... associates, and external customers. Services include financial management advisory services, financial services, budget operations, cost analysis, and resource management systems.Qualifications:
... associates, and external customers. Services include financial management advisory services, financial services, budget operations, cost analysis, and resource management systems.Qualifications:
Jr Financial Consultant
Dayton, OH · On-site
Associate's Degree required ; Bachelor's preferred but not necessary. * 3-8 years of experience in ... or customer-facing roles. * Excellent written and verbal communication skills. * Strong ...
Quick apply
Jr Financial Consultant
Dayton, OH · On-site
Associate's Degree required ; Bachelor's preferred but not necessary. * 3-8 years of experience in ... or customer-facing roles. * Excellent written and verbal communication skills. * Strong ...
Rehab Associate (Part-Time)
Sidney, OH · On-site
The Rehab Associate is responsible for financial counseling, informing patients on co-pays and ... The Rehab Associate must demonstrate Customer Focus with Patience , Composure , and Compassion
Rehab Associate (Part-Time)
Sidney, OH · On-site
The Rehab Associate is responsible for financial counseling, informing patients on co-pays and ... The Rehab Associate must demonstrate Customer Focus with Patience , Composure , and Compassion
Rehab Associate (PRN)
Troy, OH · On-site
PRN - as needed, 8 Hour Shifts The Rehab Associate is responsible for financial counseling ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. The ...
Rehab Associate (PRN)
Troy, OH · On-site
PRN - as needed, 8 Hour Shifts The Rehab Associate is responsible for financial counseling ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. The ...
Rehab Associate (PRN)
Troy, OH · On-site
PRN - as needed, 8 Hour Shifts The Rehab Associate is responsible for financial counseling ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. The ...
Rehab Associate (PRN)
Troy, OH · On-site
PRN - as needed, 8 Hour Shifts The Rehab Associate is responsible for financial counseling ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. The ...
Rehab Associate (PRN)
Troy, OH · On-site
PRN - as needed, 8 Hour Shifts The Rehab Associate is responsible for financial counseling ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. The ...
Rehab Associate (PRN)
Troy, OH · On-site
PRN - as needed, 8 Hour Shifts The Rehab Associate is responsible for financial counseling ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. The ...
Rehab Associate (PRN)
Troy, OH · On-site
... financial counseling, informing patients on co-pays and deductibles, and/or providing financial ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. The ...
Rehab Associate (PRN)
Troy, OH · On-site
... financial counseling, informing patients on co-pays and deductibles, and/or providing financial ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. The ...
Rehab Associate (PRN)
Troy, OH · On-site
PRN - as needed, 8 Hour Shifts The Rehab Associate is responsible for financial counseling ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. The ...
Rehab Associate (PRN)
Troy, OH · On-site
PRN - as needed, 8 Hour Shifts The Rehab Associate is responsible for financial counseling ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. The ...
Financial Advisor Training Program
$234K - $490K/yr
... associate, account manager, sales, account manager, sales rep, outside sales, inside sales ... to grasp customer requirements, ability to work independently and take initiatives, sales rep, ...
Quick apply
Financial Advisor Training Program
$234K - $490K/yr
... associate, account manager, sales, account manager, sales rep, outside sales, inside sales ... to grasp customer requirements, ability to work independently and take initiatives, sales rep, ...
Rehab Associate (PRN)
Troy, OH · On-site
... financial/ treatments consents, placing of ordered PT/OT/ SP, obtaining and tracking pre ... The Rehab Associate must demonstrate Customer Focus with Patience , Composure , and Compassion
Rehab Associate (PRN)
Troy, OH · On-site
... financial/ treatments consents, placing of ordered PT/OT/ SP, obtaining and tracking pre ... The Rehab Associate must demonstrate Customer Focus with Patience , Composure , and Compassion
Rehab Associate (PRN)
Troy, OH · On-site
... financial/ treatments consents, placing of ordered PT/OT/ SP, obtaining and tracking pre ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. The ...
Rehab Associate (PRN)
Troy, OH · On-site
... financial/ treatments consents, placing of ordered PT/OT/ SP, obtaining and tracking pre ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. The ...
Rehab Associate (PRN)
Troy, OH · On-site
... financial/ treatments consents, placing of ordered PT/OT/ SP, obtaining and tracking pre ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. The ...
