Customer Relationship Advocate

  1. Jacksonville,FL
  2. Sep 02, 2017
  3. Government : Military

Customer Relationship Advocate, Seeking Military Veterans

You've already served your country and community in uniform and now we would like for you to help us serve our customers to ensure they are set up for future financial success.  You're probably thinking…I don't have financial services experience….well that isn't needed as we have fabulous training programs that will educate you on everything you need to know.

Fidelity Investments is looking for talented professionals to join our ranks in our Customer Relationship Advocate position.  Many of our employees have served their country with distinction.  Why not take the steps to become a part of this great legacy!

The Expertise We're Looking For

  • Relationship building skills
  • Commitment to customers
  • Experience in service, healthcare, or hospitality in people facing industries is a plus but not required.

The Purpose of Your Role


You bring your passion, we'll invest in you.  Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking.  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 Skills You Bring

  • Your unwavering commitment to customers
  • Discipline, drive and leadership qualities
  • Desire to learn and dedication to study and apply a 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 (15ish); 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. 


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 benefit offerings.

Total Benefits Flyer

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

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

 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




Fidelity values skills and experience attained from military experience.  We welcome applications from transitioning service members and veterans and encourage you to include information about transferrable skills and experience in your resume.


Fidelity Veteran Employees (FIVE) is a firm-wide networking and support group for military veterans that informs and supports Fidelity on matters related to the military community. The group offers professional development, networking, and mentoring for military veterans and interested associates, welcomes veteran new hires and colleagues rejoining Fidelity from deployment builds and maintains supportive connections with associates recalled to active service, and leads volunteer and charitable efforts that support military veterans.



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