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Remote Fidelity Financial Consultant Program Jobs in Virginia

Maximus

Lead Consultant - Medicaid

VA · On-site +1

... Remote Country United States Working time Full-time Description & Requirements We are seeking a ... programs and reform initiatives. - Financial & Performance Consulting - Conduct financial and ...

VMD Corp

Program Manager - Secret (Remote)

Mclean, VA · Remote

Description Program Manager - Secret (Remote) Xcelerate Solution is currently seeking a Program ... Minimum of seven (7) years of experience managing large, complex IT or consulting programs, with ...

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

Remote Fidelity Financial Consultant Program information

See Virginia salary details

$21.8K

$62K

$120K

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

As of Aug 31, 2026, the average yearly pay for remote fidelity financial consultant program in Virginia is $61,966.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,700.00 and $86,300.00 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 Virginia?

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

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

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

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

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

Remote Fidelity Financial Consultant Program jobs near you

SAP Concur Expense Consultant

Reston, VA • On-site, Remote

CREATIVE GLOBAL CONSULTING
IT Services • 501 - 1,000 employees
Learn more about CREATIVE GLOBAL CONSULTINGexternal

Full-time

Re-posted 29 days ago

Job description

SAP Concur Expense Consultant
Client: General Services Administration (GSA)
POP: 12+ months
Location: Remote
US Citizen
REQUIRED SKILLS
  • In-depth knowledge of Concur configuration including travel booking, expense and reporting
  • Experience in integration between Concur Expense and other systems (e.g., ERP, HR, CRM) to ensure seamless data flow with strong security control.
  • Experience in integration between Concur Expense and other apps (e.g., TripIt, ExpenseIT) and other travel and expense related apps including and not limited to fraud detection, risk, duty of care, SOS. etc to ensure seamless data flow with strong security control.
  • Experience in Concur Expense Configuration and implementation of Federal Travel Regulations applicable to specific agencies, with limited exceptions to audit rules
  • Experience in credit card clearing process and implementation
  • In-depth knowledge of Federal Travel Regulation FTR
  • Knowledge of industry regulations and compliance standards.
  • Strong Analytical and Problem-solving skills
  • Effective Communication Skills
  • Certified as Concur Travel Implementation and Configuration
  • Experience in Concur Travel & Expense implementation (7+ years)
  • Able to lead design workshop sessions and design requirements gathering
  • Support Concur Travel and Expense configuration, system and integration testing
  • Support testing and defect management
  • Strong communication skill

PREFERRED SKILLS
  • Experience with E-Gov Travel Service (ETS) system
  • Experience with GSA Travel reporting Tool

TASKS
  • Works on client's key operations and business solutions.
  • Analyzes, designs, and develops client's information systems and program specifications; involved in creation of specification/requirements, and maintenance/ design/build /test phases of systems and applications. May also be asked to provide technical support and analysis of infrastructure projects and production environment; develop upgrade/improvement recommendation; monitor, plan, and measure impact of new products and services.
  • Codes, test and debugs applications and programs. May participate in the application design of systems, including use of analytical techniques.
  • Develops program specifications and detail design documents.
  • Assists in testing, training, and preparation of operations.

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