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Remote Fidelity Financial Consultant Program Jobs in Utah

Draper

Program Finance Analyst 3

Clearfield, UT · On-site +1

$82K - $220K/yr

The Program Analyst ensures financial acumen, accuracy, and dedicated support to execute ... Remote Job Location - State: Minnesota Job Location - Postal Code: 55101 The US base salary range ...

Egnyte

Sr Business Value Consultant

Draper, UT · Remote

$130K - $150K/yr

SR BUSINESS VALUE CONSULTANT REMOTE, US; RALEIGH, NC; DRAPER, UT; MOUNTAIN VIEW, CA Egnyte is a ... Engagements include quantifying key business outcomes, both financially focused and business ...

Promoted2

Remote Insurance Agent

Salt Lake City, UT · Remote

$60K - $110K/yr

About the Company We're a national financial services organization helping families achieve ... Conduct virtual consultations with pre-qualified clients (no cold calling) * Present customized ...

Promoted2

Remote Insurance Agent

Provo, UT · Remote

$60K - $110K/yr

About the Company We're a national financial services organization helping families achieve ... Conduct virtual consultations with pre-qualified clients (no cold calling) * Present customized ...

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

Remote Fidelity Financial Consultant Program information

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$20K

$56.9K

$110.2K

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

As of Aug 8, 2026, the average yearly pay for remote fidelity financial consultant program in Utah is $56,900.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,400.00 and $79,200.00 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 Utah? For Remote Fidelity Financial Consultant Program jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Remote Fidelity Financial Consultant Program jobs in Utah look for? The top searched job categories for Remote Fidelity Financial Consultant Program jobs in Utah are:
What cities in Utah are hiring for Remote Fidelity Financial Consultant Program jobs? Cities in Utah with the most Remote Fidelity Financial Consultant Program job openings:
Remote Fidelity Financial Consultant Program jobs near you

Financial Analysts

University of Utah

Salt Lake City, UT • On-site, Remote

Full-time

Retirement, PTO

Re-posted 8 days ago

University Of Utah rating

7.2

Company rating: 7.2 out of 10

Based on 159 frontline employees who took The Breakroom Quiz

383rd of 616 rated colleges and universities

Job description

Details
Open Date 06/29/2026 Requisition Number PRN45503B Job Title Financial Analysts Working Title Financial Analyst Career Progression Track P00 Track Level P4 - Advanced, P3 - Career FLSA Code Administrative Patient Sensitive Job Code? No Standard Hours per Week 40 Full Time or Part Time? Full Time Shift Day Work Schedule Summary
Work Location & Residency:
(Per University of Utah policy, employees are expected to live and work within the state of Utah. Out-of-state work may be approved only in rare and exceptional cases and requires formal University approval. Qualified in-state candidates will be given preference. Do not select one of the options below if you anticipate needing to consider out-of-state applicants due to the unique nature or specialized skill requirements of the position.)

This position offers a flexible, mostly remote work schedule for candidates who reside in the state of Utah. While most duties can be performed remotely, the employee must be available to attend essential meetings and events on campus as needed.

Remote Work:
A remote telework schedule may be considered. In-state residents only.
Work Environment and Level of Frequency typically required
Often: Office environment
Seldom: Outdoor environment, extreme cold, extreme heat, noise (there is sufficient noise to cause you to shout in order to be heard above the noise level), atmospheric conditions (conditions that affect the respiratory system, such as fumes, odors, dusts, mists, gases, or poor ventilation) and close quarters

