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Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for Brokerage Operations Representatives to work in Salt Lake City, Utah, Covington, KY, and Westlake, TX! <h3>The Role</h3> The focus of the Brokerage Operations Representative is to provide outstanding customer service to Fidelity shareholders by accurately establishing and updating brokerage accounts and all related features. Responsibilities include accurately processing client’s requests received through various channels. You will not be responsible for handling inbound client phone calls <h3>The Expertise and Skills You Bring</h3> <ul> <li>Bachelor’s degree OR equivalent work experience. </li><li>Financial services experience helpful and preferred. </li><li>1-2 years of experience in a customer service environment or transaction processing. </li><li>You have an outstanding ability to use your time effectively and are well organized </li><li>You have a strong analytical ability with great attention for detail </li><li>Your ability to detect high risk situations or problems and exercise your best judgment to react appropriately </li><li>Your robust verbal and written communication skills, and interpersonal skills </li><li>Your proven work ethic and ability to work in a fast-paced environment to meet processing timeframes </li><li>You’re able to be flexible and calmly adapt to new changes </li><li>Your ability to receive and implement feedback in a prompt manner </li></ul> <h3>The Team</h3> The Brokerage Operations organization is comprised of several middle office functions that support Fidelity’s Wealth and Brokerage associates and Retail end-clients with new accounts, inbound transfer of assets, and account features. <h3>COVID Work Policy</h3> Safety is our top priority. Once we can be together in person with fewer safety measures, this role will follow our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role. <h3>Dynamic Working – Post Pandemic</h3> Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style. Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

Fidelity TalentSource

Brokerage Operations Representative

<h3>Job Description:</h3>The RoleAre you interested in working in a fast paced, evolving organization? The Defined Contribution Conversion Lead (DCC) is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution Plans to DC Plan Services.<ul><li>The documentation and coordination of conversion data from prior recordkeepers. Our DCC's work with the client to develop a Conversion Strategy which details how the data will be converted to Fidelity. We then coordinate the delivery of this data from the Prior Recordkeeper and review the package for completeness. The DCC follows up with Prior Recordkeepers until all expected data is received and all questions are resolved.</li><li>The DCC also coordinates the transfer of assets to Fidelity, reconciles the trust balances to participants’ account balances, identifies all variances, and works with the client to resolve differences.</li></ul>The Expertise and Skills You Bring<ul><li>This position requires a minimum of 2 years’ experience in a combination of implementation and/or 401(k) operations. The individual should have a general understanding of the retirement market, client service, implementation processes, and a demonstrated ability in the duties and responsibilities mentioned above. A detailed understanding of Fidelity and its products and services is preferred.</li><li>Strong organizational and operational skills and the ability to work well with internal partners. The ability to anticipate potential problems and to plan for such events.</li><li>Proven problem solving and client management abilities. Excellent written and oral communication skills and attention to detail.</li><li>Strong presentation, consulting, and negotiating skills.</li><li>Strong analytical, problem-solving, problem identification skills.</li><li>Strong organizational/time management skills, auditing skills.</li><li>Bachelor’s degree or equivalent experience preferred.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamAs part of the Implementation Team, the DCC will participate in the discovery process with the Client, Prior Recordkeeper, and Prior Trustee to collect all data vital to complete the Implementation or Corporate Action Project. The DCC will act as the primary point of contact for the client on the following Implementation or Corporate Action project details: data conversion and asset transfer and reconciliation. We strive to provide outstanding execution and service throughout the project life cycle.<h3>Certifications:</h3><h3>Category:</h3>Client ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Fidelity Investments

