At Fidelity, we actively invest in our people to help develop a career that works for them. Two of our associates, Bizzy, Workplace Planning Consultant & Kyli, Customer Relationship Advocate, talked to us about the training and support they received in their roles. Hear what they had to say:
Q: Before you started at Fidelity, what experience did you have in financial services?
Bizzy: Before Fidelity, I had been working full-time as a research coordinator in a healthcare setting and a district manager for a local restaurant. While neither occupation was directly tied to the financial services industry, I was responsible for managing operational finances in my role as a district manager. In my free time, I developed a keen interest in managing debt, establishing emergency savings, and investing to achieve personal goals.
Kyli: I had experience working as a business systems analyst on a mobile and online banking application. Working on a banking app exposed me to the language used and products offered by financial institutions. I will always encourage someone to still apply to Fidelity even if they do not have any financial background. Fidelity is going to teach you everything you need to know. If you are willing to learn and have a strong desire to help others then you will do well here!
Q: Tell us about the training programs at Fidelity:
Bizzy: From your start date, you will find Fidelity’s training is well structured with a healthy balance of self-led and guided learning. Practice exams, reading material, and office hours are provided to create an effective learning environment. Incoming associates are given a generous allotment of paid study time with opportunities for peer-to-peer training and the ability to call shadow with experienced associates.
Kyli: The training has included general information such as how to be on the phones, how to empathize with customers, how to handle difficult calls and situations, and also information specific to Fidelity. Just this week I began licensing training, where I am learning all about equities, debt and more so that I can pass the SIE, Series 7 and Series 63 exams.
Q: Was there anything that surprised you about Fidelity’s training and resources?
Bizzy: One thing I found pleasantly surprising was the breadth and variety of training resources to accommodate all types of learners. They have implemented systems and resources to reach every associate.
Kyli: YES. I had heard that Fidelity was a great company so I had high expectations, but Fidelity still managed to exceed my expectations. I was surprised by how caring the coaches are and the effort they go through to make sure we are all successful. The other thing that surprised me was how smooth the training and onboarding was. The team I am on has grown really close and we talk all day to each other, so even though we haven’t met in person we still have been able to get to know each other.
Q: How has the training program helped you?
Bizzy: Fidelity’s training has provided me with a thorough understanding of the financial services industry through ample opportunities for scheduled and paid study time. Their onboarding structure pushed me to network and interact with colleagues in a wide variety of company roles.
Kyli: I would say what I value the most about the training is the connections I made. We really formed a great group. I know I can reach out to the team chat for help, assistance, encouragement, etc. I know that I have formed lasting connections and am thankful to be working with such awesome people.
If you’re interested in learning more about our training at Fidelity and our Customer Relationship Advocate role, visit customeradvocate.FidelityCareers.com. If you’re interested in learning about our Workplace Planning and advice roles, check out these links: Workplace Planning Associate & Workplace Planning Consultant.
We have immediate openings!
