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Fidelity Financial Customer Associate Jobs in Utah

AAVMP

Associate Veterinarian

Herriman, UT · On-site

$110 - $140/hr

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

Foundever

Customer Support Associate

Orem, UT · On-site

$17/hr

Customer Support Associate Foundever is hiring Tech-Savvy and Financial Customer Service Support Associates to support leading brands across voice and digital channels. You'll resolve account and ...

Foundever

Customer Support Associate

Orem, UT · On-site

$17/hr

Customer Support Associate Foundever is hiring Tech-Savvy and Financial Customer Service Support Associates to support leading brands across voice and digital channels. You'll resolve account and ...

Foundever

Customer Support Associate

Orem, UT · On-site

$17/hr

Customer Support Associate Foundever is hiring Tech-Savvy and Financial Customer Service Support Associates to support leading brands across voice and digital channels. You'll resolve account and ...

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Showing results 21-40

All JobsFidelity Financial Customer Associate JobsFidelity Financial Customer Associate Jobs in Utah

Fidelity Financial Customer Associate information

See Utah salary details

$16.8K

$46.4K

$68.7K

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

As of Sep 2, 2026, the average yearly pay for fidelity financial customer associate in Utah is $46,397.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,400.00 and $56,400.00 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 job categories do people searching Fidelity Financial Customer Associate jobs in Utah look for?

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

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

Cities in Utah 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 Utah as of August 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 100% In-person job distribution, with an average salary of $46,397 per year, or $22.3 per hour.

Customer Relationship Advocate Career Development Experience- Salt Lake City, UT

Fidelity Investments

Salt Lake City, UT

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 29 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

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 (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

Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!

What to expect...

As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:

1. Licensing Preparation

In the first months, you'll prepare to become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way!

2. Skill Development

In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.

3. Proficiency

As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center.

The Expertise and Skills You Bring

  • Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program.

  • Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.

  • A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.

  • Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.

  • A desire for growth and a mindset that generates long term success through adaptability and personal accountability.

  • Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.

  • Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.

The Team

Our greatest asset is our people. We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.

Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Student Loan Assistance, 401(K) up to 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Charitable match, Concierge Services, and Wellness Program. (Learn More)

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 63 - FINRACategory: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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