Fidelity’s Licensing Accelerator Program (SIE®) - Salt Lake City, UT

About the role

The Fidelity Licensing Accelerator Program (LAP) is designed for those interested in a career in the financial services industry. It offers participants the chance to prepare for the Securities Industry Essentials (SIE) Exam, which is the first step towards earning the Series 7 license.

Responsibilities

• Paid study materials and exam fees for the SIE® Exam
• Access to a personalized portal for study software and Fidelity resources
• Engagement opportunities at various key milestones throughout the program
• Opportunities to learn more about career opportunities at Fidelity
• Exposure to Fidelity's culture and impact in communities and regions
• Support and structure to help prepare for the SIE® exam and explore a future at Fidelity

Requirements

To participate in the Fidelity Licensing Accelerator Program, you must not be employed with Fidelity and should not perform any work for Fidelity during the program. Upon successful completion, you will be eligible to apply for the full-time Customer Relationship Advocate role at Fidelity.

Qualifications

• Interest in the financial services industry
• Passion for helping clients achieve their financial goals
• Basic understanding of fundamental investment concepts

Skills

• Strong communication skills
• Ability to learn quickly and adapt to new environments
• Interest in financial planning and investment management

Benefits

• Free study materials and exam fees for the SIE® Exam
• Opportunities to engage with Fidelity leaders and resources
• Personalized support and structure to prepare for the SIE® exam
• Exposure to Fidelity's culture and impact in communities and regions

Pay

The pay for the full-time Customer Relationship Advocate role at Fidelity is competitive and commensurate with experience.

Schedule

The schedule for the Fidelity Licensing Accelerator Program is flexible and designed to accommodate your study and preparation needs. Participants are expected to dedicate time to studying and engaging with the program's resources.

Additional Information

Note: Any application for full-time licensed employment will not be considered until completion of the program. Fidelity's Onsite Working Model: Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.