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

Fidelity•Covington, KY

7d•Onsite

About The Position

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. 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. 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.

Requirements

Must be able to prepare and sit for the SIE® exam.
Must be able to utilize study materials and a personalized portal for study software and Fidelity resources.
Must be able to engage at various key milestones throughout the program.
Must be able to learn about career opportunities at Fidelity.
Must be able to hear directly from associates and leaders.
Must be able to experience the culture from within Fidelity.
Any application for full time licensed employment will not be considered until completion of the program.
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.

Nice To Haves

Finishing schooling or thinking about changing careers.
Interest in helping clients with their finances and planning for their future.

Responsibilities

Prepare and sit for the SIE® exam.
Utilize study materials and a personalized portal for study software and Fidelity resources.
Engage at various key milestones throughout the program.
Learn about career opportunities at Fidelity.
Hear directly from associates and leaders.
Experience the culture from within Fidelity.