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.