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Fidelity information

See Ohio salary details

$29.3K

$59.8K

$134.8K

How much do fidelity jobs pay per year?

As of Jul 31, 2026, the average yearly pay for fidelity in Ohio is $59,796.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,850.00 and $72,215.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Fidelity Analyst, and why are they important?

To thrive as a Fidelity Analyst, you need strong analytical abilities, attention to detail, and a solid understanding of finance or investment principles, often backed by a degree in finance, economics, or a related field. Familiarity with portfolio management software, financial modeling tools, and certifications like CFA or Series 7 are typically advantageous. Excellent communication, problem-solving, and client service skills help build trust and effectively address client needs. These capabilities are critical for ensuring accurate investment analysis, regulatory compliance, and successful client outcomes in financial services.

What are some common challenges faced by Fidelity Analysts when working with sensitive financial data?

Fidelity Analysts often handle sensitive client and transactional data, making data security and accuracy top priorities. Common challenges include ensuring compliance with strict regulatory standards, managing large volumes of confidential information, and maintaining up-to-date knowledge of evolving security protocols. Collaborating closely with compliance officers, IT security teams, and other analysts is essential to effectively mitigate risks and ensure data integrity. Staying organized and detail-oriented helps Fidelity Analysts meet these challenges while supporting the company’s commitment to client trust.

What is an entry-level job at Fidelity?

An entry-level job at Fidelity typically includes roles such as client service associate, operations associate, or financial representative. These positions usually require minimal prior experience, focus on customer service or administrative tasks, and often provide on-the-job training and opportunities for advancement.

What is the starting salary for Fidelity?

The starting salary for a Fidelity employee varies depending on the role, location, and experience level. Entry-level positions typically start around $50,000 to $60,000 annually, with additional benefits and potential bonuses. Salaries may increase with skills, certifications, and performance.

What is the highest paying position at Fidelity?

At Fidelity, the highest paying positions are typically executive roles such as Chief Executive Officer (CEO), Chief Financial Officer (CFO), and other C-suite executives. These roles often have compensation packages that include base salary, bonuses, and stock options, reflecting their leadership responsibilities and experience levels.

What are Fidelity jobs?

Fidelity jobs refer to positions offered by Fidelity Investments, a multinational financial services corporation. These roles span a variety of areas including financial advising, customer service, technology, investment management, and operations. Employees at Fidelity typically help clients with investment choices, retirement planning, and managing financial portfolios. The company is known for offering comprehensive training, growth opportunities, and a strong benefits package. Working at Fidelity can be a good fit for those interested in finance, technology, and customer service.

Is it hard to get hired at Fidelity?

Getting hired at Fidelity can be competitive, as the company seeks candidates with relevant skills, experience, and certifications such as FINRA licenses for certain roles. The hiring process typically involves multiple interviews and assessments to evaluate technical knowledge and cultural fit. Strong communication skills and a good understanding of financial services can improve chances of success.
What are the most commonly searched types of Fidelity jobs in Ohio? The most popular types of Fidelity jobs in Ohio are:
What are popular job titles related to Fidelity jobs in Ohio? For Fidelity jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Fidelity jobs in Ohio look for? The top searched job categories for Fidelity jobs in Ohio are:
What cities in Ohio are hiring for Fidelity jobs? Cities in Ohio with the most Fidelity job openings:
Fidelity jobs near you
Infographic showing various Fidelity job openings in Ohio as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $59,796 per year, or $28.7 per hour.

Financial Services Representative - Columbus, OH

Fidelity Investments

Columbus, OH • On-site

Full-time

Posted 16 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 270 frontline employees who took The Breakroom Quiz

15th of 149 rated financial services

Job description


Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Have a passion for helping people? Join our team as a Financial Services Representative where you'll support Fidelity's customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you:
  • Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses-fully sponsored by Fidelity. You'll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams.
  • Build and Solidify Skills: You'll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You'll also have dedicated weekly time for development, networking, and training. After completing the program, you'll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.
  • Discover Success: You'll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.

During your onboarding experience, you'll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you'll transition to working on-site in the Investor Center each day.
The Expertise and Skills You Bring
  • High energy and enthusiasm with a demonstrated passion for helping people
  • Flexibility and self-motivation
  • Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
  • Eagerness to learn and build a profession in financial services
  • Ability to deliver an outstanding customer experience
  • Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once
  • Coachability, collaboration, and curiosity fuels success in the role

The Team
We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don't need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
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 66 - FINRA
Category:
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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