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Remote Fidelity Financial Consultant Program Jobs in Florida

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Remote Fidelity Financial Consultant Program information

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$16.4K

$46.7K

$90.4K

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

As of May 28, 2026, the average yearly pay for remote fidelity financial consultant program in Florida is $46,707.00, according to ZipRecruiter salary data. Most workers in this role earn between $29,900.00 and $65,000.00 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 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 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 popular job titles related to Remote Fidelity Financial Consultant Program jobs in Florida? For Remote Fidelity Financial Consultant Program jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Remote Fidelity Financial Consultant Program jobs in Florida look for? The top searched job categories for Remote Fidelity Financial Consultant Program jobs in Florida are:
What cities in Florida are hiring for Remote Fidelity Financial Consultant Program jobs? Cities in Florida with the most Remote Fidelity Financial Consultant Program job openings:
Remote Fidelity Financial Consultant Program jobs near you

Financial Consultant (Remote)

Synergy Financial

Winter Park, FL • Remote

$75K - $100K/yr

Full-time

Life, Retirement

Posted 6 days ago

Job description

Synergy Financial is a rapidly growing financial services company offering remote work-from-home commission-based positions. We are currently seeking serious, ambitious, and hardworking individuals in the United States to join our team.

Opportunity of a Lifetime
This contract-based position provides an incredible opportunity to change your life. As a state-licensed insurance broker, you will have the chance to help families with various financial services, including 401K rollovers, annuities, life insurance, living benefits, death benefits, student loan debt settlements, and more. By joining our team, you will receive extensive training and become part of one of the highest-paying industries in financial services.
Robust Skill Sets

We are looking for individuals with a diverse range of skill sets to excel in this position. The ideal candidate possesses the following abilities:



  • Strong customer service skills
  • Excellent sales and negotiation skills
  • Business development expertise
  • Proficiency in data analytics
  • Consulting experience in financial services

These skill sets, combined with your dedication and hard work, will enable you to thrive in this commission-based role.

Life-changing Opportunity
At Synergy Financial, we believe in the power of financial education and creating generational wealth. Our organization is multi-lingual and multi-cultural, providing an inclusive and supportive environment. By joining our team, you will have the opportunity to make a positive impact on people's lives while enjoying a great income.

Compensation
This is a contract-based position with an estimated full-time annual On-Time-Estimate of Commissions at $75,000 - $100,000+. The earning potential is substantial, and the more you put into this opportunity, the more you can achieve.

Join the Movement
If you are looking to be part of a movement that is changing lives and creating a positive impact, this is your chance. Synergy Financial, and supporting screening team, Meraki Group Endeavors, offers this life-changing opportunity.

Meraki Group Endeavors is a talent solutions consultancy responsible for screening and interviewing candidates prior to the formal interview process with a Synergy Financial Representative.

Don't miss out on this chance to join a dynamic team and take control of your financial future. Apply now and start your journey with Synergy Financial!


Industry Type(s): Independent Consulting and Financial Services
Employment Type: Contract


Industry
  • Business Consulting and Services
Employment Type
Contract