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Licensed Financial Services Advocate Licensing Path

Job in Glocester, Providence County, Rhode Island, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2026-01-12
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Licensed Financial Services Advocate — Growth & Licensing Path
A leading financial services firm is seeking Customer Relationship Advocates to provide outstanding service and support clients. You will receive training to help obtain necessary financial licenses, engage with clients over the phone, and develop skills in handling various customer needs. Ideal candidates will have strong problem-solving skills and a passion for customer connection, along with a commitment to continuous learning.

This is a hybrid position based in Rhode Island.
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