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Fidelity Financial Representative Jobs in Ohio (NOW HIRING)

American Fidelity

Sales Account Manager

Toledo, OH · On-site

$87K - $119K/yr

Consult with current customers to provide value and meet financial needs * Build strong ... Fidelity conducts business within 49 states, employing salaried, career Account Representatives ...

Americanfidelity

Outside Sales Representative

Toledo, OH · On-site

$87K - $119K/yr

... Fidelity's insurance portfolio. We Offer * Company car with gas card * Paid travel expenses ... Consult with current customers to provide value and meet financial needs * Build strong ...

Americanfidelity

Sales Account Manager

Toledo, OH

$87K - $119K/yr

Consult with current customers to provide value and meet financial needs * Build strong ... Fidelity conducts business within 49 states, employing salaried, career Account Representatives ...

Americanfidelity

Sales Account Manager

Columbus, OH

$87K - $119K/yr

Consult with current customers to provide value and meet financial needs * Build strong ... Fidelity conducts business within 49 states, employing salaried, career Account Representatives ...

VCA Animal Hospitals

Associate Veterinarian

Lakewood, OH · On-site

... representatives. Our facility includes: * Full in-house laboratory with access to Antech reference ... Innovative Associate health and well-being resources (Headspace app, Fidelity financial wellness ...

VCA Animal Hospitals

Associate Veterinarian

Lakewood, OH · On-site

... representatives. Our facility includes: * Full in-house laboratory with access to Antech reference ... Innovative Associate health and well-being resources (Headspace app, Fidelity financial wellness ...

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All JobsFidelity Financial Representative JobsFidelity Financial Representative Jobs in Ohio

Fidelity Financial Representative information

See Ohio salary details

$11

$23

$41

How much do fidelity financial representative jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for fidelity financial representative in Ohio is $23.99, according to ZipRecruiter salary data. Most workers in this role earn between $17.16 and $27.40 per hour, depending on experience, location, and employer.

What is a Fidelity Financial Representative?

A Fidelity Financial Representative is a professional who works for Fidelity Investments, assisting clients with their investment, retirement, and financial planning needs. They provide guidance on Fidelity’s products and services, help clients open and manage accounts, and answer questions about investment strategies. These representatives are knowledgeable about the financial markets and are trained to help clients work toward their financial goals. They may also assist with transactions, troubleshoot account issues, and ensure clients have the information they need to make informed decisions.

What are the key skills and qualifications needed to thrive as a Fidelity Financial Representative?

To thrive as a Fidelity Financial Representative, you need a solid understanding of financial products, investment strategies, and regulatory compliance, typically supported by a bachelor’s degree and FINRA Series 7 and 63/66 licenses. Familiarity with customer relationship management (CRM) platforms, financial planning software, and Fidelity’s proprietary systems is essential. Excellent communication, problem-solving abilities, and a client-focused mindset are vital soft skills that set top performers apart. These skills and qualifications are crucial for delivering effective financial advice, building trust with clients, and ensuring adherence to industry regulations.

How does a Fidelity Financial Representative typically collaborate with other team members to serve clients effectively?

As a Fidelity Financial Representative, collaboration is a key part of the role. You’ll work closely with other representatives, financial consultants, and specialists in areas such as retirement planning, investment strategies, and insurance products. Daily interactions may include joint client meetings, strategy sessions, and sharing insights to ensure clients receive well-rounded advice. This team-based approach not only enhances the client experience but also provides opportunities for learning and professional growth within the company.

What is the difference between Fidelity Financial Representative vs Fidelity Financial Advisor?

AspectFidelity Financial RepresentativeFidelity Financial Advisor
CertificationsSeries 6/7, possibly Life/Health licensesSeries 7, 66, CFP or similar certifications
Work EnvironmentBank branches, retail locations, call centersPrivate offices, client meetings, financial planning firms
Employer & Industry UsageFidelity Investments, retail financial servicesFidelity Investments, wealth management, financial planning

Fidelity Financial Representatives primarily focus on selling investment products and providing basic financial guidance within retail environments. In contrast, Fidelity Financial Advisors offer comprehensive financial planning and personalized advice, often requiring advanced certifications. Both roles serve clients but differ in scope, credentials, and client engagement level.

What are popular job titles related to Fidelity Financial Representative jobs in Ohio?

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

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

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

What cities in Ohio are hiring for Fidelity Financial Representative jobs?

Cities in Ohio with the most Fidelity Financial Representative job openings:

Fidelity Financial Representative jobs near you
Infographic showing various Fidelity Financial Representative job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $49,895 per year, or $24 per hour.

Outside Sales Representative

American Fidelity

Dayton, OH • On-site

$87K - $119K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 28 days ago

Job description

Our salaried, career Account Managers are responsible for selling worksite insurance products and services in a defined sales territory with an existing customer base. You will build strong, long-term relationships with businesses and develop specific, needs-based recommendations for their employees, highlighting the benefits of American Fidelity's insurance portfolio.
We Offer
  • Company car with gas card
  • Paid travel expenses (company credit card) base salary + uncapped commission + additional bonus potential International Sales Award Trips
  • First year income potential between $87,000 to $119,000
  • Consistent six figure income opportunity within 3-5 years
  • 401k with company match
  • Defined territory
  • Multiple sales career path options
  • Consistent, standardized training designed for new Account Managers
  • Comprehensive benefit package including multiple medical, dental, vision and supplemental insurance plans.

Primary Responsibilities
  • Focus on growing and maintaining existing Business to Business accounts by one-on-one sales of worksite insurance products and services to the community
  • Consult with current customers to provide value and meet financial needs
  • Build strong relationships with customers and association executives
  • Develop customized needs-based employee benefit packages through annual benefit enrollments and group presentations.
  • New account development opportunities

Company Perks:
  • National Presence - American Fidelity conducts business within 49 states, employing salaried, career Account Representatives located across the country.
  • Extended Training Program - Account Representatives participate in a structured, comprehensive training program including on-the-job training within your territory, Product and Sales Schools and online training.
  • Tenure - More than Double the Nation Average with 30% of our salaried career Account Representatives have been with American Fidelity for 10 years or more.
  • Defined Territory - Each Account Representative is assigned a territory to manage and develop new accounts.

Company Overview:
  • Founded in 1960, American Fidelity Assurance Company has grown to become one of the largest, private, family-owned life insurance companies in the United States. Focused on our core business, including disability income insurance, life insurance, and supplemental health insurance, American Fidelity has seen rapid and continuous growth. For more information on our company, visit www.americanfidelity.com.

At American Fidelity, we believe that creating a culture of diversity, equity and inclusion, where all Colleagues can be their best to provide the best service to our Customers, is vital to our success. This means cultivating a workforce with wide perspectives and creating opportunities for engagement, learning and listening.
If you'd like more information about American Fidelity's privacy practices, please visit americanfidelity.com/privacy".
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