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Remote Fidelity Financial Consultant Program Jobs

Relevante, Inc.

Financial Consultant

Cleveland, OH · On-site +1

$112K/yr

Remote role but MUST be Cleveland resident. * No Schwab employees! * In office opportunity. * No sponsorships or visa holders. No Corp to Corp. Benefits of the Financial Consultant: * Medical ...

Relevante

Financial Consultant

Cleveland, OH · Remote

$112K/yr

Remote role but MUST be Cleveland resident. * No Schwab employees! * In office opportunity. * No sponsorships or visa holders. No Corp to Corp. Benefits of the Financial Consultant: * Medical ...

Richter

Financial Consultant

Twinsburg, OH · Remote

Provide professional financial consulting services to clients through onsite and/or remote engagement. * Achieve objectives defined within the scope of each consulting engagement. * Deliver technical ...

Iremonger & Ashford Wealth Partners

Be Seen First

Financial Consultant

Los Angeles, CA · Remote

$65K - $100K/yr

This is a fully remote opportunity with flexible options for full-time, part-time, or referral ... What we provide: * A Competitive training program to help you get started * Mentorship and ...

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$121K

How much do remote fidelity financial consultant program jobs pay per year?

As of Aug 1, 2026, the average yearly pay for remote fidelity financial consultant program in the United States is $62,502.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $87,000.00 per year, depending on experience, location, and employer.

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

To excel as a Remote Fidelity Financial Consultant, you need a solid understanding of financial planning, investment strategies, and client relationship management, typically supported by a bachelor’s degree and relevant FINRA licenses (such as Series 7 and 63/66). Proficiency with financial planning software, CRM systems, and Fidelity’s proprietary platforms is crucial. Outstanding communication, active listening, and problem-solving skills set top consultants apart in a virtual environment. These abilities are vital for building trust, delivering tailored financial advice, and maintaining strong client relationships remotely.

What is the Remote Fidelity Financial Consultant Program?

The Remote Fidelity Financial Consultant Program is a training and development initiative by Fidelity Investments designed to prepare individuals for a career as a financial consultant. Participants receive comprehensive training in financial planning, investment strategies, and client relationship management, all while working remotely. The program offers mentorship, licensing support, and hands-on experience to help consultants build the skills needed to guide clients in making informed financial decisions. Graduates typically move into client-facing roles within Fidelity, helping individuals and families achieve their financial goals.

What is the difference between Remote Fidelity Financial Consultant Program vs Remote Fidelity Financial Advisor?

FeatureRemote Fidelity Financial Consultant ProgramRemote Fidelity Financial Advisor
CertificationsSeries 7, 66, or 63 licenses often requiredSeries 7, 66, or 63 licenses typically required
Work EnvironmentRemote, client-facing, financial planningRemote, client-facing, investment advice
Employer & Industry UsageFidelity Investments, financial servicesFidelity Investments, financial services

The Remote Fidelity Financial Consultant Program focuses on providing financial planning and consulting services, often involving broader financial strategies. The Remote Fidelity Financial Advisor role emphasizes investment advice and portfolio management. Both roles require similar certifications and operate in remote client-facing environments within Fidelity Investments, but they differ mainly in scope and daily responsibilities.

What are some common challenges faced by participants in the Remote Fidelity Financial Consultant Program, and how can they be addressed?

Participants in the Remote Fidelity Financial Consultant Program often face challenges such as adapting to a virtual work environment, building strong client relationships remotely, and staying updated on evolving financial products and regulations. To address these, Fidelity provides comprehensive training, mentorship, and digital tools to facilitate communication and collaboration. Proactively seeking feedback, leveraging team resources, and engaging in ongoing learning can help consultants overcome these hurdles and deliver effective client service.
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Remote Fidelity Financial Consultant Program jobs near you

Workplace Financial Consultant - Sioux Falls, SD

Fidelity Investments

Sioux Falls, SD • On-site, Remote

Full-time

Retirement

Re-posted 6 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 150 rated financial services

Job description


Candidate will need to live in the Greater Sioux Falls, SD area in order to be on local client campuses 3-4 times each week.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Workplace Financial Consultant (WFC) within Fidelity's Workplace Education, Planning & Advice (WEPA) organization, you serve as a trusted partner to plan sponsors, Human Resources representatives, participants, and internal Fidelity partners. In this role, you are responsible for driving participant engagement and maximizing the value of employer-sponsored benefits programs, including 401(k), 403(b), equity compensation, stock plans, and other workplace benefits. You partner directly with plan sponsors to develop and execute ongoing engagement strategies that increase awareness, participation, and utilization of available financial wellness and retirement programs.
Acting as a key liaison between plan sponsors and Fidelity business partners, including local branch teams, you help align resources and deliver a consistent high-quality experience for all. A core component of the role is providing personalized financial planning and investment guidance to participants through one-on-one consultations, group workshops, benefits fairs, help desk sessions, lunch-and-learns, and other educational events. Topics may include retirement planning, investment strategies, equity compensation, stock plans, tax-efficient investing, estate planning, and broader financial wellness concepts. Through proactive relationship management, education, and advice, you play a critical role in improving participant outcomes and strengthening Fidelity's partnership with plan sponsors.
The Expertise and Skills You Bring
  • Bachelor's degree preferred
  • 3+ years of experience in financial services, wealth management, retirement planning, or a related advisory role
  • FINRA Series 7 and Series licenses required (or ability to obtain Series 66 upon hire), with all applicable state registrations
  • Life and Annuity license preferred
  • CFP® or CRPC® designation preferred
  • Strong knowledge of financial planning concepts and retirement planning
  • 1-2 years of client-facing experience providing financial guidance, education, or consultation preferred
  • Demonstrated ability to effectively present and facilitate group workshops, educational sessions, and client meetings
  • Proven ability to develop and maintain relationships with plan sponsors, Human Resources partners, and workplace stakeholders
  • Strong communication, relationship-management, and consultative skills
  • Ability to promote participant engagement and increase utilization of workplace financial benefits and resources
  • Strong organizational skills with the ability to manage multiple client relationships and priorities simultaneously
  • Ability and willingness to travel in support of client engagement activities and workplace events (up to 75%)

The Team
The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nationwide for our 401k, 403b, Equity Compensation and other benefits plan partners. Our value is delivered to over one million plan participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.
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:
Sales
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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