Remote Financial Customer Advisor (401(k) Support)

Fidelity Investments; Omaha (NE); On-site; USD 24,796 - 33,062; Full time

Job summary

Fidelity Investments is hiring a Financial Customer Associate in the Greater Omaha area. This full-time, on-site role focuses on helping customers with 401(k) accounts, withdrawals, and account maintenance, while delivering education and resources to support financial decisions.

As a FCA, you will undergo a 14-week training cohort and ongoing coaching, balancing working from office and home as needed. A high school diploma or GED is required, with at least one year of customer service experience

Qualifications

• Minimum 1 year of customer service experience.
• High School diploma or GED required.
• Excellent communication, listening, and empathy to support diverse customers.
• Ability to adapt to different work environments and schedules.

Responsibilities

• Answer questions about customers' 401(k) balances and withdrawals.
• Assist with account maintenance, education, or resources.
• Provide education and guidance to help customers make informed financial decisions.
• Participate in training and onboarding for Fidelity Financial Customer Associates.

Skills

Customer service

Communication

Active listening

Empathy

Adaptability

Tech troubleshooting

Education

High School diploma or GED

Job description

Fidelity Investments is hiring a Financial Customer Associate in the Greater Omaha area. This full-time, on-site role focuses on helping customers with 401(k) accounts, withdrawals, and account maintenance, while delivering education and resources to support financial decisions.

As a FCA, you will undergo a 14-week training cohort and ongoing coaching, balancing working from office and home as needed. A high school diploma or GED is required, with at least one year of customer service experience