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Fidelity Financial Customer Associate information

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$18.5K

$51K

$75.5K

How much do fidelity financial customer associate jobs pay per year?

As of Jun 16, 2026, the average yearly pay for fidelity financial customer associate in the United States is $50,965.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $62,000.00 per year, depending on experience, location, and employer.

What is the difference between Fidelity Financial Customer Associate vs Fidelity Financial Advisor?

AspectFidelity Financial Customer AssociateFidelity Financial Advisor
CredentialsHigh school diploma or equivalent; FINRA licensing often requiredFINRA Series 7 and 63 licenses; bachelor's degree often preferred
Work EnvironmentCall centers, branch offices, client support teamsClient meetings, financial planning sessions, advisory offices
Employer & Industry UsageEntry-level support role within Fidelity's retail banking and investment servicesClient-facing role providing personalized financial advice within Fidelity

The Fidelity Financial Customer Associate primarily handles client inquiries and support, requiring basic licensing and focusing on customer service. In contrast, the Fidelity Financial Advisor provides personalized financial planning and investment advice, requiring advanced licenses and certifications. Both roles are integral to Fidelity's client service but differ significantly in responsibilities and qualifications.

What are the key skills and qualifications needed to thrive as a Fidelity Financial Customer Associate, and why are they important?

To excel as a Fidelity Financial Customer Associate, you need a solid understanding of financial products, excellent customer service skills, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with CRM systems, financial planning software, and relevant licenses such as the Series 7 and 63 are often required. Outstanding communication, active listening, and problem-solving abilities help build client trust and resolve issues efficiently. These competencies are crucial for providing accurate guidance, maintaining compliance, and fostering positive client relationships in a fast-paced financial environment.

What are some common challenges faced by Fidelity Financial Customer Associates, and how can new hires prepare for them?

Fidelity Financial Customer Associates often face the challenge of managing a high volume of client inquiries while ensuring each interaction is personalized and accurate. Balancing multiple tasks—such as troubleshooting account issues, explaining financial products, and meeting performance metrics—can be demanding, especially during peak periods. New hires can prepare by developing strong communication skills, staying organized, and familiarizing themselves with Fidelity's product offerings and internal systems. Training programs and ongoing support from experienced colleagues help associates overcome these challenges and grow professionally within the team.

What is a Fidelity Financial Customer Associate?

A Fidelity Financial Customer Associate is a front-line representative who assists Fidelity Investments clients with their financial accounts and investment inquiries. They provide customer service, answer questions about products and services, help with account management, and may guide clients through online tools or basic transactions. Associates play a key role in ensuring a positive customer experience by resolving issues efficiently and providing reliable information. They often serve as the first point of contact for clients seeking support or information about their investments. This role requires strong communication skills and a good understanding of financial products and services.
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Fidelity Financial Customer Associate jobs near you

Financial Customer Associate - Merrimack

Fidelity Investments

Merrimack, NH • On-site

$14.75 - $20.50/hr

Full-time

Retirement

Posted 15 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 264 frontline employees who took The Breakroom Quiz

14th of 138 rated financial services

Job description

Job Description:
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 Merrimack 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.
  • 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.
  • 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.
  • Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
  • 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.

The Skills You Bring
  • Ability to establish rapport and relationships through effective communication
  • Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
  • Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
  • Proficiency in navigating and troubleshooting basic technology issues or systems.
  • Handle a variety of situations and conversations driving towards a resolution suitable for all
  • Self-motivated teammate with strong social skills who brings energy and passion to the team
  • Minimum 1 year of customer service experience
  • High School diploma or GED required

The Value You Deliver
  • A passion for helping people
  • Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
  • Provide outstanding customer service and communication via voice or digital channels

Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
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 10am - Midnight EST
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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