2017 – 2019 Undergraduates - Customer Relationship Advocate

Fidelity Investments - Westlake, TX4.1

Full-timeEstimated: $31,000 - $39,000 a year
Are you eager to begin your career with an amazing organization? Do you enjoy helping others? Are you the “go to person “at school, work or in your community? Would your friends and family describe you as friendly and resourceful?
If your answer is YES to any or all of these questions, we really should talk!

The Team

We put our customers first in everything we do and they rely on us every day to provide guidance, confidence and the assurance that we’re protecting their financial future. You can impact their lives in a powerful way! You bring your passion, we’ll invest in you. We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 63 licenses where you will learn all about the financial services industry products. These inbound phone calls can range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same: help customers feel more confident, make clearer decisions, and achieve their own financial dreams.

The Expertise & Skills You Bring
Recent college graduate between December 2017 – December 2019…all majors are welcomed
Ability to build rapport and relationships
Unwavering commitment towards helping others
Effective communication
Ability to work in a team environment
Desire for continual learning and dedication to study and apply new concepts in order to obtain your financial licenses
The Value You Deliver

At Fidelity, collaboration isn’t just about working together in our small 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 just right, and the compassion that drives us to go the extra mile for our customers and each other. We ask for and act on our associates’ input on everything from busting through customer issues to designing our workspaces.

We believe that a balanced life is important. Our benefit programs are designed to help you and your loved ones balance the needs of work, life and family. Sound too good to be true? See for yourself and learn more about our benefit offerings.
https://go.fidelity.com/nr495

Click Here for a news story about how we are helping our employees payback their student loan debt.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com

Fidelity Investments is an equal opportunity employer.