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Remote Fidelity Financial Consultant Program Jobs in Portland, ME

Sales Manager Remote

Portland, ME · Remote

$80K - $120K/yr

... financial futures. We are seeking a results-driven Remote Sales Manager to lead and develop a small ... program. Additional information: This role focuses on leading consultative sales of life and health ...

Remote Sales Manager

Portland, ME · Remote

$80K - $120K/yr

... families protect their financial futures. We are seeking motivated work-from-home sales ... program. Additional Information * Role focus: consultative sales of life and health insurance ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

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Remote Fidelity Financial Consultant Program information

See Portland, ME salary details

$22.5K

$64K

$123.8K

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

As of Aug 29, 2026, the average yearly pay for remote fidelity financial consultant program in Portland, ME is $63,966.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,900.00 and $89,000.00 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 are popular job titles related to Remote Fidelity Financial Consultant Program jobs in Portland, ME?

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

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

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

Entry Level Sales(80k - 150k) - (In House Leads, Fully Remote)

SIL Advisor LLC

Portland, ME • Remote

$5.0K - $8.0K/wk

Full-time

Medical, Life

Re-posted 29 days ago


Job description

 If you are looking for a sales role that rewards effort and consistency, let's connect.

SIL Advisor LLC

At SIL Advisor LLC, we specialize in providing comprehensive financial consulting services. Our team of experienced advisors are dedicated to helping businesses and individuals navigate their financial challenges and achieve sustainable growth.

Your responsibilities:

  • Respond to inbound requests for life, mortgage protection, and health supplemental plans and more
  • Conduct virtual consultations to assess coverage needs
  • Recommend appropriate solutions through our top-rated trusted carriers
  • Maintain professional follow-up and develop long term client relationships
  • Participate in personal development and growth with our training, coaching, and team dynamics

What we provide:

  • warm in house developed leads
  • Remote flexibility-full or part time
  • Step-by-step sales systems with full mentorship
  • Internal courses to learn and grow to leadership
  • CRM tools and full support
  • 100% Commission-based earnings with renewals and bonus potential

Who this is for:

  • Sales professionals comfortable in commission-only roles that are self-motivated
  • Strong communicators with a consultative sales style
  • Individuals that have a growth-focused mindset
  • willingness to obtain a Life and Health License (we will provide the support )
  • Insurance background is not needed to start but focus and drive are.
  • Someone who sees you can build big here because there is no limit.

job description