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Licensed Financial Services Advocate Licensing Path

Remote / Online - Candidates ideally in
Hopedale, Worcester County, Massachusetts, 01747, USA
Listing for: Fidelity Investments
Remote/Work from Home 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
Location: Hopedale

A leading financial services firm in Hopedale is seeking a Customer Relationship Advocate to provide exceptional service to clients. This role includes preparing for FINRA licenses, handling customer inquiries, and developing a career within the financial industry. Ideal candidates should possess strong communication and problem-solving skills, along with a willingness to learn technology. This position operates in a hybrid model, combining remote work with onsite team engagement every other week.
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