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Fidelity Financial Customer Associate Jobs in Texas

VCA Animal Hospitals

Associate Veterinarian

Forney, TX · On-site

Innovative Associate health and well-being department (Headspace app subscriptions, Fidelity financial wellness tool, and access to additional mental health resources) * 401k retirement savings plan ...

VCA Animal Hospitals

Associate Veterinarian

Spring, TX · On-site

Join us as an Associate Veterinarian at VCA Champions Northwest Animal Hospital and you'll quickly ... Fidelity financial wellness tool, and access to additional mental health resources) • 401k ...

VCA Animal Hospitals

Associate Veterinarian

Garland, TX · On-site

Innovative Associate health and well-being department (Headspace app subscriptions, Fidelity financial wellness tool, and access to additional mental health resources) * 401k retirement savings plan ...

VCA Animal Hospitals

Associate Veterinarian

Coppell, TX · On-site

Innovative Associate health and well-being department (Headspace app subscriptions, Fidelity financial wellness tool, and access to additional mental health resources) * 401k retirement savings plan ...

VCA Animal Hospitals

Associate Veterinarian

Elgin, TX · On-site

Innovative Associate health and well-being department (Headspace app subscriptions, Fidelity financial wellness tool, and access to additional mental health resources) * 401k retirement savings plan ...

VCA Animal Hospitals

Associate Veterinarian

Elgin, TX · On-site

Innovative Associate health and well-being department (Headspace app subscriptions, Fidelity financial wellness tool, and access to additional mental health resources) * 401k retirement savings plan ...

VCA Animal Hospitals

Associate Veterinarian

Houston, TX · On-site

Innovative Associate health and well-being department (Headspace app subscriptions, Fidelity financial wellness tool, and access to additional mental health resources) * 401k retirement savings plan ...

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Showing results 41-60

All JobsFidelity Financial Customer Associate JobsFidelity Financial Customer Associate Jobs in Texas

Fidelity Financial Customer Associate information

See Texas salary details

$17.2K

$47.5K

$70.3K

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

As of Sep 4, 2026, the average yearly pay for fidelity financial customer associate in Texas is $47,481.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,300.00 and $57,800.00 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 Texas?

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

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

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

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

Cities in Texas 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 Texas as of August 2026, with employment types broken down into 100% Full Time. Highlights an 80% In-person, and 20% Hybrid job distribution, with an average salary of $47,481 per year, or $22.8 per hour.

Vice President, Branch Leader - Austin, TX

Fidelity Investments

Austin, TX • On-site

Full-time

Re-posted 19 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 152 rated financial services

Job description


It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.
The Expertise We're Looking For
  • We ask that you have at least five years in financial sales role

  • We believe that three or more years of management within a financial services environment is helpful

  • We require an active Series 9/10, 7 and 66 licenses

The Purpose of Your Role
Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.
The Skills You Bring
  • All-encompassing brokerage and mutual fund knowledge and expertise in financial planning

  • A contagious enthusiasm for hiring, mentoring and developing new branch associates

  • Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas

  • Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities

  • Positive attitude, empowering business professionalism and strong work ethic with high level of integrity

Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.
How Your Work Impacts the Organization
You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.
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 09 - FINRA, Series 10 - 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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