ZipRecruiter

Log In

2

Remote Fidelity Financial Consultant Program Jobs in Ohio

Relevante, Inc.

Financial Consultant

Cleveland, OH · On-site +1

$112K/yr

Remote role but MUST be Cleveland resident. * No Schwab employees! * In office opportunity. * No sponsorships or visa holders. No Corp to Corp. Benefits of the Financial Consultant: * Medical ...

Bcbsa

Financial Audit Senior Consultant

Delaware, OH · Remote

$110K/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 ...

Bcbsa

Financial Audit Senior Consultant

New Hampshire, OH · Remote

$104K/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 ...

1 800 Flowers

MBA Consultant, Finance

Westerville, OH · On-site +1

$35 - $45/hr

Westerville, OH (On-site/4 days in office, 1 day remote) Compensation: $35-$45 per hour Position ... Analyze financial data, trends, and KPIs to identify risks, opportunities, and operational insights

1-800-Flowers

MBA Consultant, Finance

Westerville, OH · On-site +1

$35 - $45/hr

Westerville, OH (On-site/4 days in office, 1 day remote) Compensation: $35-$45 per hour Position ... Analyze financial data, trends, and KPIs to identify risks, opportunities, and operational insights

next page

Showing results 1-20

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

Remote Fidelity Financial Consultant Program information

See Ohio salary details

$20.9K

$59.4K

$115K

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

As of Aug 10, 2026, the average yearly pay for remote fidelity financial consultant program in Ohio is $59,420.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,000.00 and $82,700.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a remote Fidelity Financial Consultant?

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 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 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 are popular job titles related to Remote Fidelity Financial Consultant Program jobs in Ohio? For Remote Fidelity Financial Consultant Program jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Remote Fidelity Financial Consultant Program jobs in Ohio look for? The top searched job categories for Remote Fidelity Financial Consultant Program jobs in Ohio are:
What cities in Ohio are hiring for Remote Fidelity Financial Consultant Program jobs? Cities in Ohio with the most Remote Fidelity Financial Consultant Program job openings:
Remote Fidelity Financial Consultant Program jobs near you

Financial Consultant

Relevante, Inc.

Cleveland, OH • On-site, Remote

$112K/yr

Full-time

Medical, Dental

Re-posted 8 days ago

Job description

Salary: $112,500.00
We have partnered with a Financial Services firm in the Cleveland, OH area to provide them with a Financial Consultant. Please review the description below and let us know if you are interested.
Prioritized Must Have Skills for the Financial Consultant:
#1. Must have Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire.
#2. Must have at least 5 years' experience as a Financial Sales consultant.
#3. Must be able to build a book of business
#4. No more than 3 jobs in the past 10 years.
Responsibilities of the Financial Consultant:
Collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Current investment services include: retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice.
  • Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs
  • Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events
  • Work with the advisory team to implement investment plans and coordinate adjustments
  • Monitor client investment portfolios and performance
  • Communicate insights for clients regarding essential contributors and detractors
  • Advise high net worth clients as needed and consult mid-market institutional clients
  • Coordinate the creation of detailed wealth management plans for individuals
  • Organize the creation consulting reports for institutions
  • Help present plans to clients effectively and clearly
  • Actively seek new business opportunities
  • Develop essential knowledge of our financial planning software and technology
  • Clearly and regularly track all client and prospect interactions using our CRM (Salesforce)
  • Participate in regular internal meetings
  • Work on a schedule that best suits client needs

Requirements of the Financial Consultant:
  • Bachelor's degree or higher
  • 5+ years' relevant experience
  • Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire
  • Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation
  • Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred
  • A proven record of achieving new business a plus

Other Key Requirements:
  • Remote role but MUST be Cleveland resident.
  • No Schwab employees!
  • In office opportunity.
  • No sponsorships or visa holders. No Corp to Corp.

Benefits of the Financial Consultant:
  • Medical Insurance
  • Dental Insurance
  • Profit Sharing

About Relevante, Inc. - the Recruiting Firm Representing the Client for this Job
Relevante is an Outplacement Services and Direct Hire recruiting firm. We help our clients provide a soft landing for existing employees, consistent with their statement of values. We also help leading companies find the best talent for their mission critical positions. Our Clients are some of the best companies to work for in the US. Relevante has been consistently identified as one of the most innovative Outplacement Services and Recruiting firms. To stay connected with our network, please follow us on LinkedIn https://www.linkedin.com/company/relevante.

Apply