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Fidelity Financial Customer Associate Salary Jobs in Springfield, IL

Springfield Clinic

Senior Financial Analyst

Springfield, IL · On-site

$84K - $105K/yr

Provide excellent customer service and adhere to SC Way customer service philosophy. * Perform ... associates. * Advanced knowledge of Microsoft Office (emphasis on Excel and Access). Working ...

Carmax

Customer Specialist - Full Time

Springfield, IL · On-site

$17.20 - $25.80/hr

... test drives, and financing applications. * Conduct accurate vehicle condition assessments ... Associates considered full-time salaried are entitled to paid time away with no specified limit as ...

Carmax

Customer Specialist - Full Time

Springfield, IL · On-site

$17.20 - $25.80/hr

... test drives, and financing applications. * Conduct accurate vehicle condition assessments ... Associates considered full-time salaried are entitled to paid time away with no specified limit as ...

Tilly's

Sales Associate

Springfield, IL · On-site

$15 - $15.50/hr

As a Sales Associate, you will be responsible for delivering the Tillys Experience to our Customers ... We offer a 401k plan as your financial security is our priority. Employee Discounts: Shop to your ...

Tjx

Retail Customer Experience Coordinator

Springfield, IL · On-site

$16 - $16.50/hr

Oversees a team of Associates at front of store ensuring prompt, courteous customer service and ... salary and benefits package. TJX considers all applicants for employment without regard to race ...

Carmax

Sales Consultant - Customer Service

Springfield, IL · On-site

$17.20 - $25.80/hr

... test drives, and financing applications. * Conduct accurate vehicle condition assessments ... Associates considered full-time salaried are entitled to paid time away with no specified limit as ...

Tilly's

Seasonal Sales Associate

Springfield, IL · On-site

$15 - $15.50/hr

As a Sales Associate, you will be responsible for delivering the Tillys Experience to our Customers ... We offer a 401k plan as your financial security is our priority. Employee Discounts: Shop to your ...

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All JobsFidelity Financial Customer Associate Salary JobsFidelity Financial Customer Associate Salary Jobs in Springfield, IL

Fidelity Financial Customer Associate Salary information

See Springfield, IL salary details

$18.3K

$50.5K

$74.8K

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

As of Sep 3, 2026, the average yearly pay for fidelity financial customer associate salary in Springfield, IL is $50,511.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,600.00 and $61,400.00 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.

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.

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 resolves account issues. They typically communicate via phone or chat, use financial software, and require strong customer service skills and knowledge of financial services. The role often involves adhering to compliance standards and may require relevant certifications or training.

What job categories do people searching Fidelity Financial Customer Associate Salary jobs in Springfield, IL look for?

The top searched job categories for Fidelity Financial Customer Associate Salary jobs in Springfield, IL are:

What cities near Springfield, IL are hiring for Fidelity Financial Customer Associate Salary jobs?

Cities near Springfield, IL with the most Fidelity Financial Customer Associate Salary job openings:

Fidelity Financial Customer Associate Salary jobs near you

Personal Financial Counselor- Assignment Ready Counselor, Illinois

Magellan Health Services

Springfield, IL • On-site

$58K - $93K/yr

Full-time

Medical, Life

Re-posted 26 days ago

Job description

This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation.

  • Provides personal financial counseling and management services directly to service members and their families.

  • Assists service members in establishing a spending plan for extended absences.

  • Develops and makes available informational financial materials to service members and families.

  • Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

  • Responds to requests for age-appropriate classes or seminars.

  • Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.

  • Manages duty to warn situations according to Department of Defense (DoD) protocol.

  • Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.

  • Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.

  • All other duties as assigned.

The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.

Other Job Requirements

Responsibilities

Bachelor's degree required.
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
3+ years of financial counseling experience.
Must be a U.S. citizen and speak fluent English.
If required by the contract, must be bilingual in English and Spanish.
Be able to obtain a favorably adjudicated Tier 2 investigation.
Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

General Job Information

Title

Personal Financial Counselor- Assignment Ready Counselor, Illinois

Grade

24

Work Experience - Required

Financial Counseling

Work Experience - Preferred

Education - Required

A Combination of Education and Work Experience May Be Considered., Bachelor's

Education - Preferred

License and Certifications - Required

AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther

License and Certifications - Preferred

Salary Range

Salary Minimum:

$58,440

Salary Maximum:

$93,500

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

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