A pathway into financial services for all Rhode Islanders.
Fidelity Investments recently announced plans to bring 500 new jobs to their Smithfield, RI location. Together with Fidelity, SkillsRI is recruiting individuals with diverse backgrounds from across Rhode Island interested in an entry-level role with potential for career growth and advancement as a Customer Relationship Advocate.
From Woonsocket to Newport, Fidelity is Looking for You.
From the Classroom to Fidelity
• Graduating seniors in RI
• Interested in business or financial services
From Home to Fidelity
• Are you or have you been working remotely?
• Slowly transition back to an office with Fidelity
From Anywhere to Fidelity
• No finance experience? No problem.
• Fidelity is ready to invest in you
Learn More About the Role
Customer Relationship Advocate
Customer Relationship Advocate (CRA) is a position for people with a passion for assisting others. The CRA role is an integral part of a broader team that takes incoming calls from Fidelity’s customer base while addressing customer service issues.
Fidelity is looking for candidates who wish to gain financial expertise while growing professionally. Successful CRAs assist clients with a broad range of needs, including answering questions about their account balances to guide them to the appropriate resources. The goal remains consistent for all interactions: Help customers feel more confident about their financial decisions.
Earn Your Series 7 & Series 63 License with the Support of Fidelity
Fidelity will support you as you pursue your Series 7 license which will allow the license holder to sell all types of securities products except commodities and futures. The learning modules and exams cover investment risk, taxation, equity and debt instruments, packaged securities, options, and retirement plans.
Additionally, you will sit for your Series 63 license exam, which ensures you possess knowledge of ethical practices and fiduciary obligations. Learning modules cover the principles of state securities regulations and rules prohibiting dishonest or unethical practices.
About Fidelity Investments
Fidelity is widely known for their investment strategies and financial services, but it goes beyond that. Behind the success of their cutting-edge solutions and services are the dedicated, diverse advisors who guide their clients to achieve financial goals. With the support of SkillsRI, right now is your chance to get a foot-in-the-door with this major Rhode Island employer located in Smithfield, RI.
Voted as one of the best places to work by their own employees, Fidelity allows its advisors to take advantage of development programs, mentoring and access to a rich network of resources that grow your value and your technical skills as a professional. Whether your background has been in customer service, planning, tech, processing or analytics, there are several opportunities that we’re currently offering that could be the perfect pivot for the next step in your own career advancement!
