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Remote Fidelity Financial Consultant Program Jobs in Boca Raton, FL

Aston Carter

Remote Project Administrator

Boca Raton, FL · On-site +1

$30 - $50/hr

The position is ideal for someone with professional services, engineering, consulting, or AEC ... Collaborate closely with project managers, finance teams, and operational stakeholders to resolve ...

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All JobsFidelity Financial Consultant Program JobsRemote Fidelity Financial Consultant Program JobsRemote Fidelity Financial Consultant Program Jobs in Boca Raton, FL

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 Sep 2, 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 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.

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

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Remote Fidelity Financial Consultant Program jobs near you

Remote Sales Representative (No Experience Required)

Stratford Davis

Fort Lauderdale, FL • Remote

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Role Overview

We are seeking motivated, client-centric professionals to join our expanding remote sales division. This role is perfect for individuals who excel at relationship-building, are highly self-motivated, and want to establish a lucrative, long-term career in financial services. We equip you with comprehensive training, modern tools, and ongoing support to ensure your success in a collaborative virtual environment.

As a key member of our team, you will sharpen your professional expertise, enjoy outstanding six-figure commission potential, and utilize a streamlined, proven system built for maximum efficiency. Highly driven individuals can achieve exceptional financial rewards while helping clients protect their futures with customized insurance and retirement plans.

Key Responsibilities
  • Engage Warm Prospects: Connect with high-quality, pre-screened inbound leads (absolutely no cold calling).
  • Conduct Virtual Consultations: Meet with clients online to evaluate their unique financial needs and objectives.
  • Propose Custom Solutions: Recommend tailored financial products, focusing primarily on life insurance and annuities.
  • Deliver Value: Clearly articulate product benefits, helping clients understand their long-term security.
  • Nurture Client Relationships: Build lasting trust and maintain strong connections with your portfolio.
  • Manage Client Pipelines: Track all sales activities, touchpoints, and progress using our CRM database.
  • Oversee Sales Lifecycle: Guide clients smoothly from the initial consultation to a successful close.
  • Foster Referrals and Retention: Maintain post-sale communication to encourage loyalty and client introductions.
  • Stay Informed: Keep up-to-date with product portfolios, industry shifts, and compliance standards.
Candidate Requirements
  • Commission-Driven Mindset: Highly motivated by an uncapped, performance-based commission structure.
  • Communication Skills: Exceptional verbal and written communication, with a natural ability to connect with people.
  • Self-Discipline: A strong work ethic and the ability to stay productive and organized while working autonomously.
  • Remote Readiness: Comfort and familiarity with working in a fully virtual environment.
  • Growth Mindset: An eager willingness to learn, adapt, and implement coaching.
  • Background: Previous experience in sales or customer service is a plus, though not a requirement.
Compensation & Benefits
  • Uncapped Commission Structure: Benefit from a highly lucrative, performance-based payout model with unlimited earning potential and six-figure capability.
  • Flexible Schedule: Enjoy a highly adaptable routine, typically working just 3 to 4 focused days per week.
  • Pre-Vetted Leads: Avoid the stress of prospecting; you will only speak with pre-qualified, interested clients.
  • Complimentary Training: Gain access to comprehensive digital courses and live mentorship at zero cost to you.
  • State-of-the-Art Tools: Use our premium sales platforms and technology to streamline your workflow.
  • Ongoing Mentorship: Benefit from direct coaching and guidance from seasoned industry leaders.
  • Incentive Travel: Earn opportunities to qualify for luxury, company-funded international trips based on your sales performance.
  • By utilizing our structured, proven framework, you will have the direct path and resources needed to build a business of your own and generate a highly rewarding, six-figure commission-only income.
Take the next step toward a dynamic, high-earning career. Apply today to join our team!