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Remote Fidelity Financial Consultant Program Jobs in Alabama

Marsh McLennan

$69K - $121K/yr

With offices across North America, we combine the personalized service model of a local consultant ... Remote work * Charitable contribution match programs * Stock purchase opportunities To learn more ...

New

Lifeworks

Medical Consultant

Huntsville, AL · Remote

As a global-leading health and well-being provider - encompassing physical, mental and financial ... This is a fully remote role; equipment will be provided as well as in-depth continuous training. A ...

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All JobsFidelity Financial Consultant Program JobsRemote Fidelity Financial Consultant Program JobsRemote Fidelity Financial Consultant Program Jobs in Alabama

Remote Fidelity Financial Consultant Program information

See Alabama salary details

$19.9K

$56.7K

$109.7K

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

As of Sep 2, 2026, the average yearly pay for remote fidelity financial consultant program in Alabama is $56,651.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,300.00 and $78,900.00 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.

What are popular job titles related to Remote Fidelity Financial Consultant Program jobs in Alabama?

For Remote Fidelity Financial Consultant Program jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Remote Fidelity Financial Consultant Program jobs in Alabama look for?

The top searched job categories for Remote Fidelity Financial Consultant Program jobs in Alabama are:

Remote Fidelity Financial Consultant Program jobs near you

FP&A Financial Analyst

Marsh McLennan

On-site, Remote

$69K - $121K/yr

Full-time

Medical, Retirement

Posted 2 days ago

New

Job description

Company: Marsh McLennan AgencyDescription:

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a FP&A Financial Analyst at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).

A day in the life.

As a FP&A Financial Analyst on the Corporate FP&A team, you'll assist in the development of monthly forecasts and yearly budgets. Prepare financial planning information and reports by collecting, analyzing and summarizing data and trends. Update financial databases through entering, verifying and securing data. Assist in month end close process by preparing recurring, standard and ad-hoc business performance reporting. Prepare and deliver consolidated reports, presentations and communication to management with the intention of eliciting critical decision support. Analyze monthly, quarterly and annual reporting and planning outlooks, highlighting material variances, risks and opportunities, and range of outcomes.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

  • Bachelor’s degree in finance, Accounting, Business or Economics

  • 3 to 5 years of relevant experience in financial planning and analysis

  • Excellent written, verbal and presentation skills to effectively interact with colleagues at all levels

  • Advanced Excel proficiency.

  • Ability to work independently and collaboratively in a fast-paced environment.

  • Strong attention to detail, problem-solving abilities and a results-driven mindset.

  • Collaborate mindset to enable effective partnership with Field FP&A Team and business.

These additional qualifications are a plus, but not required to apply:

  • Strong PowerPoint skills to synthesize and convey key findings

  • Previous experience using Oracle Hyperion, Power BI, Smartsheet

  • Exhibit an analytical and creative lens, with a strong desire to innovate and improve

We know there are excellent candidates who might not check all these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

  • Generous time off, including personal and volunteering

  • Tuition reimbursement and professional development opportunities

  • Remote work

  • Charitable contribution match programs

  • Stock purchase opportunities

To learn more about a career at MMA, check us out our website or flip through recruiting brochure .

Follow us on social media to meet our colleagues and see what makes us tick:

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Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

The applicable base salary range for this role is $69,400 to $121,400.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.Applications will be accepted until:September 11, 2026

Apply