Customer Service

HELPING OTHERS
IS YOUR CALLING,
AND WE’RE HIRING.

Combine your passion for helping others with a flexible and supportive career at Fidelity’s Regional Centers.

Immediate openings. Apply today

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Customer Service Opportunities

You might not be an expert on financial services, but that doesn’t mean you can’t thrive at Fidelity. We have an industry-leading training program and offer three entry-level Customer Service opportunities for unlicensed professionals. Choose the path that interests you most and we’ll take care of the rest.

CUSTOMER RELATIONSHIP ADVOCATE

  • Answer inbound calls from existing customers
  • Assist with account basics then progress to more complex calls around money movement, mutual fund trading, transfer of assets, and more!
  • We provide study support and pay for you to earn your Series 7 & 63 securities licenses (required)

FINANCIAL CUSTOMER ASSOCIATE

  • Answer inbound calls from existing customers
  • Assist with questions and transactions related to 401(k) retirement plans and related products—helping to take loans, make withdrawals, and more!
  • Future potential for you to pursue your Series 7 & 63 securities licenses (optional)

WORKPLACE PLANNING ASSOCIATE

  • Place requested outbound calls and answer inbound calls
  • Provide planning and advice to 401(k) participants so they get the most out of their Employer Plan—helping with investment and contribution decisions.
  • We provide study support and pay for you to earn your Series 7 & 66 securities licenses (required)

Fidelity Fully Funded Degree Program*:

Fidelity pays upfront 100% of your tuition and mandatory fees to your learning provider

*Terms and Conditions apply to all benefit programs.

INTERESTED?
LET’S GO INSIDE
A CALL.

See firsthand what it’s like to support Fidelity customers. You can make an impact for people every day.

LIFE AS A CUSTOMER RELATIONSHIP ADVOCATE

There is something for everyone as a CRA at Fidelity. Listen to associates talk about the training and support they have received as a CRA.

To view videos:

To view videos:

TRAINING AND CAREER DEVELOPMENT

Meaningful and Extensive Resources

Formal Training

Everything from call scenarios to learning games and videos to create the foundation of the financial skills you need to succeed.

Learning Resources

Find hands-on practice, online training, peer guides, on-the-job coaching, and much more. Our resources constantly evolve with your workplace needs.

Ongoing Support

Career growth is an ongoing process, so we provide support at every turn to ensure you can progress, learn new skills, and succeed in new roles.

Coaching & Mentoring

You’re not the only one thinking about your career. Managers and team leaders help you discover opportunities and prepare for new roles.

Hear About Our Training

We actively invest in our people to help develop a career that works for them. Listen directly to our associates’ experience.

Getting Your Series 7 with Fidelity

Learn about the training resources Fidelity provides to help you get your Series 7 license.

ADAPTING THE WAY WE WORK

As the post-Covid world evolves, we are committed to a blended work approach that’s focused on building the relationships that fuel individual growth and collective success while supporting life needs.

WE’RE AN EXPERIENCED
FINANCIAL SERVICES COMPANY.
POWERED BY YOUR EXPERIENCE.

If you’re looking to grow your career and you have a Series 7 license, opportunities are waiting for you at Fidelity.

GO BEHIND THE
CERTIFICATION CURTAIN.

Man smiling

Try the FINRA Securities Industry Essentials (SIE) practice exam and see what it takes to get certified.

FREQUENTLY ASKED QUESTIONS

WORK ENVIRONMENT

The hours of operation differ for each Regional Center but in general, the hours are designed to make our associates available as much as possible for clients.

The number of associates working in a Regional Center differs for each location and can range from 700 associates to over 5,500 associates.

Fidelity is committed to the professional development of associates and provides many resources to guide your career.

The role is focused on ensuring customer satisfaction with every interaction so the primary measure of success is customer experience.

As a company, we demonstrate a commitment to our core values and to the community. Delivering the best customer experience in the financial services industry is our top priority. We’re devoted to developing our associates’ skills with challenging positions and numerous opportunities for personal and professional growth.

While we love recent graduates, we also have roles that are perfect for people looking to change careers and begin their journey in financial services with us.

COMPENSATION AND BENEFITS

All of our Regional Center roles have a base salary and are eligible for a variable compensation plan. Role-specific details will be discussed in our interview process.

We offer a competitive benefits package that includes health, insurance, retirement and work-life programs. Learn more about our benefits

ADVANCEMENT OPPORTUNITIES

With our 10 Regional Centers, there are many opportunities to grow, both within a Regional Center and across the different locations.

Fidelity recognizes that career growth is enhanced through internal mobility. At the same time, it is important that employees remain in every position long enough to learn the skills required for the job and to fully contribute to the organization that provided the employee with the training and learning opportunity. Generally, Fidelity expects that in most circumstances the proper balance between career growth and contributions to the business unit require an employee to be in a position for at least 12 months before seeking other Fidelity opportunities.

REGISTER NOW FOR ONE OF OUR UPCOMING
CAREER WEBINARS.

Learn more about our company, benefits and culture – and the opportunities available at Fidelity. We are hiring for all levels, from individuals embarking on their first career to experienced professionals.

*Offers for employment and hiring timelines are subject to various factors, including but not limited to business processes, candidate qualifications, and background checks.