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$18.5K

$51K

$75.5K

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

As of Aug 4, 2026, the average yearly pay for fidelity financial customer associate salary 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 Salary vs Fidelity Financial Advisor Salary?

AspectFidelity Financial Customer AssociateFidelity Financial Advisor
Required CredentialsHigh school diploma or equivalent; FINRA Series 6 or 7 often preferredFINRA Series 7 and 66 licenses; CFP certification often preferred
Work EnvironmentCall centers, client support, administrative tasksClient meetings, financial planning, investment advice
Typical Salary Range$40,000 - $55,000$60,000 - $120,000+

Fidelity Financial Customer Associates primarily handle client support and administrative tasks with lower licensing requirements, resulting in a lower salary range. In contrast, Fidelity Financial Advisors provide personalized financial planning and investment advice, requiring advanced certifications and licenses, which leads to higher earning potential.

What does a Fidelity Financial Customer Associate do?

A Fidelity Financial Customer Associate assists clients with their financial accounts, provides information on investment products, and helps resolve account issues. They typically communicate via phone or chat, require strong customer service skills, and may use financial software to support client needs.

How much do entry level Fidelity Financial Customer Associates make?

Entry-level Fidelity Financial Customer Associates typically earn around $40,000 to $50,000 annually. Starting salaries can vary based on location, experience, and performance, and the role often requires strong communication skills and basic financial knowledge.
More about Fidelity Financial Customer Associate Salary jobs
What cities are hiring for Fidelity Financial Customer Associate Salary jobs? Cities with the most Fidelity Financial Customer Associate Salary job openings:
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What job categories do people searching Fidelity Financial Customer Associate Salary jobs look for? The top searched job categories for Fidelity Financial Customer Associate Salary jobs are:
Fidelity Financial Customer Associate Salary jobs near you
Infographic showing various Fidelity Financial Customer Associate Salary job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 75% In-person, and 25% Remote job distribution, with an average salary of $50,965 per year, or $24.5 per hour.

Financial Customer Associate - Jacksonville

Fidelity Investments

Jacksonville, FL • On-site

$13.50 - $18.50/hr

Full-time

Retirement

Re-posted 22 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description


Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite every other week (M-F, all 5 days). Onsite expectations are likely to evolve as the rollout continues.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
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 Jacksonville 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.
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 Expertise and 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

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 8 hour shift between the hours of 12:00pm - 8:30pm EST.
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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