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Remote Fidelity Financial Consultant Program Jobs

Katie's Financial Services LLC

Financial Consultant

... Remote environment!! This position is a Financial Consultant (part-time or full-time). Through our in-depth training program, you will also learn how to diagnose needs of an individual or family ...

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 ...

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 ...

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 ...

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 ...

Flagstar Bank

The Virtual Financial Consultant operates fully within a remote/virtual model and is accountable ... Sales Program and all applicable regulatory requirements. Job Responsibilities: JOB ...

Flagstar Bank

Virtual Financial Consultant

Troy, NY · Remote

The Virtual Financial Consultant operates fully within a remote/virtual model and is accountable ... Sales Program and all applicable regulatory requirements. Job Responsibilities: JOB ...

UnitedHealth Group

Financial Consultant

Dallas, TX · Remote

$72K - $130K/yr

This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within ... programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility ...

UnitedHealth Group

Financial Consultant

Dallas, TX · Remote

This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within ... 340B program. The role requires strong analytical capabilities, business partnership, and the ...

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Remote Fidelity Financial Consultant Program information

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$22K

$62.5K

$121K

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

As of Aug 21, 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 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 are the key skills and qualifications needed to thrive as a remote Fidelity Financial Consultant?

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 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.

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.

Does Fidelity allow remote work?

Fidelity Financial Consultant Program roles often offer remote work options, depending on the position and team needs. Candidates should review specific job postings for remote work availability and requirements, which may include virtual meetings and digital tools for client interactions.

Is a remote fidelity financial consultant program a good job?

A remote fidelity financial consultant program can offer flexible work arrangements and the opportunity to develop financial advising skills. Success in such programs often depends on strong communication, financial knowledge, and certification requirements. Job satisfaction varies based on individual goals and the program's structure.
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Remote Fidelity Financial Consultant Program jobs near you

Financial Consultant

Katie's Financial Services LLC

Remote

Full-time, Part-time

Posted 10 days ago

Job description

Description
We are looking to expand our team of financial consultants in a Fully Remote environment!!
This position is a Financial Consultant (part-time or full-time).
Through our in-depth training program, you will also learn how to diagnose needs of an individual or family, have a conversation with them about their financial goals and dreams, and help create a road map to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (included but are not limited to Getting out of debt, Budgeting, Retirement Planning, Wealth Accumulation, College Planning, Investments, Rollovers, Annuities, Roth IRA, Insurance).
Schedule: You create your own, besides ongoing weekly training - Tuesday 8 pm EST/5 pm PST and Saturday 12 pm EST/ 9amPST. Important Note: You don't have to quit your current job to join us. Whether you're exploring a new path or pursuing part-time income, this opportunity is structured to meet you where you are.
If you're ready to make an impact while building a flexible, fulfilling career, we want to hear from you!
Responsibilities
$46
Qualifications
$47

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