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Customer Relationship Advocate Career Development Experience- Covington, KY

Fidelity InvestmentsCovington, KY

Posted Oct 16, 2026

What you’d do

Answer inbound phone calls as a licensed Customer Relationship Advocate, helping clients with trade requests, money movement and online support. Full time; onsite all five days one week out of every four, with licensing exams (SIE, Series 7 Top Off, Series 63) completed through Fidelity's program. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

  • Complete FINRA SIE, Series 7 Top Off and Series 63 exams
  • Onsite 5 days one week out of every four
  • Full-time availability
  • Customer service and phone support skills
  • Aptitude for continuous learning and retaining information

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