SIE School Program - Financial Representative

Job Description:

FIDELITY INVESTMENTS

Customer Relationship Advocate - Financial Representative

Are you eager to be part of something positive and work within a dynamic and collaborative team environment? At Fidelity, collaboration isn’t just about working together in our teams; it’s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things right, and the compassion that drives us to go above and beyond to exceed expectations for our customers and each other. We have a phenomenal career opportunity for recent and upcoming college graduates, regardless of your major in school, because you do not need to have finance degree to advance in this role.

We offer a paid, industry-leading training and development program to fully prepare you to acquire FINRA Series 7 and 63 licenses. You will receive support, mentoring, dedicated study time and training materials to help you be successful in acquiring your FINRA licenses,

The skills you bring

• Ability to establish rapport and relationships through effective communication

• Unwavering dedication towards helping others while being pro-active

Responsibilities

Our successful Customer Relationship Advocates (CRA) are essential in interacting with our clients via incoming calls and assist them with a broad range of needs including:

• answering questions about their account balances

• guiding them to the appropriate online financial resources

• helping them feel more confident and make clearer financial decisions

• educating on options to improve their financial security and achieve their financial dreams.

Our commitment to you

• Student loan assistance and tuition reimbursement for eligible employees

• 18+ days of paid time off (based on years of service) plus 8 paid Federal holidays

• Opportunities to volunteer and give to your local community during work hours

• Workplace wellness initiatives, weekly meditation calls, and company subsidized balanced meal options at onsite cafeterias

• To learn about additional benefits, click here

• relocation benefits may be available

We believe in being #DifferentTogether. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees.

We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unrivaled perspectives and experiences.

COVID work policy

Safety is our top priority, so this role will be fully remote for the short term. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.

Dynamic working – post pandemic

Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style. Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

Learn More:  Dynamic Working

Fidelity Investments is an equal opportunity employer.
This opportunity is brought to you by Fidelity University Talent.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

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