Top 90 Fidelity Jobs in Smithfield, Ri

Customer Relationship Advocate Career Development Experience- Smithfield, RI
Fidelity Investments —Smithfield, RI
- Full-time
- Analysis skills
- Entry level
- Wellness program
- Disability insurance
9d
Manager, Meetings & Events
Fidelity Investments —Smithfield, RI
- $74,000 - $141,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Loan repayment program
- Tuition reimbursement
Fidelity’s Licensing Accelerator Program (SIE®) - Smithfield, RI
Fidelity Investments —Smithfield, RI
- Full-time
- Entry level
Audit Associate
Fidelity Investments —Smithfield, RI
- Full-time
- CPA
- Mid-level
- Office
Trust Operations Representative - Wealth Client Experience
Fidelity Investments —Smithfield, RI
- Full-time
- Research
- Mid-level
- Office
11d
Principal Facilitator
Fidelity Investments —Smithfield, RI
- Full-time
- 6 years
- Master's degree
- Bachelor's degree
10d
Analyst, Equity Investment Services
Fidelity Investments —Smithfield, RI
- $80,000 - $153,000 a year
- Full-time
- Mid-level
- Office
- SQL
- Loan repayment program
- Tuition reimbursement
5d
Director, University Talent Program Leader
Fidelity Investments —Smithfield, RI
- Full-time
- Bachelor's degree
- Experience equivalent to degree accepted
- In-person
10d
Manager, Data Analytics and Insights
Fidelity Investments —Smithfield, RI
- $80,000 - $153,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Loan repayment program
- Tuition reimbursement
Risk Manager Operations
Fidelity Investments —Smithfield, RI
- Full-time
- 5 years
- Office
- Finance
Team Leader, Client Services
Fidelity Investments —Smithfield, RI
- Full-time
- Mentoring
- Financial services
- Senior level
Investment Management Consultant II - Smithfield
Fidelity Investments —Smithfield, RI
- Full-time
- Mid-level
- Office
- Bachelor's degree
Director, Asset Management and Enterprise Services Communications
Fidelity Investments —Smithfield, RI
- $103,000 - $211,000 a year
- Full-time
- Office
- Bachelor's degree
- Senior level
- Loan repayment program
- Tuition reimbursement
Director, Client Service Manager
Fidelity Investments —Smithfield, RI
- $95,000 - $186,000 a year
- Full-time
- System design
- Office
- Continuous improvement
- Loan repayment program
- Tuition reimbursement
Director, Learning Strategy & Operations
Fidelity Investments —Smithfield, RI
- $95,000 - $186,000 a year
- Full-time
- Analysis skills
- Financial services
- Training & development
- Loan repayment program
- Tuition reimbursement
Delivery & Systems Coordinator, Fidelity Workplace Consulting Technology
Fidelity Investments —Smithfield, RI
- Full-time
- Mid-level
- Mentoring
- APIs
Major Incident Response Production Support
Fidelity Investments —Smithfield, RI
- Full-time
- Azure
- Mid-level
- Windows
Product Manager
Fidelity Investments —Smithfield, RI
- $89,000 - $180,000 a year
- Full-time
- 6 years
- Research
- Bachelor's degree
- Loan repayment program
- Tuition reimbursement
Director, Communication & Education (Health and Welfare)
Fidelity Investments —Smithfield, RI
- Full-time
- Analysis skills
- Bachelor's degree
- Mentoring
Client Service Manager II (Custody) - Wealth Client Experience
Fidelity Investments —Smithfield, RI
- Full-time
- 5 years
- Office
- Bachelor's degree

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Customer Relationship Advocate Career Development Experience- Smithfield, RI

Fidelity Investments -
Smithfield, RI

Apply Now

Job Details

Full-time
9 days ago

Benefits

Wellness program
Disability insurance
Health insurance
Dental insurance
Paid time off
401(k) 7% Match
Parental leave
Vision insurance
401(k) matching
Loan assistance

Qualifications

Customer communication
Customer relationship building
Trading
Money transfers
Managing clients in a customer support role
Analysis skills
Decision making
Customer engagement
Investment account customer support
Experience practicing in the securities industry
Entry level
Series 63
Client interaction via phone calls

Full Job Description

Job Description:

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite for one week (all 5 days) out of every four weeks. Onsite expectations are likely to evolve as the rollout continues.

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!

What to expect…

As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:

1. Licensing Preparation

In the first months, you’ll prepare to become a FINRA Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way!

2. Skill Development

In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.

3. Proficiency

As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.

The Expertise and Skills You Bring

Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.
Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.
A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.
Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.
A desire for growth and a mindset that generates long term success through adaptability and personal accountability.
Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.
Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.

The Team

Our greatest asset is our people. We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.

Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Student Loan Assistance, 401(K) up to 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Charitable match, Concierge Services, and Wellness Program. (Learn More)

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Customer Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply Now

Refine Your Search

fidelity jobs in smithfield, ri

Customer Relationship Advocate Career Development Experience- Smithfield, RI

Manager, Meetings & Events

Fidelity’s Licensing Accelerator Program (SIE®) - Smithfield, RI

Audit Associate

Trust Operations Representative - Wealth Client Experience

Principal Facilitator

Analyst, Equity Investment Services

Director, University Talent Program Leader

Manager, Data Analytics and Insights

Risk Manager Operations

Team Leader, Client Services

Investment Management Consultant II - Smithfield

Director, Asset Management and Enterprise Services Communications

Director, Client Service Manager

Director, Learning Strategy & Operations

Delivery & Systems Coordinator, Fidelity Workplace Consulting Technology

Major Incident Response Production Support

Product Manager

Director, Communication & Education (Health and Welfare)

Client Service Manager II (Custody) - Wealth Client Experience

I want to receive the latest job alert for fidelity in smithfield, ri

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