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Licensed Financial Services Advocate Licensing Path

Job in Woonsocket, Providence County, Rhode Island, 02895, 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 financial services company offers an exciting opportunity for a Customer Relationship Advocate. This role provides essential training, personalized support, and the chance to obtain necessary licenses to enhance career growth. Responsibilities include aiding clients via phone calls, assisting with trades and financial needs while fostering meaningful customer relationships. This position is hybrid, requiring onsite presence every other week, and presents a comprehensive benefits package.
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