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Fidelity Financial Customer Associate Jobs in Raleigh, NC

Fidelity Bank

Financial Advisor

Cary, NC · On-site

$60 - $90/hr

Serve as a resource and subject matter expert for associates regarding wealth management solutions ... Commitment to delivering exceptional client service consistent with Fidelity Bank's relationship ...

New

Fidelity Investments

Principal Software Engineer

Durham, NC

$130K - $174K/yr

... customer issues as drivers for internal change. Fidelity's Onsite Working Model Fidelity is ... related financial activities and the rules and regulations of numerous self-regulatory ...

Posted today

Fidelity Investments

Senior Low Voltage Designer

Durham, NC · On-site

$98K - $105K/yr

... excellent associate experience in every location. Fidelity manages more than11 million square ... related financial activities and the rules and regulations of numerous self-regulatory ...

Fidelity Investments

Senior Low Voltage Designer

Durham, NC · On-site

$98K - $105K/yr

... associate experience in every location. Fidelity manages more than 11 million square feet of space ... related financial activities and the rules and regulations of numerous self-regulatory ...

Fidelity Investments

Senior IT Data Analyst

Durham, NC · On-site

$83K - $104K/yr

... the Fidelity Associate, Workforce & Security Technology Product Area in Corporate Services. Our ... related financial activities and the rules and regulations of numerous self-regulatory ...

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All JobsFidelity Financial Customer Associate JobsFidelity Financial Customer Associate Jobs in Raleigh, NC

Fidelity Financial Customer Associate information

See Raleigh, NC salary details

$18K

$49.5K

$73.4K

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 Raleigh, NC is $49,542.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,900.00 and $60,300.00 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 Raleigh, NC?

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

What job categories do people searching Fidelity Financial Customer Associate jobs in Raleigh, NC look for?

The top searched job categories for Fidelity Financial Customer Associate jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Fidelity Financial Customer Associate jobs?

Cities near Raleigh, NC 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 Raleigh, NC as of August 2026, with employment types broken down into 76% Full Time, 21% Part Time, and 3% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $49,487 per year, or $23.8 per hour.

Financial Advisor

Fidelity Bank

Cary, NC • On-site

$60 - $90/hr

Other

Medical, Life, Retirement

Posted yesterday

New

Job description

Regular Full-Time Cary, NC, US

SUMMARY

The Financial Advisor is the primary advisor for clients typically in the $250K - $2MM segment (and may support "Prime" relationships as designed), delivering a structured advice experience including inquiry, planning, implementation, and periodic reviews. The Financial Advisor partners with specialists as needed and ensures consistent, proactive client engagement.

PRINCIPAL ACCOUNTABILITIES

Time: Description:

15%Develop and maintain a portfolio of investment and wealth management clients.

15%Conduct comprehensive financial reviews and needs analyses. Deliver personalized financial planning and investment recommendations based on each client's objectives, risk tolerance, and financial circumstances.

10%Build long-term trusted advisor relationships through proactive communication and ongoing portfolio reviews. Identify opportunities to deepen client relationships across banking, wealth management, trust, insurance, and lending products.

5%Generate new investment assets through referrals, prospecting, centers of influence, and community involvement.

5%Partner with retail and commercial banking teams to identify and cultivate wealth management opportunities. Conduct client seminars, educational workshops, and networking activities to enhance business development efforts.

5%Meet or exceed established production, asset growth, and client acquisition goals.

5%Develop and implement tailored investment strategies aligned with client goals. Provide guidance related to retirement planning, education planning, wealth accumulation, income strategies, and legacy planning.

5%Monitor portfolio performance and recommend appropriate adjustments, as needed.

5%Stay informed of market trends, economic conditions, investment products, and industry developments.

5%Ensure all activities comply with applicable SEC, FINRA, state insurance, and Bank regulations.

5%Maintain accurate and complete client documentation and records.

5%Adhere to all fiduciary, suitability, and disclosure requirements. Complete all required compliance training and continuing education.

5%Work collaboratively with Bank leadership and referral partners to promote a coordinated client experience.

5%Participate in sales meetings, branch visits, community events, and strategic initiatives. Serve as a resource and subject matter expert for associates regarding wealth management solutions.

5%Contribute to special tasks and projects, as assigned.

BASIC QUALIFICATIONS

Bachelor degree with 4 years’ experience in financial advisory, planning, brokerage, or Bank-based investment programs or an equivalent combination of education and experience.

ADDITIONAL QUALIFICATIONS
  • FINRA Series 7 License
  • FINRA Series 66 (or Series 63 and 65)
  • North Carolina Life and Health Insurance License (or ability to obtain within a specified timeframe.
  • Strong understanding of investment products, retirement planning, financial planning, and wealth management principles.
  • Excellent interpersonal, presentation, and relationship management skills.
  • Proven ability to identify client needs and recommend appropriate solutions.
  • Strong sales, business development, and networking skills.
  • Ability to communicate complex financial concepts in a clear and understandable manner.
  • Strong organizational skills and attention to detail.
  • Commitment to delivering exceptional client service consistent with Fidelity Bank's relationship-focused culture.
PREFERRED QUALIFICATIONS
  • Chartered Financial Consultant (ChFC®)

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.

They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Affirmative Action/Equal Opportunity Employer

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