Rehab Associate (PRN)
Troy, OH · On-site
... financial/ treatments consents, placing of ordered PT/OT/ SP, obtaining and tracking pre ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. The ...
Rehab Associate (PRN)
Troy, OH · On-site
... financial/ treatments consents, placing of ordered PT/OT/ SP, obtaining and tracking pre ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. The ...
Rehab Associate (PRN)
Troy, OH · On-site
... financial/ treatments consents, placing of ordered PT/OT/ SP, obtaining and tracking pre ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. The ...
Rehab Associate (PRN)
Troy, OH · On-site
... financial/ treatments consents, placing of ordered PT/OT/ SP, obtaining and tracking pre ... The Rehab Associate must demonstrate Customer Focus with Patience , Composure , and Compassion
Rehab Associate (PRN)
Troy, OH · On-site
... financial/ treatments consents, placing of ordered PT/OT/ SP, obtaining and tracking pre ... The Rehab Associate must demonstrate Customer Focus with Patience , Composure , and Compassion
Sales Associate
Marysville, OH · On-site
$12.75 - $17.50/hr
As a Sales Associate , you beam with pride as you interact with customers and offer a unique ... Partner all of this with your drive for financial success and desire for long term career growth ...
Sales Associate
Marysville, OH · On-site
$12.75 - $17.50/hr
As a Sales Associate , you beam with pride as you interact with customers and offer a unique ... Partner all of this with your drive for financial success and desire for long term career growth ...
Sales Associate
Marysville, OH · On-site
$12.75 - $17.50/hr
As a Sales Associate , you beam with pride as you interact with customers and offer a unique ... Partner all of this with your drive for financial success and desire for long term career growth ...
Sales Associate
Marysville, OH · On-site
$12.75 - $17.50/hr
As a Sales Associate , you beam with pride as you interact with customers and offer a unique ... Partner all of this with your drive for financial success and desire for long term career growth ...
Sales Associate
Marysville, OH · On-site
$12.75 - $17.50/hr
As a Sales Associate , you beam with pride as you interact with customers and offer a unique ... Partner all of this with your drive for financial success and desire for long term career growth ...
Sales Associate
Marysville, OH · On-site
$12.75 - $17.50/hr
As a Sales Associate , you beam with pride as you interact with customers and offer a unique ... Partner all of this with your drive for financial success and desire for long term career growth ...
Rehab Associate (Part-Time)
Tipp City, OH · On-site
The Rehab Associate must demonstrate Customer Focus with Patience , Composure , and Compassion ... Must comprehend the hospital's financial policies, possess the ability to apply it to the patient ...
Rehab Associate (Part-Time)
Tipp City, OH · On-site
The Rehab Associate must demonstrate Customer Focus with Patience , Composure , and Compassion ... Must comprehend the hospital's financial policies, possess the ability to apply it to the patient ...
Rehab Associate (Part-Time)
Tipp City, OH · On-site
T/Th: 9:30am - 6:15pm Position Summary The Rehab Associate is responsible for financial counseling ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. Must ...
Rehab Associate (Part-Time)
Tipp City, OH · On-site
T/Th: 9:30am - 6:15pm Position Summary The Rehab Associate is responsible for financial counseling ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. Must ...
Rehab Associate (Part-Time)
Tipp City, OH · On-site
T/Th: 9:30am - 6:15pm Position Summary The Rehab Associate is responsible for financial counseling ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. Must ...
Rehab Associate (Part-Time)
Tipp City, OH · On-site
T/Th: 9:30am - 6:15pm Position Summary The Rehab Associate is responsible for financial counseling ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. Must ...
Fidelity Financial Customer Associate information
See Springfield, OH salary details
$16.7K - $21.3K
3% of jobs
$21.3K - $26K
1% of jobs
$26K - $30.7K
9% of jobs
$30.7K - $35.3K
6% of jobs
$37K is the 25th percentile. Wages below this are outliers.
$35.3K - $40K
16% of jobs
$40K - $44.7K
11% of jobs
The median wage is $46.3K / yr.
$44.7K - $49.3K
11% of jobs
$49.3K - $54K
14% of jobs
$55.3K is the 75th percentile. Wages above this are outliers.
