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Remote Fidelity Financial Consultant Program Jobs in California

YO AI Labs

Word Expert - Remote

Palo Alto, CA · Remote

$30 - $50/hr

Remote Job Overview We are seeking experienced Business Document Experts to support an AI training ... Required Qualifications * 3+ years of professional business experience in finance, consulting ...

Deloitte

Netsuite Financials Consultant

San Jose, CA · On-site +1

This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash ... You may also be eligible to participate in a discretionary annual incentive program, subject to the ...

Deloitte

Netsuite Financials Consultant

San Diego, CA · On-site +1

This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash ... You may also be eligible to participate in a discretionary annual incentive program, subject to the ...

Deloitte

Netsuite Financials Consultant

Costa Mesa, CA · On-site +1

This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash ... You may also be eligible to participate in a discretionary annual incentive program, subject to the ...

Deloitte

Netsuite Financials Consultant

Sacramento, CA · On-site +1

This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash ... You may also be eligible to participate in a discretionary annual incentive program, subject to the ...

Deloitte

Netsuite Financials Consultant

Los Angeles, CA · On-site +1

This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash ... You may also be eligible to participate in a discretionary annual incentive program, subject to the ...

YO AI Labs

PowerPoint Expert - Remote

Palo Alto, CA · Remote

$30 - $50/hr

PowerPoint Expert - Remote Job Type: Contractor Location: Remote Job Overview We are seeking ... Required Qualifications * 3+ years of professional business experience in finance, consulting ...

YO AI Labs

PowerPoint Expert - Remote

Los Angeles, CA · Remote

$30 - $50/hr

PowerPoint Expert - Remote Job Type: Contractor Location: Remote Job Overview We are seeking ... Required Qualifications * 3+ years of professional business experience in finance, consulting ...

YO AI Labs

Excel Expert - Remote

San Francisco, CA · Remote

$30 - $50/hr

Remote Job Overview We are seeking experienced Business Document Experts to support an AI training ... Required Qualifications * 3+ years of professional business experience in finance, consulting ...

YO AI Labs

Excel Expert - Remote

San Jose, CA · Remote

$30 - $50/hr

Remote Job Overview We are seeking experienced Business Document Experts to support an AI training ... Required Qualifications * 3+ years of professional business experience in finance, consulting ...

YO AI Labs

PowerPoint Expert - Remote

San Francisco, CA · Remote

$30 - $50/hr

PowerPoint Expert - Remote Job Type: Contractor Location: Remote Job Overview We are seeking ... Required Qualifications * 3+ years of professional business experience in finance, consulting ...

YO AI Labs

PowerPoint Expert - Remote

San Jose, CA · Remote

$30 - $50/hr

PowerPoint Expert - Remote Job Type: Contractor Location: Remote Job Overview We are seeking ... Required Qualifications * 3+ years of professional business experience in finance, consulting ...

YO AI Labs

Excel Expert - Remote

Los Angeles, CA · Remote

$30 - $50/hr

Remote Job Overview We are seeking experienced Business Document Experts to support an AI training ... Required Qualifications * 3+ years of professional business experience in finance, consulting ...

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Showing results 21-40

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

Remote Fidelity Financial Consultant Program information

See California salary details

$21.7K

$61.7K

$119.4K

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

As of Sep 1, 2026, the average yearly pay for remote fidelity financial consultant program in California is $61,683.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $85,900.00 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 California?

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

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

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

What cities in California are hiring for Remote Fidelity Financial Consultant Program jobs?

Cities in California with the most Remote Fidelity Financial Consultant Program job openings:

Remote Fidelity Financial Consultant Program jobs near you

Word Expert - Remote

YO AI Labs

Palo Alto, CA • Remote

$30 - $50/hr

Full-time

Posted 10 days ago

Job description

Word Expert- Remote

Job Type: Contractor
Location: Remote

Job Overview

We are seeking experienced Business Document Experts to support an AI training and evaluation project. The role involves creating realistic business scenarios, developing professional documents, and evaluating AI-generated business deliverables.

Key Responsibilities
  • Create realistic business tasks using Excel, PowerPoint, and Word.
  • Develop financial models, executive presentations, proposals, reports, and business analyses.
  • Evaluate AI-generated documents for accuracy, quality, logic, and business relevance.
  • Compare AI responses and provide clear, actionable feedback.
  • Design business scenarios based on real-world and Fortune 500 environments.
  • Use prompt engineering and AI tools to test and improve model performance.
  • Collaborate with project teams and maintain high-quality documentation.
Required Qualifications
  • 3+ years of professional business experience in finance, consulting, healthcare, technology, retail, or related fields.
  • Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
  • Experience with financial modeling, data analysis, reporting, and executive presentations.
  • Strong written and verbal communication skills.
  • Excellent attention to detail and analytical abilities.
  • Experience working with business stakeholders and complex deliverables.
Preferred Qualifications
  • Fortune 500 business experience.
  • Experience with prompt engineering, AI evaluation, or AI tools.
  • Background in strategy, operations, finance, consulting, sales, marketing, or HR.
Core Skills

Microsoft Excel | PowerPoint | Word | Financial Modeling | Data Analysis | Executive Presentations | Strategic Proposals | Report Generation | Prompt Engineering | AI Evaluation | Business Documentation | Stakeholder Collaboration