... exceeds customer expectations * Extensive knowledge of investment solutions The Team Fidelity ... associate achievements. Our benefit programs are designed to help you and your family strike the ...
... exceeds customer expectations * Extensive knowledge of investment solutions The Team Fidelity ... associate achievements. Our benefit programs are designed to help you and your family strike the ...
Click to hear from a few of our associates about the outstanding benefits Fidelity offers:Benefits ... of financial planning and your ability to build relationships, you will effectively profile ...
Click to hear from a few of our associates about the outstanding benefits Fidelity offers:Benefits ... of financial planning and your ability to build relationships, you will effectively profile ...
Fidelity will not provide immigration sponsorship for this position. Client Support Specialist We ... general financial planning concepts * Proven customer service, client support and problem ...
Fidelity will not provide immigration sponsorship for this position. Client Support Specialist We ... general financial planning concepts * Proven customer service, client support and problem ...
Financial Strategy Associate
Wilmington, DE · On-site +1
Willing to obtain financial licensing Experience in hospitality, sales, customer service, leadership, business, or finance is beneficial, but not required. What We Offer * Flexible remote work ...
Financial Strategy Associate
Wilmington, DE · On-site +1
Willing to obtain financial licensing Experience in hospitality, sales, customer service, leadership, business, or finance is beneficial, but not required. What We Offer * Flexible remote work ...
Customer Care Associate
Wilmington, DE · Hybrid
$14 - $19.50/hr
Continental Finance Company specializes in credit card options for those consumers with less than perfect credit. We are seeking a Customer Care Associate to support our Credit Protection team.
Customer Care Associate
Wilmington, DE · Hybrid
$14 - $19.50/hr
Continental Finance Company specializes in credit card options for those consumers with less than perfect credit. We are seeking a Customer Care Associate to support our Credit Protection team.
Customer Care Associate
Wilmington, DE · On-site
$14 - $19.50/hr
Continental Finance Company specializes in credit card options for those consumers with less than perfect credit. We are seeking a Customer Care Associate to support our Credit Protection team.
Customer Care Associate
Wilmington, DE · On-site
$14 - $19.50/hr
Continental Finance Company specializes in credit card options for those consumers with less than perfect credit. We are seeking a Customer Care Associate to support our Credit Protection team.
Customer Care Associate
Wilmington, DE · On-site
$14 - $19.50/hr
Continental Finance Company specializes in credit card options for those consumers with less than perfect credit. We are seeking a Customer Care Associate to support our Credit Protection team.
Quick apply
Customer Care Associate
Wilmington, DE · On-site
$14 - $19.50/hr
Continental Finance Company specializes in credit card options for those consumers with less than perfect credit. We are seeking a Customer Care Associate to support our Credit Protection team.
Customer Service Associate
Smyrna, DE · On-site
$15.50 - $19.25/hr
As a Customer Service Associate (CSA), you are the friendly face that puts the wow in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
Smyrna, DE · On-site
$15.50 - $19.25/hr
As a Customer Service Associate (CSA), you are the friendly face that puts the wow in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
Middletown, DE · On-site
$15.50 - $19.25/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
Middletown, DE · On-site
$15.50 - $19.25/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
Middletown, DE · On-site
$15.50 - $19.25/hr
As a Customer Service Associate (CSA), you are the friendly face that puts the wow in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
Middletown, DE · On-site
$15.50 - $19.25/hr
As a Customer Service Associate (CSA), you are the friendly face that puts the wow in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
$15.50 - $19.25/hr
As a Customer Service Associate (CSA), you are the friendly face that puts the wow in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
$15.50 - $19.25/hr
As a Customer Service Associate (CSA), you are the friendly face that puts the wow in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
Newark, DE · On-site
$15.50 - $19.25/hr
As a Customer Service Associate (CSA), you are the friendly face that puts the wow in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
Newark, DE · On-site
$15.50 - $19.25/hr
As a Customer Service Associate (CSA), you are the friendly face that puts the wow in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
Millsboro, DE · On-site
$15.50 - $19.25/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
Millsboro, DE · On-site
$15.50 - $19.25/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
Middletown, DE · On-site
$15.50 - $19.25/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
Middletown, DE · On-site
$15.50 - $19.25/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
Georgetown, DE · On-site
$15.50 - $19.25/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
Georgetown, DE · On-site
$15.50 - $19.25/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
$15.50 - $19.25/hr
As a Customer Service Associate (CSA), you are the friendly face that puts the wow in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
$15.50 - $19.25/hr
As a Customer Service Associate (CSA), you are the friendly face that puts the wow in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
Camden, DE · On-site
$15.50 - $19.25/hr
As a Customer Service Associate (CSA), you are the friendly face that puts the wow in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
Camden, DE · On-site
$15.50 - $19.25/hr
As a Customer Service Associate (CSA), you are the friendly face that puts the wow in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
Wilmington, DE · On-site
$15.50 - $19.25/hr
As a Customer Service Associate (CSA), you are the friendly face that puts the wow in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
Wilmington, DE · On-site
$15.50 - $19.25/hr
As a Customer Service Associate (CSA), you are the friendly face that puts the wow in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
Millsboro, DE · On-site
$15.50 - $19.25/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
Millsboro, DE · On-site
$15.50 - $19.25/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
$15.50 - $19.25/hr
As a Customer Service Associate (CSA), you are the friendly face that puts the wow in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Customer Service Associate
$15.50 - $19.25/hr
As a Customer Service Associate (CSA), you are the friendly face that puts the wow in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...
Fidelity Financial Customer Associate information
See Delaware salary details
$18.5K - $23.7K
3% of jobs
$23.7K - $28.9K
1% of jobs
$28.9K - $34.1K
9% of jobs
$34.1K - $39.3K
6% of jobs
$41.1K is the 25th percentile. Wages below this are outliers.
$39.3K - $44.4K
16% of jobs
$44.4K - $49.6K
11% of jobs
The median wage is $51.4K / yr.
$49.6K - $54.8K
11% of jobs
$54.8K - $60K
14% of jobs
$61.4K is the 75th percentile. Wages above this are outliers.
$60K - $65.2K
15% of jobs
$65.2K - $70.4K
11% of jobs
$70.4K - $75.6K
3% of jobs
$18.5K
$51K
$75.6K
How much do fidelity financial customer associate jobs pay per year?
What is the difference between Fidelity Financial Customer Associate vs Fidelity Financial Advisor?
| Aspect | Fidelity Financial Customer Associate | Fidelity Financial Advisor |
|---|---|---|
| Credentials | High school diploma or equivalent; FINRA licensing often required | FINRA Series 7 and 63 licenses; bachelor's degree often preferred |
| Work Environment | Call centers, branch offices, client support teams | Client meetings, financial planning sessions, advisory offices |
| Employer & Industry Usage | Entry-level support role within Fidelity's retail banking and investment services | Client-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?
What are some common challenges faced by Fidelity Financial Customer Associates, and how can new hires prepare for them?
What is a Fidelity Financial Customer Associate?

Full-time
Posted 21 days ago
Fidelity Investments rating
8.8
Based on 269 frontline employees who took The Breakroom Quiz
9th of 150 rated financial services
Job description
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Expertise and Skills You Bring
- Proven success in building relationships, uncovering needs, and recommending solutions
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
- Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Coachable, collaborative, and curious are key attributes
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, takes initiative and exceeds customer expectations
- Extensive knowledge of investment solutions
The Team
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
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:
Series 07 - FINRA, Series 66 - FINRA
Category:
Sales
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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