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Remote Fidelity Financial Consultant Program Jobs in Colorado

Americor

Financial Solutions Consultant

Denver, CO · On-site +1

$120K - $260K/yr

As a Financial Consultant, you'll be the first point of contact for customers looking for financial ... Minimum of 1 year of experience enrolling customers into debt settlement programs. * 2+ years of ...

Fidelity Investments

VP, Advanced Planning

Aurora, CO · On-site +1

$118K - $226K/yr

... financial planning and estate planning subject matter authority for Fidelity's high net worth ... The role is remote but does requires residing within commuting distance to an Investor Center or ...

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Remote Fidelity Financial Consultant Program information

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$23.1K

$65.7K

$127.2K

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

As of Jul 31, 2026, the average yearly pay for remote fidelity financial consultant program in Colorado is $65,722.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,100.00 and $91,500.00 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.
What are the most commonly searched types of Fidelity Financial Consultant Program jobs in Colorado? The most popular types of Fidelity Financial Consultant Program jobs in Colorado are:
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Remote Fidelity Financial Consultant Program jobs near you

Director, Defined Contribution Senior Consultant, Fidelity Workplace Consulting

Fidelity Investments

Aurora, CO • On-site, Remote

$110K - $222K/yr

Full-time

Medical, Retirement, PTO

Re-posted 13 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 149 rated financial services

Job description


Note: Fidelity will not provide immigration sponsorship for this position.
Do you excel at helping clients solve challenging issues? Do you have knowledge of the Defined Contribution Plan benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive and cost-effective quality solutions regarding their benefit programs.
The Role
The Director, Defined Contribution Senior Consultant is responsible for business development and overall service delivery of data consulting services to the client. The Senior Data Consultant will communicate directly with clients as well as participate in project status meetings with the Consultant. Additionally, they will work with the Consultant and the internal Fidelity team, as needed, in identifying and reviewing the client's data and custom administration needs and propose solutions to meet them. The Senior Data Consultant will be accountable for program management of the client assignment working in a deadline-oriented environment.
  • Building, managing and expanding client relationships by delivering a superior level of customer satisfaction with every engagement.
  • Leading the creation and delivery of value-add proposal to the client, up to and including client contract sign-off and approval.
  • Ensuring project team members deliver realistic project plans including scope, duration and effort.
  • Providing oversight to the program to ensure it is tracking to the strategy, plan and budget.
  • Identifying risk areas and lead team to appropriate solutions when obstacles are encountered.
  • Identifying, defining, obtaining, digesting and applying client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration and data utilization.

The Expertise and Skills You Bring
  • 10 years of experience in a Defined Contribution benefit consulting, client management or an administration team manager role (corporate benefits, outsourcing or consulting firm)
  • 3 years of business development experience
  • 5 years focused on program/project management
  • Understanding of Defined Contribution plan benefits and record keeping administration is required. Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience is a plus.
  • You excel at leading the initial new business development process from prospecting to closure.
  • You have strong relationship management skills including relationship building, influencing, negotiation and a consultative approach.
  • You have strong problem solving and exceptional program management skills.
  • You have an expansive depth and breadth of the Defined Contribution industry.

The Team
The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic benefits. This is a fast-growing business within Fidelity, providing a broad variety of services that touch on every area of benefits design, strategy, funding, communication, and delivery! While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.
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.
The base salary range for this position is $110,000-$222,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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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