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Remote Fidelity Financial Consultant Program Jobs in Boca Raton, FL

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Remote Fidelity Financial Consultant Program information

See Boca Raton, FL salary details

$20.8K

$59.1K

$114.5K

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

As of Aug 12, 2026, the average yearly pay for remote fidelity financial consultant program in Boca Raton, FL is $59,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,800.00 and $82,300.00 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.
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What job categories do people searching Remote Fidelity Financial Consultant Program jobs in Boca Raton, FL look for? The top searched job categories for Remote Fidelity Financial Consultant Program jobs in Boca Raton, FL are:
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Government Services Senior Consultant- FEMA

Eisneramper Llp

West Palm Beach, FL • On-site, Remote

Full-time

Re-posted 13 hours ago


EisnerAmper rating

9.7

Company rating: 9.7 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

1st of 22 rated bookkeepers and accountants


Job description

Job Description

EisnerAmper is seeking a Senior Consultant - FEMA in our Government Services Practice. This role is ideal for someone with strong familiarity with Federal Emergency Management Agency (FEMA) funded initiatives, including the Public Assistance, Individual Assistance, Hazard Mitigation, and Building Resilient Infrastructure and Communities programs and a proven track record of supporting complex programs in a compliance- or finance-related role. Candidates must have experience working with state and/or local recovery programs with knowledge of and experience with relevant FEMA regulations and policies and processes.

What Work You Will Be Responsible For:

Support clients in maintaining compliance with FEMA regulations and 2 CFR 200, including assessing audit readiness and compliance and administrative gaps.

Support clients in expediting complex closeout of multiple open disasters.

Support client financial management and accounting functions, including time and cost unit operations, and cost tracking and reconciliation.

Use knowledge and experience to help determine method of program implementation.

Ensure timely and accurate development of all client deliverables.

Actively engage in business development activities such as participating at conferences and responding to request for proposals, including the identification and review of funding opportunities and development and submission of proposals.

May be required to occasionally work extended hours, or travel to/work from different firm offices and/or client locations.

Basic Qualifications:

3+ years of previous experience in state and/or local disaster recovery programs administering FEMA funds.

Knowledge of and experience with FEMA disaster programs, including related statutes, regulations, and policies and processes, and compliance and/or financial management functions.

Bachelor's degree in Public Policy, Public Administration, Public Safety, Emergency Management, Disaster Management, or an approved related field.

Preferred or Desired Qualifications:

Certified Emergency Manager (CEM), Associate Emergency Manager (AEM), Program Management Professional (PgMP), Project Management Professional (PMP), certifications are preferred.

Strong organizational skills and the ability to manage competing priorities under tight deadlines.

Strong communication and analytical skills.

Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint. Familiarity with using and building tools in AI systems such as Claude, Copilot and ChatGPT.

About our Government Sector Services Team:

EisnerAmper provides assurance, advisory and outsourcing services to hundreds of governmental clients, including federal, state, local and county/parish governmental entities, municipalities, public retirement systems, school boards and districts and more. Because of our diverse governmental client base, our professionals understand a wide range of funding sources, operational challenges and reporting requirements.

Keeping up with ever-changing regulatory requirements, Governmental Accounting Standards Board ("GASB") pronouncements and federal grant administrative requirements can be overwhelming. Our team can help you navigate these requirements while displaying transparency with the people you serve.

EisnerAmper provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG/CDSG) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.). As strategic advisors, we provide services that help to maintain compliance, streamline operations and maximize resources so governmental entities can focus on providing citizens with the vital services they need.

About EisnerAmper:

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions, PE firms, start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by attorneys, financial professionals, bankers, and investors who serve these clients.

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state or local law.

Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com

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Preferred Location:
Miami

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About EisnerAmper

Sourced by ZipRecruiter

EisnerAmper is one of the largest accounting, tax and business advisory firms in the U.S., with more than 3,000 employees and over 300 partners across the country. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients.

Industry

Accounting services

Company size

1,001 - 5,000 Employees

Headquarters location

New York, NY, US

Year founded

1963

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