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Remote Fidelity Financial Consultant Program Jobs in Iowa

This opportunity is a remote role and can be based anywhere in the US. Key Accountabilities ... financial education and counseling resources. Our generous paid time off program in the U.S ...

Remote/Hybrid Company Introduction At Revol One Financial ® , we offer a unique and exciting ... As a Program Manager of Voluntary Benefits , you will have the opportunity to shape a critical ...

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Remote Fidelity Financial Consultant Program information

See Iowa salary details

$20.7K

$58.7K

$113.7K

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

As of Aug 31, 2026, the average yearly pay for remote fidelity financial consultant program in Iowa is $58,706.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,600.00 and $81,700.00 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 Iowa?

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

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

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

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

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

Infographic showing various Remote Fidelity Financial Consultant Program job openings in Iowa as of June 2026, with employment types broken down into 80% Full Time, and 20% Part Time. Highlights an 60% In-person, and 40% Remote job distribution, with an average salary of $58,706 per year, or $28.2 per hour.

Strategy & Transformation Senior Consultant

Davenport, IA • On-site, Remote


Deloitte
Finance and Insurance • 10K+ employees

8.2

Company rating: 8.2 out of 10

Based on 93 frontline employees who took The Breakroom Quiz

45th of 152 rated financial services

Good employer

Recommended by students

Paid breaks


$110K/yr

Full-time

Re-posted 4 days ago


Job description

Join Deloitte's Finance Transformation group as  Senior Consultant, Strategy, Growth, and Transformation, partnering directly with the CFO and Finance leadership to design and execute the programs that define the future of Finance at Deloitte. In this role, you will drive workstreams within the large-scale Finance Transformation program, enabling a human-led, AI-powered finance ecosystem, as well as other high-priority strategic efforts to create meaningful impact across the firm while building deep relationships with senior Finance stakeholders

Recruiting for this role ends on August 30th 2026.

What You'll Do

As a Finance Transformation Senior Consultant, Strategy, Growth, and Transformation, you will:

  • Support workstreams within Finance-wide transformations and other strategic Finance Transformation initiatives, gathering and analyzing information, formulating and testing hypotheses, and developing actionable recommendations
  • Create compelling presentations to communicate findings and influence senior Deloitte Finance leadership
  • Develop, own, and modify detailed models to conduct analyses and perform other analytical tasks
  • Present team findings to senior Finance stakeholders and help implement recommendations
  • Begin building long-term trusted advisor relationships with Finance counterparts across the firm
  • Identify leading practices, improve processes, enhance systems, and support realignment of the Finance organization to realize strategic opportunities

The successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to provide clear guidance to others
  • Demonstrated strong analytical, project management, and organizational skills
  • Empowered self-starter comfortable taking the lead on initiatives with the ability to effectively collaborate across teams
  • Strategic thinker with the ability to make connections across workstreams and matrixed organizations
  • Strong commitment to integrity and confidentiality

The Team

The Finance Transformation group is an internal consulting team that supports the Deloitte CFO and Finance leadership in executing strategic initiatives. Our team currently drives a large-scale Finance Transformation program focused on redesigning Finance operations and enabling a human-led, AI-powered finance ecosystem. We identify and implement digital finance solutions, optimize organizational structures, and serve as a trusted partner to Finance leadership. Joining this team means high-visibility work with senior stakeholders and a direct role in shaping Deloitte's Finance organization for the future.

Qualifications

Required:

  • Bachelor's degree and 5+ years of relevant experience in Finance Transformation, Organizational Transformation, or Strategy Consulting
  • Advanced proficiency in Excel and PowerPoint
  • Limited travel required (approximately 10-20%), with the ability to work remotely when not co-locating with team or client stakeholders
  • Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available

Preferred:

  • Prior experience at a big 4 or consulting firm
  • Comfort with ambiguity and the ability to logically structure issues and determine recommended resolutions
  • Strong executive presence and ability to work with and influence senior leaders
  • Detail-oriented with ability to plan, prioritize, and make decisions on multiple time-sensitive projects
  • Familiarity with utilizing AI tools to increase efficiency across the workstream

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,000 to $171,300.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Qualifications:

Join Deloitte's Finance Transformation group as  Senior Consultant, Strategy, Growth, and Transformation, partnering directly with the CFO and Finance leadership to design and execute the programs that define the future of Finance at Deloitte. In this role, you will drive workstreams within the large-scale Finance Transformation program, enabling a human-led, AI-powered finance ecosystem, as well as other high-priority strategic efforts to create meaningful impact across the firm while building deep relationships with senior Finance stakeholders

Recruiting for this role ends on August 30th 2026.

What You'll Do

As a Finance Transformation Senior Consultant, Strategy, Growth, and Transformation, you will:

  • Support workstreams within Finance-wide transformations and other strategic Finance Transformation initiatives, gathering and analyzing information, formulating and testing hypotheses, and developing actionable recommendations
  • Create compelling presentations to communicate findings and influence senior Deloitte Finance leadership
  • Develop, own, and modify detailed models to conduct analyses and perform other analytical tasks
  • Present team findings to senior Finance stakeholders and help implement recommendations
  • Begin building long-term trusted advisor relationships with Finance counterparts across the firm
  • Identify leading practices, improve processes, enhance systems, and support realignment of the Finance organization to realize strategic opportunities

The successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to provide clear guidance to others
  • Demonstrated strong analytical, project management, and organizational skills
  • Empowered self-starter comfortable taking the lead on initiatives with the ability to effectively collaborate across teams
  • Strategic thinker with the ability to make connections across workstreams and matrixed organizations
  • Strong commitment to integrity and confidentiality

The Team

The Finance Transformation group is an internal consulting team that supports the Deloitte CFO and Finance leadership in executing strategic initiatives. Our team currently drives a large-scale Finance Transformation program focused on redesigning Finance operations and enabling a human-led, AI-powered finance ecosystem. We identify and implement digital finance solutions, optimize organizational structures, and serve as a trusted partner to Finance leadership. Joining this team means high-visibility work with senior stakeholders and a direct role in shaping Deloitte's Finance organization for the future.

Qualifications

Required:

  • Bachelor's degree and 5+ years of relevant experience in Finance Transformation, Organizational Transformation, or Strategy Consulting
  • Advanced proficiency in Excel and PowerPoint
  • Limited travel required (approximately 10-20%), with the ability to work remotely when not co-locating with team or client stakeholders
  • Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available

Preferred:

  • Prior experience at a big 4 or consulting firm
  • Comfort with ambiguity and the ability to logically structure issues and determine recommended resolutions
  • Strong executive presence and ability to work with and influence senior leaders
  • Detail-oriented with ability to plan, prioritize, and make decisions on multiple time-sensitive projects
  • Familiarity with utilizing AI tools to increase efficiency across the workstream

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,000 to $171,300.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Education:Bachelor's DegreeEmployment Type:


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