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Remote Fidelity Financial Consultant Program Jobs in Oklahoma

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 ...

New

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

$69K/yr

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

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Showing results 1-20

Remote Fidelity Financial Consultant Program information

See Oklahoma salary details

$20.3K

$57.7K

$111.7K

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

As of Aug 28, 2026, the average yearly pay for remote fidelity financial consultant program in Oklahoma is $57,710.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,900.00 and $80,300.00 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 Oklahoma?

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

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

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

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

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

Litigation Operations Consultant, Projects & Technology - Remote

Kansas, OK • Remote

Full-time

Retirement

Re-posted 28 days ago


Job description

External candidates: In order for your application to be correctly processed please sign-in before you apply

Internal candidates: Please go to Workday and click "Find Jobs" link under Career

Thank you for considering opportunities with us!

Job Title

Litigation Operations Consultant, Projects & Technology - Remote

Requisition Number

R7823 Litigation Operations Consultant, Projects & Technology - Remote (Open)

Location

California - Home Teleworkers

Additional Locations

Alabama - Home Teleworkers, Alabama - Home Teleworkers, Arizona - Home Teleworkers, Arkansas - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker, Montana - Home Teleworkers {+ 21 more}

Job Information

CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. Here, every employee shapes our mission. We build innovative, human-centered solutions that help AAA members prevent, prepare for, and recover from life's uncertainties. You will join a collaborative, inclusive culture where your strengths have room to grow and your ideas can drive real impact. Step into a role where you can contribute to our shared success through meaningful work.

We are actively hiring for a Litigation Operations Consultant, Projects & Technology - Remote!

Your Role:

Working under limited direction from Litigation leadership, the Litigation Operations Consultant, Projects & Technology oversees key areas of the legal operations function. This role owns moderately complex initiatives, supports department and division priorities, and contributes to process improvement and change management efforts.

Your Work:

Essential Functions / Principal Responsibilities

  • Manage the litigation project portfolio, including triaging litigation ideas received through division intake and updating SharePoint and Jira according to company and division expectations through resolution.
  • Apply project management and change management concepts to drive adoption of new processes, tools, and workflows.
  • Identify operational gaps, risks, and improvement opportunities, and implement practical solutions.
  • Drive and facilitate adoption of new and updated processes, workflows, tools, and vendor solutions to support consistent implementation and effective day-to-day use.
  • Communicate effectively with attorneys, legal staff, litigation leadership, vendors, and business partners while safeguarding confidentiality.
  • Schedule, prepare agendas for, and facilitate meetings related to projects and project portfolio management.
  • Prepare reports, analyses, and presentations for leadership audiences.

Primary Responsibilities: Litigation Operations

  • Partner with Claims Law and Subrogation Law leadership to facilitate discovery, document business needs, and translate operational requirements into actionable project, process, technology, and change initiatives.
  • Coordinate project management activities across litigation operations, including facilitating monthly project meetings, tracking progress, helping prioritize work, and identifying and resolving roadblocks.
  • Partner with internal stakeholders such as IT, strategic sourcing, facilities, finance, and other business functions to support cross-functional initiatives.
  • Lead key litigation operations projects directly.

Required Experience, Education and Skills

  • Bachelor's degree in a related field, or an equivalent combination of education and relevant experience.
  • Typically, a minimum of 8 years of relevant legal, legal operations, or litigation operations experience.
  • Demonstrated experience managing operational functions and supporting cross-functional initiatives.
  • Advanced knowledge of legal concepts, terminology, and procedures relevant to legal or litigation support functions.
  • Strong understanding of law office and litigation office administration, facilities management, budgeting, purchasing, and legal technology.
  • Working knowledge of legal operations, litigation operations, project management, financial management, and process improvement concepts.
  • Demonstrated ability to manage people, prioritize competing demands, and operate with limited direction.
  • Proven ability to analyze issues, develop solutions, and support implementation.
  • Strong interpersonal, written, and verbal communication skills.
  • Proficiency with Microsoft Word, Excel, and matter or case management systems; ability to prepare reports and analyses.
  • Ability to lead meetings and collaborate across functions

What would make us excited about you?

  • Litigation operations experience within a law firm, staff counsel organization, or insurance company.
  • Experience supporting attorneys, paralegals, and legal support staff in a litigation environment.
  • Paralegal certification or other relevant professional certifications.
  • People leadership or supervisory experience preferred.
  • Change management, project management and/or process improvement certification.
  • Experience preparing presentations and documenting workflows using PowerPoint or similar tools.
  • Knowledge of change management or project management methodologies.
  • Experience supporting multiple law offices or geographically dispersed teams.
  • Experience leading moderately complex projects involving multiple stakeholders.
  • Actively shapes our company culture (e.g., supporting employee resource groups, mentoring employees, volunteering, joining cross-functional projects)
  • Champions our cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.)
  • Demonstrates a company ownership mindset, thinking beyond boundaries of their own area
  • Travels as needed for role, including divisional / team meetings and other in-person meetings
  • Fulfills business needs, which may include investing extra time, helping other teams, etc

Please note we are hiring for this role remote anywhere in the United States with the following exceptions: Hawaii and Alaska.

Why Choose a Career at CSAA IG?

At CSAA IG, we are a mission-driven organization proudly committed to empowering our members, our employees, and our communities to thrive.

Recognition: We offer a total compensation package, annual bonus eligibility for most roles, 401(k) with a company match, and so much more! Read more about what we offer and what it is like to be a part of our dynamic team at https://careers.csaainsurance.aaa.com/us/en/benefits.

Career Growth: We believe in growth for everyone. Here at CSAA IG, leaders and mentors partner with employees to align interests, unlock development opportunities, and support longterm success.

Flexible Workplace: We embrace a remote-first culture through our Flexible Workplace. Most employees hold Home-Flex roles, working primarily from home, often with the flexibility to work from various locations including CSAA offices. Our flexible workplace empowers you to balance remote work with intentional inperson moments that deepen connection and collaboration.

Inclusion and Belonging: An inclusive and welcoming workplace is the cornerstone of our success. By fostering an environment where people feel valued and heard, we deepen our ability to understand and meet the unique needs of our members. This strengthens innovation and enhances our products and services, giving us a competitive edge in the market.

Sustainability: As climate change leads to more frequent and severe weather events, we are taking bold action to build more resilient communities and reduce our environmental impact. Submit your application to be considered. We communicate via email, so check your inbox and/or your spam folder to ensure you don't miss important updates from us.

CSAA is committed to providing reasonable accommodations to qualified applicants and employees with disabilities or other limitations. If you would like to request an accommodation to participate in the job application or interview process, please contact TalentAcquistion@csaa.com

If you apply and are selected to continue in the recruiting process, we will schedule a preliminary call with you to discuss the role and will disclose during that call the available salary/hourly rate range based on your location. Factors used to determine the actual salary offered may include location, experience, or education.

CSAA does not provide visa sponsorship for this role. Applicants must have authorization to work indefinitely in the US. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

CSAA Insurance Group is an equal opportunity employer.

The national average salary range for this position is $110,700.00-$123,000.00. However, we have a location-based compensation structure. Our salary ranges vary and are calculated based on work location. The starting pay range for this position across all the states we hire in is $110,700.00-$147,500.00. This role also includes an opportunity for a company-wide annual discretionary bonus, through our Annual Incentive Plan (AIP), of up to 12% of eligible pay.This job posting will be unposted on Fri, 28 Aug 2026.