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Remote Fidelity Financial Consultant Program Jobs in Florida

Deloitte

Netsuite Financials Senior Consultant

Miami, FL · 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 Senior Consultant

Tampa, FL · 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 ...

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

Remote Fidelity Financial Consultant Program information

See Florida salary details

$16.4K

$46.7K

$90.4K

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

As of Sep 3, 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 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 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

Remote Planning Consultant

Next Stop Travel

Jacksonville, FL • Remote

Part-time

Re-posted 14 days ago

Job description

Company Overview:
Next Stop Travel is a service-oriented organization focused on delivering customized planning and coordination solutions for a diverse client base. Operating in a fully remote environment, our team is composed of professionals dedicated to efficiency, accuracy, and high-quality client support.

Position Overview:
We are seeking a detail-oriented and dependable Planning Consultant to support clients with coordination and scheduling services. This role involves managing client requests, organizing logistics, and ensuring a smooth, end-to-end planning process.

Key Responsibilities:

  • Communicate with clients via phone, email, and digital platforms to gather requirements and provide support
  • Research and present suitable options for accommodations, transportation, and related services
  • Prepare structured plans and coordinate scheduling based on client preferences and availability
  • Process reservations and confirm service arrangements with third-party providers
  • Provide consistent, professional customer support throughout the coordination process
  • Maintain awareness of relevant updates, policies, and service offerings
  • Collaborate with internal team members to improve workflows and service delivery
  • Accurately document client interactions, transactions, and records in company systems

Qualifications:

  • Strong written and verbal communication skills
  • Proven ability to work independently in a remote environment
  • High level of organization and attention to detail
  • Ability to manage multiple tasks and meet deadlines
  • Customer-focused mindset with problem-solving skills
  • Basic proficiency with online tools and scheduling platforms
  • Fluency in English is required; Spanish language skills are a plus

Compensation amp; Work Structure:

  • Flexible remote work environment
  • Performance-based compensation based on completed client arrangements
  • Ongoing training and professional development opportunities
  • Access to company-supported resources and tools
  • Collaborative team environment

Additional Information:
This position is best suited for individuals who are self-motivated, organized, and comfortable working in a remote setting. Selected candidates will complete an onboarding and training program designed to support a successful transition into the role.

Apply