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Fidelity Financial Customer Associate Jobs in Ohio

UBS

Client Associate

Cincinnati, OH · On-site

Key responsibilities UBS Financial Services is looking to hire an Investment Associate to join the portfolio management team of a large advisory group in our Cincinnati Market. This position will ...

UBS

Client Associate

Miamisburg, OH · On-site

Do you know how to take care of people? We're looking for a Client Service Associate to: • keep ... We help high net worth and ultra-high net worth individuals and families meet their financial goals ...

RIA Recruiting

Client Service Associate

Columbus, OH · On-site

$65K - $80K/yr

Maintain our CRM, ensuring meeting notes and docs are stored accurately * Act as the primary point ... Schwab and Fidelity Requirements: * 2 years of financial services experience * Ability to ...

RIA Recruiting

Client Service Associate

Columbus, OH · On-site

$65K - $80K/yr

Maintain our CRM, ensuring meeting notes and docs are stored accurately * Act as the primary point ... Schwab and Fidelity Requirements: * 2 years of financial services experience * Ability to ...

UBS

Client Associate

Rocky River, OH · On-site

... with financial advisors to anticipate client needs and continuously elevate the client experience • Monitor account activity and ensure strict adherence to compliance, regulatory, and firm ...

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All JobsFidelity Financial Customer Associate JobsFidelity Financial Customer Associate Jobs in Ohio

Fidelity Financial Customer Associate information

See Ohio salary details

$17.6K

$48.5K

$71.8K

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

As of Sep 6, 2026, the average yearly pay for fidelity financial customer associate in Ohio is $48,452.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,000.00 and $58,900.00 per year, depending on experience, location, and employer.

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.

What are the key skills and qualifications needed to be a Fidelity Financial Customer Associate?

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 a Fidelity Financial Customer Associate, 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 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 popular job titles related to Fidelity Financial Customer Associate jobs in Ohio?

For Fidelity Financial Customer Associate jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Fidelity Financial Customer Associate jobs in Ohio look for?

The top searched job categories for Fidelity Financial Customer Associate jobs in Ohio are:

What cities in Ohio are hiring for Fidelity Financial Customer Associate jobs?

Cities in Ohio with the most Fidelity Financial Customer Associate job openings:

Fidelity Financial Customer Associate jobs near you
Infographic showing various Fidelity Financial Customer Associate job openings in Ohio as of August 2026, with employment types broken down into 76% Full Time, 20% Part Time, and 4% Contract. Highlights an 83% Physical, 1% Hybrid, and 16% Remote job distribution, with an average salary of $48,452 per year, or $23.3 per hour.

Outside Sales Representative

American Fidelity

Zanesville, OH • On-site

$87K - $119K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 22 days ago

Key responsibilities

  • Sell benefits, retirement, and supplemental insurance products and services to existing customers within a defined territory.

  • Build and maintain strong relationships with customers and develop needs-based recommendations for their employees.

  • Develop customized employee benefits packages through annual enrollments, group presentations, and new account development.

Job description

Our salaried account managers are responsible for selling benefits, retirement, and other supplemental insurance products and services in a defined sales territory serving an existing customer base of K-12 public schools. You will build strong, long-term relationships and develop specific, needs based recommendations for their employees, highlighting the benefits of American Fidelity's insurance portfolio.
We Offer
  • Base salary + uncapped commission + additional bonus potential
  • Company car, company credit card and paid travel expenses.
  • International sales award trips
  • Average first-year income is between $87,000 to $119,000.
  • 100% match when contributing 6% to your 401(k), with more matching opportunities after five years
  • You will have a defined territory
  • Multiple sales career path options
  • Consistent, standardized training designed for new Account Managers
  • Comprehensive benefits package includes medical, dental, vision and supplemental insurance plans.

Primary Responsibilities
Focus on growing and maintaining existing business-to-business accounts by directly selling insurance products and services to public school districts. Consult with current customers to provide value and meet financial needs. Build strong relationships with customers and association executives. Develop customized needs-based employee benefits packages through annual benefit enrollments, group presentations, and new account development opportunities.
Defined Territory - Each Account Representative is assigned a territory to manage and develop new accounts. Overnight Travel is Required. Must reside in the specific territory.
Extended Training Program-Account Representatives participate in a structured, comprehensive training program that includes on-the-job training within their territory, product & sales schools, and online training.
Company Overview
Founded in 1960, American Fidelity Assurance Company is a private, family-owned company specializing in the education, public sector, automotive and healthcare industries with products like group and individual life, health and annuity services as well as other financial security products and services.
For more information on our company, visit americanfidelity.com.
A Great Place to Work for All
American Fidelity is a certified Great Place to Work for All by the consulting company Great Place to Work. Being a salesperson is a challenging career, but it's a lot easier when you enjoy coming to work and believe in what you're selling. That's why at American Fidelity we offer products designed to help people. We train our Sales Colleagues to serve as consultants who help people decide which products are best for them - and which aren't. Being honest and transparent is a huge part of our culture - and that extends to our relationships with customers and policyholders. Being a Great Place to Work for All is another driver of our culture, and we are committed to creating an inclusive environment where everyone's voice is valued and respected.
If you'd like information about American Fidelity's privacy practices, please visit americanfidelity.com/privacy.
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