Physical Requirements and Level of Frequency that may be required
Nearly continuously: Repetitive hand motion (such as typing), hearing, listening, talking, walking
Often: Sitting, bending, twisting
Seldom: Repetitive foot motion, climbing, kneeling, squatting, crawling, balancing, reaching overhead, pulling, pushing
VP Area U of U Health - Academics Department 02228 - Data Coordinating Center Location Campus City Salt Lake City, UT Type of Recruitment External Posting Pay Rate Range 56,000 to 92,618 Close Date 09/28/2026 Priority Review Date (Note - Posting may close at any time) Job Summary
The Utah Data Coordinating Center (DCC) at the University of Utah Health has an immediate opening for a Financial Analyst. The Financial Analyst provides a full range of financial services to assigned projects and activities within the Utah DCC. The Financial Analyst prepares financial reports, prepares project budgets and provides financial analysis to all DCC and project leadership. The Financial Analyst is able to manage a complex workload of multiple projects and is effective and efficient in coordinating with DCC Leadership and Project Operation Leaders.
This position is in the Utah Data Coordinating Center. Join the Utah DCC where we harness the power of collaboration, to advance science, move society, and benefit humanity. We offer opportunities to work with high functioning, cutting-edge teams that study, understand, and improve multi-site research. Bring your strong background in finance to the Utah DCC. Autonomy, creativity, and critical thinking skills are strongly encouraged.
The Utah DCC is a full-service Academic Research Organization (ARO) that operates a comprehensive Clinical and Data Coordinating Center. They support sponsors and clinical research investigators with end-to-end expertise throughout all phases of research, including design, management, execution, and analysis.
The Utah DCC offers a career ladder for Financial Analysts and provides growth and professional development opportunities.
This position is not eligible for work visa sponsorship. (e.g. H1-B)
For more information about the Utah DCC visit our website at http://uofuhealth.org/UtahDCC

Job Responsibilities or Essential Functions:
  • Prepares and interprets management information and other financial reports.
  • Meets regularly with Operational Leaders to review financial status of projects.
  • Analyzes trends, projections and possible consequences.
  • Collaborates with the Proposal Development Office (PDO) in the Utah DCC to prepare budgets and provide feedback on proposals.
  • Participates in the establishment and maintenance of cost accounting systems.
  • Recommends and implements improvements that affect accounting systems and DCC operations.
  • Prepares, monitors and provides reports for Center, project and/or program budgets.
  • Prepares project/grant budgets and provides assistance with proposals.
  • Updates effort allocations for DCC Staff.
  • Provides guidance and training on financial matters and procedures.
  • Researches and prepares necessary revenue, expense, payroll, journal entries and other accounting procurements and/or corrections.
  • Independently determines the type and nature of analysis to be used to obtain the desired information or results, including data to be collected, analysis methods, presentation, format and report structure.
  • Remains compliant with all accounting procedures in accordance with GAAP and NIH , State, Private, Foundation and University policies (dependent upon the policies surrounding specified funding sources).
  • Ability to organize and prioritize multiple projects, determining the best course of action or appropriate resources needed to complete a project or address a problem, obtaining valid data and creating clear and understandable reports that reflect the data being sought.
  • Collaborates with DCC leadership and Financial Management Analyst to address issues, challenges and trends. Liaison's with campus partners.
  • Participates in meetings held with colleagues to discuss changes in financial accounting standards, changes within the DCC, and various issues and resolution techniques.

Learn more about the great benefits of working for University of Utah: benefits.utah.edu

The department may choose to hire at any of the below job levels and associated pay rates based on their business need and budget.
Responsibilities
Financial Analyst
Perform financial analysis on cash flow, operating results, and business plans to determine rates of return, capital/cash flow requirements, etc. Prepare forecasts and analysis on industry and general economic trends. Provide accurate and timely reports for performance monitoring. May be responsible for budget or cost analysis.
Financial Analyst, III
Considered highly skilled and proficient in discipline. Conducts complex, important work under minimal supervision and with wide latitude for independent judgment.
Requires a bachelor's (or equivalency) + 6 years or a master's (or equivalency) + 4 years of directly related work experience.
This is a Career-Level position in the General Professional track.
Expected Pay Range: $56,000 to $76,573

Financial Analyst, IV
Recognized as subject matter expert and advanced individual contributor professional. Requires specialized skill set. Conducts highly complex work, unsupervised and with extensive latitude for independent judgment.
Requires a bachelor's (or equivalency) + 8 years or a master's (or equivalency) + 6 years of directly related work experience.
This is an Advanced-Level position in the General Professional track.
Expected Pay Range: $67,760 to $92,618


Minimum Qualifications
EQUIVALENCY STATEMENT: 1 year of higher education can be substituted for 1 year of directly related work experience (Example: bachelor's degree = 4 years of directly related work experience).

