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Remote Fidelity Financial Consultant Program Jobs in Bountiful, UT

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Remote Fidelity Financial Consultant Program information

See Bountiful, UT salary details

$20.7K

$58.9K

$114.1K

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

As of Aug 22, 2026, the average yearly pay for remote fidelity financial consultant program in Bountiful, UT is $58,919.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,700.00 and $82,000.00 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 job categories do people searching Remote Fidelity Financial Consultant Program jobs in Bountiful, UT look for?

The top searched job categories for Remote Fidelity Financial Consultant Program jobs in Bountiful, UT are:

What cities near Bountiful, UT are hiring for Remote Fidelity Financial Consultant Program jobs?

Cities near Bountiful, UT with the most Remote Fidelity Financial Consultant Program job openings:

Netsuite Financials Consultant

Deloitte

Salt Lake City, UT • On-site, Remote

Full-time

Posted 10 days ago


Deloitte rating

8.2

Company rating: 8.2 out of 10

Based on 92 frontline employees who took The Breakroom Quiz

45th of 151 rated financial services


Job description

Today's finance leaders face increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently as their businesses grow. As a NetSuite Consultant at Deloitte, you will support the design and implementation of NetSuite solutions that help clients meet their business goals, working alongside experienced team members to build your consulting and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and accounting organizations operate by streamlining processes, improving reporting, and building lasting client relationships along the way.

Recruiting for this role ends on 12/31/2026.

Work you'll do

As a Consultant, you will help implement and deploy NetSuite solutions:

  • Work within an engagement team, identifying business requirements, supporting functional design, prototyping, and process design
  • Implement and deploy NetSuite solutions that accommodate unique industry, business, and regulatory requirements
  • Conduct business process mapping and requirements-gathering sessions with clients, on-site and remote
  • Prepare Business Requirements and Technical Scoping Documents for client approval
  • Create functional requirements as an input to application design
  • Build, develop, and test functional designs for business components and prototypes
  • Drive test planning, execution, and optimization support
  • Troubleshoot configuration issues and provide ongoing post-implementation support to optimize user adoption

A successful candidate would possess these skills:

  • Ability to build strong client and team relationships
  • Comfort managing multiple priorities in a team-based environment
  • Eagerness to learn new tools, processes, and industries

The team

Our NetSuite practice helps upper mid-market and high-growth organizations modernize their financial and operational systems on a unified cloud platform. We work alongside clients to streamline processes, improve reporting, and support their next stage of growth. We're just as invested in our own team's growth, with hands-on learning and mentorship built into every engagement.

Qualifications

Required:

  • 2+ years of relevant consulting or industry experience in one or more of the following areas:
    • Record to Report: General Ledger and Financial Reporting
    • Procure to Pay: Accounts Payable
    • Order to Cash: Accounts Receivable
  • Bachelor's degree in Accounting, Finance, Business Administration, Economics, Information Systems, or another related field
  • Ability to travel up to 50%, on average, based on the work you do and the clients/sectors you serve
  • Limited immigration sponsorship may be available

Preferred:

  • Certified NetSuite Professional (NetSuite Administrator / Suite Foundation / ERP Consultant / SuiteCloud Developer Certification)
  • Experience with NetSuite integrations and customizations
  • Full lifecycle NetSuite implementation experience, including Design, Build, Test, Deploy, and Support phases
  • Previous "Big 4" or large consulting firm experience
  • Strong problem-solving skills with the ability to communicate with technical and non-technical audiences
  • Advanced degree in a relevant field

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $82,600 to $162,800.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

#EPCORE and #ORACLECORE

Qualifications:

Today's finance leaders face increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently as their businesses grow. As a NetSuite Consultant at Deloitte, you will support the design and implementation of NetSuite solutions that help clients meet their business goals, working alongside experienced team members to build your consulting and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and accounting organizations operate by streamlining processes, improving reporting, and building lasting client relationships along the way.

Recruiting for this role ends on 12/31/2026.

Work you'll do

As a Consultant, you will help implement and deploy NetSuite solutions:

  • Work within an engagement team, identifying business requirements, supporting functional design, prototyping, and process design
  • Implement and deploy NetSuite solutions that accommodate unique industry, business, and regulatory requirements
  • Conduct business process mapping and requirements-gathering sessions with clients, on-site and remote
  • Prepare Business Requirements and Technical Scoping Documents for client approval
  • Create functional requirements as an input to application design
  • Build, develop, and test functional designs for business components and prototypes
  • Drive test planning, execution, and optimization support
  • Troubleshoot configuration issues and provide ongoing post-implementation support to optimize user adoption

A successful candidate would possess these skills:

  • Ability to build strong client and team relationships
  • Comfort managing multiple priorities in a team-based environment
  • Eagerness to learn new tools, processes, and industries

The team

Our NetSuite practice helps upper mid-market and high-growth organizations modernize their financial and operational systems on a unified cloud platform. We work alongside clients to streamline processes, improve reporting, and support their next stage of growth. We're just as invested in our own team's growth, with hands-on learning and mentorship built into every engagement.

Qualifications

Required:

  • 2+ years of relevant consulting or industry experience in one or more of the following areas:
    • Record to Report: General Ledger and Financial Reporting
    • Procure to Pay: Accounts Payable
    • Order to Cash: Accounts Receivable
  • Bachelor's degree in Accounting, Finance, Business Administration, Economics, Information Systems, or another related field
  • Ability to travel up to 50%, on average, based on the work you do and the clients/sectors you serve
  • Limited immigration sponsorship may be available

Preferred:

  • Certified NetSuite Professional (NetSuite Administrator / Suite Foundation / ERP Consultant / SuiteCloud Developer Certification)
  • Experience with NetSuite integrations and customizations
  • Full lifecycle NetSuite implementation experience, including Design, Build, Test, Deploy, and Support phases
  • Previous "Big 4" or large consulting firm experience
  • Strong problem-solving skills with the ability to communicate with technical and non-technical audiences
  • Advanced degree in a relevant field

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $82,600 to $162,800.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

#EPCORE and #ORACLECORE

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