Defined Contribution Conversion Lead

Job Title Tenure Track Professor in Management Requisition Number FE04549 Working Title Department Name 8F230:Department of Management Work Location Lexington, KY Type of Position Faculty Position Time Status Full-Time Tenure Track Status Tenure Track Required Education Eligible candidates must hold a Ph.D. in management or a related field. Required Related Experience 7 years Required License/Registration/Certification None Job Summary The Department of Management in the Gatton College of Business and Economics at the University of Kentucky seeks applications to fill one tenure-eligible position at the Associate or Full Professor level (Regular Title Series, 9-month Assignment Period) beginning August 1, 2026. Research agenda is open, and teaching load consists of three courses per year. Eligible candidates must hold a Ph.D. in management or a related field. The position may also involve other duties such as curriculum-building, assisting with program management, and mentoring students. The courses and other assigned duties will be determined by the Department Chair based on the candidate’s interests and areas of expertise. The assignment may be adjusted annually based on needs and performance. The Gatton College of Business and Economics values excellence in research and teaching and offers an outstanding environment for faculty members to succeed. The Department of Management is home to the LINKS Center for Social Network Analysis which attracts international researchers from a wide variety of disciplines. We seek scholars who can contribute to and enhance our research profile and visibility. In addition to a vibrant undergraduate major and strong doctoral program, the department also offers a Master of Science in Strategic Human Resource Management and Analytics and contributes courses to the College’s MBA programs. Compensation is highly competitive and includes an attractive package of benefits. You may view our full range of employee benefits by visiting the UK employee benefits web site: <a href="http://www.uky.edu/HR/benefits/" target="_blank">http://www.uky.edu/HR/benefits/</a> For additional information about the position, please contact Professor Walter Ferrier (<a href="mailto:walter.ferrier@uky.edu" target="_blank">walter.ferrier@uky.edu</a>), chair of the Department of Management. We encourage you to visit our department website: <a href="http://gatton.uky.edu/faculty-research/departments/management" target="_blank">http://gatton.uky.edu/faculty-research/departments/management</a>. Applications must include a letter of interest (upload under cover letter), a current CV, and the names and contact information for at least three references (used to solicit recommendation letters in advanced rounds of the search process). Applications will be reviewed immediately, but the position will remain open until filled. The Gatton College of Business and Economics is nearing its 100th anniversary. Over that time, we have been preparing principled leaders for the global economy, producing high quality, influential research, and supporting economic growth in Kentucky and beyond. Accredited by the AACSB, Gatton proudly offers a full range of undergraduate, graduate, and professional business and economics degrees and certificates in both a face to face an online format. We are housed in a 220,000 square foot state-of-the-art facility where the college accommodates the fastest growing student enrollment on UK’s campus, reaching nearly 5,000 students in Fall 2024. Through teaching, research, and outreach, the Gatton College has a direct, tangible influence on the lives of Kentucky’s citizens and people around the world. We are looking for professionals who embody the College’s tagline of “Blue Means Business.” Located in central Kentucky, Lexington (metro population about 350,000) is widely known as the “horse capital of the world” and is roughly an hour’s drive from Louisville and Cincinnati. Lexington has a number of desirable amenities, vibrant dining and nightlife, and plenty of outdoor activities and it is regularly cited as one of the top places to live in the US. Please consider joining our team. Skills / Knowledge / Abilities Does this position have supervisory responsibilities? No Preferred Education/Experience Eligible candidates must hold a Ph.D. in management or a related field. Deadline to Apply Open Until Filled Yes Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco &amp; Drug Free campus. As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Tenure Track Professor in Management

