Financial Customer Advocate (Fairdale)

Fidelity Investments in Fairdale, KY

  • Industry: Financial Services - Banking/Investment/Finance - Securities Broker
  • Type: Full Time
  • $65,465.00 - 164,900.00
position filled

Do you enjoy helping others? Are you the go to person at work or in your community? Would your friends and family describe you as friendly and inventive? We really should talk...

The Skills You Bring

Caring about the well-being of customers and associates is at our core, and we want to talk to people who share our passion. Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking. At Fidelity, customer service is our top priority. We will teach you the industry but your unwavering dedication to customers and colleagues comes naturally.

The Expertise We're Looking For

Relationship building skills
Dedication to providing excellent customer service
Experience in service, healthcare, or hospitality in people facing industries are strongly preferred.

This is a full time hourly position that offers the opportunity for overtime based on the business needs and your availability

The Purpose of Your Role

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 and interactions 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 Value You Deliver

At Fidelity, collaboration isn't just about working together in our small teams (12-15); 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 focus and commit to our customers and each other. We ask for and act on our associates' input on everything from busting through customer issues to crafting our workspaces.

Your Life

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 benefits offerings:

Fidelity Investments was recognized as the Glassdoor Candidates' Choice Awards for 2015 and CareerBliss 50 Happiest Companies in 2015.

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

Apply now to learn more!

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer
We welcome those with experience in jobs such as Staff Accountant, Payroll Specialist, and Financial Analyst and others in the Accounting and Finance to apply.

Associated topics: annuities, bond, broker, commodities, derivatives, ira, investor, market, nasdaq, risk

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