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Remote Fidelity Financial Consultant Program Jobs in Iowa

Manulife

Senior Underwriting Consultant

Nevada, IA · On-site +1

$92K - $109K/yr

... remote role open to any location in continental US Manulife is a leading international financial ... Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days ...

ICF

Housing CDBG-DR Grant Lead - Remote (US)

Des Moines, IA · On-site +1

$90 - $110K/hr

... consulting support to clients implementing disaster recovery and resilience programs. You will work ... Finance, or a related discipline. Experience with creation of housing and community development ...

RSM

Temporary AML IT Audit Consultant

Cedar Rapids, IA · Remote

$86/hr

Remote Employment Type: Temporary RSM is seeking an experienced IT Audit professional to support a ... Financial Crimes programs, validating remediation activities, and assessing compliance with ...

RSM

Temporary AML IT Audit Consultant

Cedar Rapids, IA · Remote

$82/hr

Remote Employment Type: Temporary RSM is seeking an experienced IT Audit professional to support a ... Financial Crimes programs, validating remediation activities, and assessing compliance with ...

RSM

Temporary AML IT Audit Consultant

Cedar Rapids, IA · Remote

$89/hr

Remote Employment Type: Temporary RSM is seeking an experienced IT Audit professional to support a ... Financial Crimes programs, validating remediation activities, and assessing compliance with ...

RSM

Temporary AML IT Audit Consultant

Cedar Rapids, IA · Remote

$89/hr

Remote Employment Type: Temporary RSM is seeking an experienced IT Audit professional to support a ... Financial Crimes programs, validating remediation activities, and assessing compliance with ...

RSM

Temporary AML IT Audit Consultant

Cedar Rapids, IA · Remote

$89/hr

Remote Employment Type: Temporary RSM is seeking an experienced IT Audit professional to support a ... Financial Crimes programs, validating remediation activities, and assessing compliance with ...

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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 Iowa

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 Sep 3, 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:

Remote Fidelity Financial Consultant Program jobs near you
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.

Managing Director, Financial Planning

Cambridge Investment Research, Inc.

Fairfield, IA • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

Job description

Job SummaryKey Deliverables and Responsibilities

Spire Outsourcing helps financial professionals save time, increase efficiency, and deliver high-quality financial plans to their clients. Developed by experienced CFP professionals, Spire acts as an extension of advisory teams by providing comprehensive financial plan construction and support, allowing advisors to focus on growing their businesses and strengthening client relationships.

Position Summary

Spire Outsourcing is seeking a strategic and entrepreneurial Managing Director to lead the continued growth and expansion of our financial planning outsourcing business. This executive-level leader will be responsible for driving business development, developing strategic initiatives, cultivating industry relationships, and ensuring the delivery of exceptional financial planning services.

The ideal candidate is a proven leader in financial planning with strong business development experience, deep industry expertise, and a passion for helping financial professionals expand the value they deliver to their clients.

Key Responsibilities

Strategic Leadership

  • Develop and execute Spire's strategic growth plan and annual operating budget.

  • Partner with executive leadership to enhance service offerings and drive business expansion.

  • Monitor financial performance and provide insights and recommendations to stakeholders.

  • Lead initiatives that improve operational efficiency, scalability, and client outcomes.

Business Development

  • Create and implement business development strategies that support annual revenue goals.

  • Build relationships with RIAs, financial advisors, enterprises, and industry partners.

  • Expand market awareness and adoption of Spire Outsourcing services.

  • Identify opportunities to strengthen the firm's market position and industry presence.

Client Experience

  • Develop and maintain trusted relationships with clients and key stakeholders.

  • Participate in client meetings, presentations, and strategic reviews.

  • Ensure consistent delivery of high-quality financial planning solutions.

  • Champion client satisfaction and long-term retention.

Team Leadership

  • Recruit, mentor, and lead financial planning professionals.

  • Foster a culture of collaboration, innovation, and accountability.

  • Promote ongoing professional development and industry education.

  • Support the implementation of technologies and processes that improve service delivery.

Industry Expertise

  • Stay informed regarding financial planning trends, regulatory developments, and best practices.

  • Evaluate and implement new tools, methodologies, and technologies to strengthen service offerings.

  • Represent Spire at industry events, conferences, and networking opportunities.


What We Are Looking For

  • 10+ years of financial planning, wealth management, consulting, or related leadership experience.

  • Demonstrated success in business development and revenue growth.

  • Experience leading teams and managing strategic initiatives.

  • Strong understanding of financial planning processes and advisor needs.

Required Credentials

  • CFP designation or equivalent professional designation required.

  • FINRA Series 7 and Series 66 licenses required.

Why Join Spire Outsourcing?

  • Opportunity to shape the future growth of an innovative financial planning services organization.

  • Work alongside experienced financial planning professionals dedicated to advisor success.

  • Drive meaningful impact across advisors, enterprises, and clients nationwide.

  • Lead a business positioned to help financial professionals become more efficient and scalable.

Location: REMOTE, Phoenix, AZ, or Fairfield, IA


Why Cambridge?

Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

  • Premium benefit package including medical, vision, dental, life and long-term disability insurance
  • Vacation/sick time
  • 401K retirement plan with company matching program
  • Eleven paid holidays

You can find more details about our comprehensive benefits packagehere.


Cambridge Overview:

Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.

Apply