Job Title Tenure Track Professor in Management Requisition Number FE04548 Working Title Department Name 8F230:Department of Management Work Location Lexington, KY Type of Position Faculty Position Time Status Full-Time Tenure Track Status Tenure Track Required Education Eligible candidates must hold a Ph.D. in management or a related field. ABDs who expect to complete their degrees by August 2026 may also be considered. Required Related Experience None Required License/Registration/Certification None Job Summary The Department of Management in the Gatton College of Business and Economics at the University of Kentucky seeks applications to fill one tenure-eligible position at the Assistant Professor level (Regular Title Series, 9-month Assignment Period) beginning August 1, 2026. Research agenda is open, and teaching load consists of three courses per year. Eligible candidates must hold a Ph.D. in management or a related field. ABDs who expect to complete their degrees by August 2026 may also be considered. The position may also involve other duties such as curriculum-building, assisting with program management, and mentoring students. The courses and other assigned duties will be determined by the Department Chair based on the candidate’s interests and areas of expertise. The assignment may be adjusted annually based on needs and performance. The Gatton College of Business and Economics values excellence in research and teaching and offers an outstanding environment for faculty members to succeed. The Department of Management is home to the LINKS Center for Social Network Analysis which attracts international researchers from a wide variety of disciplines. We seek scholars who can contribute to and enhance our research profile and visibility. In addition to a vibrant undergraduate major and strong doctoral program, the department also offers a Master of Science in Strategic Human Resource Management and Analytics and contributes courses to the College’s MBA programs. Compensation is highly competitive and includes an attractive package of benefits. You may view our full range of employee benefits by visiting the UK employee benefits web site: <a href="http://www.uky.edu/HR/benefits/" target="_blank">http://www.uky.edu/HR/benefits/</a> For additional information about the position, please contact Professor Walter Ferrier (<a href="mailto:walter.ferrier@uky.edu" target="_blank">walter.ferrier@uky.edu</a>), chair of the Department of Management. We encourage you to visit our department website: <a href="http://gatton.uky.edu/faculty-research/departments/management" target="_blank">http://gatton.uky.edu/faculty-research/departments/management</a>. Applications must include a letter of interest (upload under cover letter), a current CV, and the names and contact information for at least three references (used to solicit recommendation letters in advanced rounds of the search process). Applications will be reviewed immediately, but the position will remain open until filled. The Gatton College of Business and Economics is nearing its 100th anniversary. Over that time, we have been preparing principled leaders for the global economy, producing high quality, influential research, and supporting economic growth in Kentucky and beyond. Accredited by the AACSB, Gatton proudly offers a full range of undergraduate, graduate, and professional business and economics degrees and certificates in both a face to face an online format. We are housed in a 220,000 square foot state-of-the-art facility where the college accommodates the fastest growing student enrollment on UK’s campus, reaching nearly 5,000 students in Fall 2024. Through teaching, research, and outreach, the Gatton College has a direct, tangible influence on the lives of Kentucky’s citizens and people around the world. We are looking for professionals who embody the College’s tagline of “Blue Means Business.” Located in central Kentucky, Lexington (metro population about 350,000) is widely known as the “horse capital of the world” and is roughly an hour’s drive from Louisville and Cincinnati. Lexington has a number of desirable amenities, vibrant dining and nightlife, and plenty of outdoor activities and it is regularly cited as one of the top places to live in the US. Please consider joining our team. Skills / Knowledge / Abilities Eligible candidates must hold a Ph.D. in management or a related field. ABDs who expect to complete their degrees by August 2026 may also be considered. Does this position have supervisory responsibilities? No Preferred Education/Experience Eligible candidates must hold a Ph.D. in management or a related field. ABDs who expect to complete their degrees by August 2026 may also be considered. Deadline to Apply Open Until Filled Yes Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco &amp; Drug Free campus. As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Job Title Image Management Specialist/On-Call/UKHC Requisition Number DU13478 Department Name H3180:Imaging Services Work Location Lexington, KY - Chandler Salary Range $19.00-$30.09/hour Type of Position Other Position Time Status On Call Required Education Associate’s Degree Required Related Experience Two years Required License/Registration/Certification None Physical Requirements This position requires sitting, standing and/or walking for extended periods of time. Shift Primarily 2nd shift Job Summary Facilitate and enhance the working environment for the Radiologists by improving workflow to increase efficiency and productivity. Offer primary phone support and take appropriate action to facilitate requests from referring providers in an accurate and timely manner. Enhance patient safety and flow by assisting the Radiologist in managing patient information and priorities. Skills / Knowledge / Abilities MS Office; ability to work independently; customer service oriented; experience in a busy professional office setting. Does this position have supervisory responsibilities? No Preferred Education/Experience Associates degree plus three or more years of related professional experience preferred. Deadline to Apply 09/20/2025 Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco &amp; Drug Free campus. As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Image Management Specialist/On-Call/UKHC