$54K - $58.7K
15% of jobs
$58.7K - $63.3K
11% of jobs
$63.3K - $68K
3% of jobs
$16.7K
$45.9K
$68K
How much do fidelity financial customer associate jobs pay per year?
What is a Fidelity Financial Customer Associate?
What are the key skills and qualifications needed to be a Fidelity Financial Customer Associate?
What are some common challenges faced by a Fidelity Financial Customer Associate, and how can new hires prepare for them?
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 job categories do people searching Fidelity Financial Customer Associate jobs in Springfield, OH look for?
The top searched job categories for Fidelity Financial Customer Associate jobs in Springfield, OH are:
What cities near Springfield, OH are hiring for Fidelity Financial Customer Associate jobs?
Cities near Springfield, OH with the most Fidelity Financial Customer Associate job openings:

FINANCIAL SPECIALIST - DIRECT HIRE AUTHORITY
Wright-patterson Air Force Base, OH • On-site
$76K/yr
Part-time
Re-posted 11 days ago
Job description
The primary purpose of this position is to deliver and support Agile War-Winning Capabilities in AFMC by providing financial management services to all
personnel, programs, support missions, associates, and external customers. Services include financial management advisory services, financial services, budget operations, cost analysis, and resource management systems.Qualifications:Experience requirements described in the Office of Personnel Management (OPM) Qualification Standards for General Schedule Positions, DoD Instruction (DoDI) 5000.66, Defense Acquisition Workforce Education, Training, Experience, and Career Development.
SPECIALIZED EXPERIENCE: Applicants must have at least 1 year (52 weeks) of specialized experience at the next lower broadband NH-02, equivalent to the next lower grade GS-11 or equivalent in other pay systems. Specialized experience is described as: comprehensive knowledge of federal budget processes, including OMB and Congressional procedures, and demonstrated skill in analyzing the effects of budgetary actions; skill in providing technical financial assistance and expert advisory support throughout the integrated planning, programming, budgeting, execution, and closeout lifecycle; experience evaluating pending Congressional, OMB, DoD, USAF, and Comptroller General decisions to recommend strategic courses of action; experience conducting workload-based financial and cost reviews to determine organizational resource and funding requirements; and experience conducting special studies, developing and recommending procedural changes to streamline financial management, and using computerized budget systems effectively.
NOTE: Due to the use of 120-day rosters, this period of experience may be completed within 120 days of the closing date of this announcement.
KNOWLEDGE, SKILLS AND ABILITIES (KSAs): Your qualifications will be evaluated on the basis of your level of knowledge, skills, abilities and/or competencies in the following areas:
1. Knowledge of structure, programs and work methods of organization(s) for budgeting work.
2. Knowledge of the commonly used agency budget procedures, regulations, precedents, policies, and guides.
3. Comprehensive knowledge of OMB, Congressional, and agency financial management and program objectives, budget precedents and controls guidelines, and regulations.
4. Knowledge of Congressional, agency, and OMB budget processes, procedures, and requirements to include briefing formats and requirements.
5. Knowledge of budgeting regulations and procedures for providing procedural guidance on budget administration.
6. Knowledge of computerized budget system(s).
7. Skill in projecting and analyzing the potential effects of budgetary actions on national economic, social, and/or political objectives.
8. Skill in the analysis and resolution of complex problems.
9. Ability to communicate clearly and effectively, both orally and in writing.
10. Ability to select and apply a variety of analytical methods and techniques to budgetary processes and special studies.
11. Ability to develop new methods and techniques of budgeting applicable to the forecasting of long range funding needs.
12. Ability to gather, assemble, and analyze data to prepare financial cost estimates, develop alternatives and finding requirements, and make recommendations to resolve financial/funding problems.
PART-TIME OR UNPAID EXPERIENCE: Credit will be given for appropriate unpaid and or part-time work. You must clearly identify the duties and responsibilities in each position held and the total number of hours per week.
VOLUNTEER WORK EXPERIENCE: Refers to paid and unpaid experience, including volunteer work done through National Service Programs (i.e., Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religious; spiritual; community; student and social). Volunteer work helps build critical competencies, knowledge and skills that can provide valuable training and experience that translates directly to paid employment.You will receive credit for all qualifying experience, including volunteer experience.Education:Employment Type: OTHER