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Remote Fidelity Financial Consultant Program Jobs in Virginia

Financial Strategist

Vienna, VA · On-site +1

$60K - $75K/yr

... consultations Build long-term client relationships based on trust and education Participate in ... Offer Flexible, remote work environment Comprehensive training and mentorship Advancement ...

Financial Strategist

Vienna, VA · On-site +1

$60K - $75K/yr

... consultations Build long-term client relationships based on trust and education Participate in ... Offer Flexible, remote work environment Comprehensive training and mentorship Advancement ...

Financial Strategist

Great Falls, VA · On-site +1

$60K - $75K/yr

... consultations Build long-term client relationships based on trust and education Participate in ... Offer Flexible, remote work environment Comprehensive training and mentorship Advancement ...

Financial Strategist

VA · On-site +1

$60K - $75K/yr

... consultations Build long-term client relationships based on trust and education Participate in ... Offer Flexible, remote work environment Comprehensive training and mentorship Advancement ...

Financial Strategist

Mclean, VA · On-site +1

$60K - $75K/yr

... consultations Build long-term client relationships based on trust and education Participate in ... Offer Flexible, remote work environment Comprehensive training and mentorship Advancement ...

Financial Strategist

Fairfax, VA · On-site +1

$60K - $75K/yr

... consultations Build long-term client relationships based on trust and education Participate in ... Offer Flexible, remote work environment Comprehensive training and mentorship Advancement ...

Financial Strategist

VA · On-site +1

$60K - $75K/yr

... consultations Build long-term client relationships based on trust and education Participate in ... Offer Flexible, remote work environment Comprehensive training and mentorship Advancement ...

Financial Strategist

Alexandria, VA · On-site +1

$60K - $75K/yr

... consultations Build long-term client relationships based on trust and education Participate in ... Offer Flexible, remote work environment Comprehensive training and mentorship Advancement ...

Financial Strategist

Mclean, VA · On-site +1

$60K - $75K/yr

... virtual consultations • Build long-term client relationships based on trust and education • ... Flexible, remote work environment • Comprehensive training and mentorship • Advancement ...

Financial Strategist

Fairfax, VA · On-site +1

$60K - $75K/yr

... virtual consultations • Build long-term client relationships based on trust and education • ... Flexible, remote work environment • Comprehensive training and mentorship • Advancement ...

Financial Strategist

Great Falls, VA · On-site +1

$60K - $75K/yr

... virtual consultations • Build long-term client relationships based on trust and education • ... Flexible, remote work environment • Comprehensive training and mentorship • Advancement ...

Financial Strategist

Vienna, VA · On-site +1

$60K - $75K/yr

... virtual consultations • Build long-term client relationships based on trust and education • ... Flexible, remote work environment • Comprehensive training and mentorship • Advancement ...

Showing results 21-40

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

Principal Consultant - Implementation Services - Remote

FH Black and Company Incorporated

Alexandria, VA • On-site, Remote

Full-time

Medical, Dental, Vision, PTO

Re-posted 4 days ago


Job description

Principal Consultant - Implementation Services - Remote


We are looking for a motivated, creative, highly technically-skilled individual with excellent time-management skills capable of working in a principal consultant role with minimal supervision who is excited about a challenge and wants to work remotely - FOREVER.


Why Us?

"From the beginning I have felt a part of a team, valued for what I could bring to the table even as a new staff member. I feel valued, challenged and encouraged. From my first day, the tone was set that we are a collaborative group of professionals, and despite working remotely, there is a feeling of a cohesive team."

Do you want to Work with a Company whose Team's Vision is to enable Financial Officers and Departments to:


  1. Not spend their time on mundane repetitive tasks?Or to Use their education, skills and experience to provide valuable guidance to their stakeholders?

  2. Panic when there is turnover?Or Retain members because they are engaged with challenging, interesting and valuable work?

  3. Manage minimal turnover? The organization has the tools in place to manage the change with minimal interruption to their most difficult processes?


About Us:

For over 25 years, FH Black & Company has implemented, integrated, and optimized industry-leading tools and best practices to improve our clients' finance function. Our mission is to enable finance to do more with less, do it better than it was done before, and do it faster. Our clients are governments, universities, corporations, and public practice accounting firms across Canada and the United States.


About You:

Do you:

  • Thrive on challenges?
  • Dislike"the same-old-same-old"?
  • Like to work outside your comfort zone, doing interesting and difficult things?
  • Often find yourself saying, "There has to be a better way of doing this"?
  • Need to be continuously learning and evolving?
  • Achieve great satisfaction in helping others and providing creative solutions to challenging problems?
  • Want to be led, not micro-managed?
  • Value flexibility? Flexibility to live anywhere in the world and the freedom to relocate whenever it suits you?
  • Loathe commuting and being stuck in traffic, wasting your time?

If you answered yes to all the above, you are a great fit for our firm's culture and should read on.

Still here? Now, how about your technical attributes?

You possess:

  • A CPA designation,
  • 3 to 5 years of experience working in public sector or corporate finance,
  • A proven ability to learn and master technology,
  • A minimum of 3 years of work experience with one or more of the following:
    • Workiva Wdesk & Wdata
    • CaseWare Working Papers, Financials & Connector
  • Project management experience,
  • The capacity to solve complex challenges, within a defined framework and timeline,
  • Outstanding verbal, written and presentation skills. You are a regular, clear, concise and professional communicator,
  • The ability to effectively use the entire MS Office Suite including Outlook, Excel, Word & PowerPoint,
  • A knack for building solid relationships; people want to work with you,
  • Impeccable attention to detail and high standards for quality and creativity,
  • Solid time management skills, we don't believe in micro-managing our people,
  • Sensitivity to confidential matters.

The perfect candidate will also possess:

  • Experience with one or more of the following:
    • CaseWare Idea,
    • Trintech or Blackline's Continuous Accounting platform,
    • Balancing Act budget simulations platform,
    • Questica Budget,
    • SAP Concur Invoice Solutions.
  • Experience programming

Job Duties:

As a principal consultant, you will work on a team to improve our client's finance and budget office business processes. Specifically, you will be responsible for:

  • Implementation and support respecting industry-leading tools from CaseWare, Workiva, IGM, Blackline & BalancingAct
  • Development and delivery of standard and customized training
  • Diverse, ongoing consulting services

Benefits:

  • Competitive salary
  • Compressed work week option
  • Generous vacation policy
  • Work remotely - from home or with a laptop & WiFifrom wherever you can take a VOIP call!
  • Comprehensivebenefitspackage including RSP, medical, dental and vision care coverage
  • Fitness and professional development reimbursement

FH Black is an equal opportunity employer and is proud to support diversity. Please note that replies may filter to your "Other" inbox.