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Fidelity’s Licensing Accelerator Program (SIE®) - Jacksonville, FL

Role overview

Qualifications

  • Interest in financial services
  • Willingness to learn and prepare for SIE® exam
  • Ability to engage with a network of Fidelity leaders
  • Commitment to completing the program

Responsibilities

  • Prepare and sit for the SIE® exam
  • Access study materials and resources provided by Fidelity
  • Participate in engagement opportunities throughout the program
  • Explore career opportunities and company culture at Fidelity

Key facts

Hard skills

Other skills

  • Communication
  • Customer Service
  • Engagement Skills

About the company

Fidelity Investments logo

Fidelity Investments

Financial Services

Company details

IndustryFinancial Services

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Job description

Job Description:

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

  • Fidelity will pay for the study materials and exam fee for you to sit for the Securities Industry Essentials® Exam.
  • 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.
  • 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.
  • 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.

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 & 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.

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.

Certifications:

Category:

Customer Service

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.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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