Department may hire employee at one of the following job levels:

Financial Analyst, III: Requires a bachelor's (or equivalency) + 6 years or a master's (or equivalency) + 4 years of directly related work experience.

Financial Analyst, IV: Requires a bachelor's (or equivalency) + 8 years or a master's (or equivalency) + 6 years of directly related work experience.

Preferences
  • Post-award research accounting experience in an academic setting is strongly preferred.
  • An advanced degree, such as a Master's of Business Administration, is preferred.
  • Applicants must demonstrate the potential ability to perform the essential functions of the job as outlined in the position description.
  • Keen Organization skills and the ability to communicate effectively both oral and written.

Applicants will be screened according to preferences.
Type Benefited Staff Special Instructions Summary Additional Information
The University is a participating employer with Utah Retirement Systems ("URS"). Eligible new hires with prior URS service, may elect to enroll in URS if they make the election before they become eligible for retirement (usually the first day of work). Contact Human Resources at (801) 581-7447 for information. Individuals who previously retired and are receiving monthly retirement benefits from URS are subject to URS' post-retirement rules and restrictions. Please contact Utah Retirement Systems at (801) 366-7770 or (800) 695-4877 or University Human Resource Management at (801) 581-7447 if you have questions regarding the post-retirement rules.
This position may require the successful completion of a criminal background check and/or drug screen.
The University of Utah values candidates who have experience working in settings with students and possess a strong commitment to improving access to higher education.
Veterans' preference is extended to qualified applicants, upon request and consistent with University policy and Utah state law. Upon request, reasonable accommodations in the application process will be provided to individuals with disabilities.
Consistent with state and federal law, the University of Utah does not discriminate based upon race, ethnicity, color, religion, national origin, age, disability, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, pregnancy-related conditions, genetic information, or protected veteran's status. The University does not discriminate on the basis of sex in the education program or activity that it operates, as required by Title IX and 34 CFR part 106. The requirement not to discriminate in education programs or activities extends to admission and employment. Inquiries about the application of Title IX and its regulations may be referred to the Title IX Coordinator, to the Department of Education, Office for Civil Rights, or both.
To request a reasonable accommodation for a disability or if you or someone you know has experienced discrimination or sexual misconduct including sexual harassment, you may contact the Director/Title IX Coordinator in the Office of Equal Opportunity and Title IX (OEO). More information, including the Director/Title IX Coordinator's office address, electronic mail address, and telephone number can be located at the: University of Utah NonDiscrimination page.
Online reports may be submitted at https://oeo.utah.edu

https://publicsafety.utah.edu/safetyreport/ This report includes statistics about criminal offenses, hate crimes, arrests and referrals for disciplinary action, and Violence Against Women Act offenses. They also provide information about safety and security-related services offered by the University of Utah. A paper copy can be obtained by request at the Department of Public Safety located at 1658 East 500 South.
As per University of Utah policy 5-108: Transfer of Benefits Eligible Staff Members, a new hire to the University of Utah who is still serving a 12 month probationary period will not be hired into another University of Utah job (a transfer) until the successful completion of the probationary period.

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About University of Utah

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The University of Utah is the state’s flagship institution of higher education, with 18 schools and colleges, more than 100 undergraduate majors and graduate programs, and an enrollment of more than 38,000 students. It is a member of the Association of American Universities—an invitation-only, prestigious group of 71 leading research institutions. The U is advancing a new national model for higher education that delivers societal impact through education, research, health care, and community service, while making social, economic, and cultural contributions that improve lives across Utah and around the world.

Industry

Colleges, universities, and professional schools

Company size

10,000+ Employees

Headquarters location

Salt Lake City, UT, US

Year founded

1850

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