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Financial Service Associate Jobs in Raleigh, NC (NOW HIRING)

... Service associates are focused on compliance and customer service. They smile, greet and thank ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

... Service associates are focused on compliance and customer service. They smile, greet and thank ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

... Service associates are focused on compliance and customer service. They smile, greet and thank ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

... Service associates are focused on compliance and customer service. They smile, greet and thank ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

... Service associates are focused on compliance and customer service. They smile, greet and thank ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

... Service associates are focused on compliance and customer service. They smile, greet and thank ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Showing results 41-60

Financial Service Associate information

See Raleigh, NC salary details

$13

$31

$65

How much do financial service associate jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for financial service associate in Raleigh, NC is $31.07, according to ZipRecruiter salary data. Most workers in this role earn between $20.10 and $33.41 per hour, depending on experience, location, and employer.

What is the difference between Financial Service Associate vs Financial Advisor?

AspectFinancial Service AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 6 or 7, and possibly a state licenseOften requires Series 7, Series 66, and relevant certifications like CFP
Work EnvironmentBank branches, financial institutions, customer service settingsIndependent or firm-based, client-facing, advisory settings
Employer & IndustryBanks, credit unions, financial service firmsFinancial planning firms, wealth management companies
Primary FocusSupporting financial transactions, customer service, product salesProviding personalized financial planning and investment advice

The main difference is that a Financial Service Associate primarily supports banking operations and customer service, while a Financial Advisor offers personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and a broader scope of client interaction.

What do you do as a financial service associate?

A financial service associate assists clients with banking and financial products, such as loans, accounts, and investments. They provide customer service, process transactions, and may help with financial planning or advising, often using banking software and adhering to regulatory standards.

What is the role of a financial service associate?

A financial service associate assists clients with banking, investment, and financial products, providing advice and support to meet their financial goals. They often handle account management, process transactions, and may use financial software or tools, requiring strong communication and customer service skills.

What are the most commonly searched types of Financial Service jobs in Raleigh, NC?

The most popular types of Financial Service jobs in Raleigh, NC are:

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

Cities near Raleigh, NC with the most Financial Service Associate job openings:

Infographic showing various Financial Service Associate job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 88% Physical, 1% Hybrid, and 11% Remote job distribution, with an average salary of $64,622 per year, or $31.1 per hour.

Financial Customer Associate - Durham

Durham, NC • On-site

Fidelity Investments
Investment Management and Consulting Services • 10K+ employees

$14 - $19.25/hr

Full-time

Retirement

Re-posted 22 hours ago


Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 274 frontline employees who took The Breakroom Quiz


Job description


Do you genuinely enjoy making a difference in the lives of others? If you answered "yes" and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Durham site.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.
What to expect...
As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences.
  • Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
  • In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.
  • Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
  • This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.

The Skills You Bring
  • Ability to establish rapport and relationships through effective communication
  • Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
  • Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
  • Proficiency in navigating and troubleshooting basic technology issues or systems.
  • Handle a variety of situations and conversations driving towards a resolution suitable for all
  • Self-motivated teammate with strong social skills who brings energy and passion to the team
  • Minimum 1 year of customer service experience
  • High School diploma or GED required

The Value You Deliver
  • A passion for helping people
  • Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
  • Provide outstanding customer service and communication via voice or digital channels

Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday - Friday. Training hours are 8:30am - 5:00pm EST and post training must be able to work an 8 hour shift between the hours of 12:00pm - 12:00am EST.
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:
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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