4 Things I Love About My First Job at Fidelity

4 Things I Love About My First Job at Fidelity 4 Things I Love About My First Job at FidelityMary has always loved helping people.In college she studied finance and personaltraining, which might not seem connected at first glance, but to herbei, theyactually shared a common thread Both subjects gave her the knowledge to helpother people achieve their goals.When she graduated and heard about theopportunity to become a Customer Relationship Advocate at Fidelity, she knewshe had found a job that would let her put her love of helping people achievegoals into action, and set her up for a great career path.Marys new role caters both to her passionsand her future ambitionsand she loves it. We spoke with her to get a bettersense of what makes the role so great. Heres what she told us.1. Helping People Achieve Their Financial GoalsIts something Ive always really enjoyed doing,taking care of finances, Mary says. In her role at Fidelity, shes accomplishingjust that. Customer Relationship Advoca tes are the first representatives atFidelity to speak with customers calling in and asking questions about how tonavigate their accounts and explore new services.Ive always liked helping people achievetheir goals, Mary explains. It started as a personal trainer helping peoplereach their fitness goals. Knowing that you are helping others make theirdreams come true is very rewarding for the client and myself.Helping people plan for their futures is atthe heart of the Customer Relationship Advocate role, tooand Mary couldnt bemore suited to the task.2. Managers, Mentors, and a CommunityA manager can make or break your experienceanywhere, even at your dream job. But for Mary, her managers are actually thebest part of her experience at Fidelity. They all care about her long-termgrowth.Even if theyre not directly my manager,Mary tells us, theyre available and eager to help me. If theyre in adifferent division of the company, I can totenstill go sit and talk with them.Marys management team not only makes sureshes prepared for her role with training and mentorship, theyre also askingher what she wants to do next and helping her to achieve that.They really care about you, which you dontfind at every company, she says.3. Building the Future She WantsLong-term, I see the role as a platform tobecome a financial advisor, Mary says.One of the ways she both works toward herfuture job and excels in her current one is the state-of-the-art trainingoffered by Fidelity.Thereare a ton of learning opportunities. Really knowing how to approach a specificposition and how to be successful in it is so valuable to me, Mary says.Describing one of these methods, called double-jacking, Mary explains how shecan plug into a phone call alongside an experienced colleague and witnessfirst-hand, how the job is best performed.I get to listen toactual conversations that theyre having on the spot with customers, and seewhat they might run into, she explains.Beyond the in-person training she receive sfrom managers, mentors, and colleagues, Mary can also learn angeschlossen. Fidelityhas built out an online platform that actually lets her prepare for possibleopportunities at the company. Fidelitys My Learning tool lets you look upother roles and access learning materials that will prepare you to progress inyour career, she says.In addition to the online learning, Mary isgiven the opportunity to visit other departments, speak with managers, andshadow people in the role she hopes to have one day.4. Community Service Matters At FidelityAnother thing is the volunteering. Ivealways cared about volunteering, and they give me a lot of options to do that,Mary says.Fidelity is committed to investing in thecommunities which they serve, and volunteering is one way of harnessing itsemployees know-how and passion to accomplish that goal. Some of the activitiesthat Fidelity helps Mary get involved in are tutoring first graders, working ata local food bank, and helping a local elementary school build affordableprojects and science experiments for the kids.Unsurprisingly, the advisor in Mary is mostattracted to working with students.My favorite so far is tutoring, she says.But there are a lot of opportunities depending on which group you choose.Find Your Dream Job at FidelityInterested in helpingothers (and yourself) build a brighter future? Learn more about finance andFidelity on the WayUp blog