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Remote Fidelity Financial Consultant Program Jobs in Michigan

Bcbsa

Financial Audit Senior Consultant

Three Rivers, MI · On-site +1

$107K/yr

Monitor, Analyze, and Evaluate Financial Transactions: Monitor, analyze, and evaluate assigned ... Experience with BCBS Inter-Plan Programs and proficiency with Microsoft Office Suite. #LI-Remote ...

Deloitte

Netsuite Financials Consultant

Detroit, MI · 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 ...

Crowe Advisory LLC

$96K - $118K/yr

... Finance Consultant to lead our growing post-go-live optimization and continuous improvement ... Flexible work environment -- most engagements are remote-first with periodic on-site visits ...

Posted today

Crowe

$96K - $118K/yr

... Finance Consultant to lead our growing post-go-live optimization and continuous improvement ... Flexible work environment -- most engagements are remote-first with periodic on-site visits ...

Posted today

Pyrovio

Consultant

Ann Arbor, MI · On-site +1

Consultant - Remote About Pyrovio Pyrovio is a growing management consulting firm that helps ... Financial Management * Organizational Design * Industrial Engineering * Microsoft Copilot / AI ...

Pyrovio

Consultant

Ann Arbor, MI · On-site +1

Consultant - Remote About Pyrovio Pyrovio is a growing management consulting firm that helps ... Financial Management * Organizational Design * Industrial Engineering * Microsoft Copilot / AI ...

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Remote Fidelity Financial Consultant Program information

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$19.2K

$54.5K

$105.5K

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

As of Aug 21, 2026, the average yearly pay for remote fidelity financial consultant program in Michigan is $54,476.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,900.00 and $75,800.00 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 Michigan?

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

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

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

Remote Fidelity Financial Consultant Program jobs near you

Education Consultant I - Detroit, MI

Fidelity Investments

Detroit, MI • On-site, Remote

Full-time

Medical, Retirement, PTO

Re-posted 16 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 151 rated financial services

Job description


Candidate must be reside in the Greater Detroit, MI area in order to service local clients in person.
Education Consultant I
The Role
As an Education Consultant, you are part of Fidelity's Participant Engagement business unit, which delivers live education workshops online and in person on fundamental financial wellness and planning topics for the participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. As a professional presenter, you will inspire Plan Sponsors and Participants daily to introduce and educate them to the Retirement Readiness services that Fidelity provides.
In addition to 30/60 min webinars/workshops, onsite & virtual, help desk style benefits fairs, and on demand recordings, you will also collaborate with key business partners, both internal and external, to ensure that webinars and workshops are prepared for a successful plan sponsor and participant experience. The ability to triage stated and unstated needs in 1:1 appointments with participants and being able to refer to the appropriate group for a solution, will also be important.
Flexibility in your travel is key. Plan Sponsor requests and needs may require workshops and webinars outside of standard business hours. An understanding of administrative tasks required for the role, such as, booking travel through Concur and knowledge of the travel & expense policy.
Joining Workplace Education, Planning and advice means that you will:
  • UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors
  • GROW in your skills to deliver more, world-class planning and education experiences for our participants
  • WIN on behalf of our clients, our participants and Fidelity!

The Expertise and Skills You Bring
  • Bachelor's degree preferred and least 3 years of financial services experience
  • Series 7 and 66 required (or S63/S65) required prior to hire
  • Customer facing experience
  • Demonstrated familiarity with Financial Planning Concepts
  • Presentation experience preferred
  • Demonstrated ability to independently problem solve/prepare for new challenges
  • Willingness to build professional, persuasive presentations with a clear call to action
  • Ability to achieve proficiency in fundamental workshop topics across Corporate & TEM
  • Ability to conduct onsite & virtual workshops (75% travel)
  • Bi-lingual/multi-language speaker a plus

Note: Fidelity is not providing immigration sponsorship for this position.
The Team
The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide for our 401k, 403b, Equity Compensation and assorted benefits plan partners. Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life
We invite you to Find Your Fidelity at fidelitycareers.com.
Salary Grade: 6
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 - 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.
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Category:
Communication

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