sponsored by Fidelity. This includes paid study time and access to invaluable resources like coaching and workshops. While the exams may pose challenges, we will support you every step of the way! Skill Development During the subsequent months, you will manage more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your professional network. Proficiency As you build confidence and expertise in customer service, you will have opportunities to explore new career paths through job shadowing and access to our career center. The Expertise and Skills You Bring Aptitude and dedication to succeed in completing the FINRA SIE®, Series 7, and Series 63 exams through our comprehensive licensing program. A strong enthusiasm for continuous learning and a commitment to studying new concepts, learning quickly, and retaining information for effective decision-making. A passion for building connections and a desire to establish rapport with customers through meaningful, solution-oriented conversations. Ability to navigate various situations, emotions, and conversations while driving towards effective resolutions. A growth mindset focused on long-term success, demonstrating adaptability and personal accountability. Outstanding critical and analytical problem-solving skills with a proven ability to assess a situation, leverage resources, and provide appropriate solutions. Comfort with new technologies and proprietary platforms, confidently navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position. The Team Our Greatest Asset is Our People We are dedicated to fostering a diverse workforce, cultivating a culture of belonging, and creating inclusive experiences for our associates, customers, and communities. Our benefits programs are designed to support you and your loved ones in achieving a work-life balance. Featured benefits include Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) with 7% match, Health, Dental, and Vision Insurance, Disability Insurance, Paid Time Off, Commuter Benefit Program, Backup Dependent Care, Charitable Matching, Concierge Services, and a Wellness Program. Fidelity's hybrid working model combines the best of onsite and offsite work experiences. Onsite work supports our business strategy and culture, while offsite work brings valuable flexibility. Most hybrid roles require associates to be onsite every other week (Monday through Friday) at a Fidelity office.