<h3>Job Description:</h3>The RoleA DC Data Exchange Senior Manager leads a team of Data Exchange Consultants as they transition ongoing interface feeds containing financial and participant data for defined contributions plans transitioning to Fidelity. Your leadership and strategic approach is what allows your team to meet client demands.The Expertise and Skills You Bring<ul><li>5+ years of operational and/or implementation management experience</li><li>3-5 years leading people directly</li><li>Excellent verbal and written communication skills including the ability to effectively interact with colleagues and clients at all levels</li><li>Consistent record balancing customer service and happiness with sound business judgment</li><li>Knowledge of DC benefit plan administration</li><li>Operational mentality delivering consistent quality process and control outcomes</li><li>Dynamic leadership with a focus on talent development and delivering quality outcomes</li><li>Develop, analyze, and evaluate management reporting mechanisms, performance measurements and service standards. Work closely with internal partners to evaluate and identify trends and formalize strategies designed to improve efficiencies.</li><li>Strong interpersonal and organizational skills such as leading by influence and establishing relationships at all organization levels</li><li>Ability to understand processes from start to finish while also being able to simplify problems into measurable concepts</li><li>Ability to influence across multiple geographic locations, processes, and functions</li><li>Ability to collaborate with business partners to resolve end-to-end process issues and champion improvements to the customer and associate experience</li></ul>Fidelity is not providing immigration sponsorship for this positionThe TeamData Conversion resides in the broader WI Implementation function. The Implementation teams work with new WI clients to transfer their existing retirement plans and ongoing interface feeds to HRIS vendors on to Fidelity’s platform. Participant data, and participant retirement selections are updated across internal and external systems to meet the expectations of every client and participants serviced.<h3>Certifications:</h3><h3>Category:</h3>Client Service, Transaction ProcessingFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Manager, Data Exchange Consultant

<h3>Job Description:</h3>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Covington site.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​What to expect…As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.<ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul>The Skills You Bring<ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul>The Value You Deliver<ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. <a href="https://jobs.fidelity.com/media/tx0gn13m/fid-2025-tpbs-fca-region2.pdf" target="_blank">Click here to learn about a few featured benefits (not all benefits are listed)</a>Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 8:30am – 8:30pm EST<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Financial Customer Associate - Covington

<h3>Job Description:</h3>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Customer Support Representatives, also known as Financial Customer Associates (FCA) in our Covington site.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​What to expect…As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.<ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul>The Skills You Bring<ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul>The Value You Deliver<ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. <a href="https://jobs.fidelity.com/media/tx0gn13m/fid-2025-tpbs-fca-region2.pdf" target="_blank">Click here to learn about a few featured benefits (not all benefits are listed)</a>Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 8:30am – 8:30pm EST<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Customer Support Representative - Covington

<h3>Job Description:</h3>Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?Whether you are finishing your schooling or thinking about changing careers, Fidelity’s Licensing Accelerator Program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE® Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals. The SIE® is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines.Our Licensing Accelerator Program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity’s LAP program, you will not be employed with Fidelity and you will not perform any work for Fidelity.What to expect…As a Fidelity Licensing Accelerator Program participant, you’ll be given the opportunity to prepare and sit for the SIE® exam as we invest in you<ul><li>Fidelity will pay for the study materials and exam fee for you to sit for the Securities Industry Essentials® Exam.</li><li>You will experience opportunities for engagement at various key milestones throughout the program and have access to a personalized portal for study software and Fidelity resources.</li><li>Throughout the program, you’ll have the ability to learn more about career opportunities at Fidelity, hear directly from associates and leaders, and see the culture from within.</li><li>Upon successful completion of the program, our skilled recruiters will partner with you on applying to our full-time Customer Relationship Advocate role where you can complete the Series 7 and other licenses and begin your career journey with Fidelity.</li></ul>Advantages of Fidelity’s LAP journey…You are learning. An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity’s licensing partners.You can explore. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you!You get exposure. Understand what our culture is like and the impact we have in our communities and regions.You are growing. From week one in the program, receive the support and structure to help you prepare for the SIE® exam &amp; explore a future at Fidelity.Our LAP program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity’s Licensing Accelerator program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE® while also allowing you to learn more about what a future career with Fidelity will look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program.<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Fidelity’s Licensing Accelerator Program (SIE®) - Covington, KY

<h3>Job Description:</h3>The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect… As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a> 2. Skill Development In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.The Expertise and Skills You Bring<ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The TeamOur Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. <a href="http://jobs.fidelity.com/media/4rkp1qv0/tpbs-cra-0225-cov-jax-2025.pdf" target="_blank">(Learn More)</a> <h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

34 Project Management / Professional Services Jobs in Kentucky