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Remote Fidelity Financial Consultant Program Jobs in Rochester, NY

Schnitzer Agency

Remote Sales Consultant

Rochester, NY · On-site +1

Fully remote with control over your schedule * Structured onboarding, scripts, and ongoing ... By submitting this form, you agree to recurring contact from Symmetry Financial Group LLC and its ...

Nexera

Entry Level Remote Insurance Sales

Rochester, NY · Remote

$1.5K - $3.2K/wk

About this role We're hiring entry-level Financial Sales Consultants for our remote team. You'll help families find the right financial protection for their needs -- by phone and Zoom, from wherever ...

Nexera

Entry Level Remote Sales Role

Rochester, NY · Remote

$1.5K - $5.3K/wk

About this role We are hiring entry-level Financial Sales Consultants to join our remote team. In this role, you will help families find the right financial protection coverage for their needs ...

Pronexus, LLC

Senior Accountant

Rochester, NY · Remote

$68K - $85K/yr

Senior Accountant *Part-Time or Full-Time, Remote, On-Site, and Hybrid Opportunities Available ... Attributes of our consultants include : commitment to unparalleled client service, adept at ...

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All JobsFidelity Financial Consultant Program JobsRemote Fidelity Financial Consultant Program JobsRemote Fidelity Financial Consultant Program Jobs in Rochester, NY

Remote Fidelity Financial Consultant Program information

See Rochester, NY salary details

$21.7K

$61.7K

$119.4K

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

As of Aug 8, 2026, the average yearly pay for remote fidelity financial consultant program in Rochester, NY is $61,668.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $85,800.00 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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Remote Fidelity Financial Consultant Program jobs near you

Remote Sales Consultant

Schnitzer Agency

Rochester, NY • On-site, Remote

Full-time

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

Job description

This is not an entry-level role - and not for average producers.

We’re hiring a small group of experienced sales professionals to handle high-intent inbound demand.

If you’re used to hitting quota, managing your pipeline, and closing consistently—you’ll fit in here quickly.

We’re a growing life insurance brokerage with a steady flow of inbound leads. No cold prospecting. No chasing uninterested prospects. Your role is to guide, advise, and close.

What makes this different:

  • Inbound, pre-qualified leads (not self-generated)
  • Shorter sales cycle vs. most commission roles
  • Fully remote with control over your schedule
  • Structured onboarding, scripts, and ongoing mentorship

What we’re looking for:

  • Proven track record in sales (quota-carrying role preferred)
  • Strong closing ability and follow-up discipline
  • High ownership—no handholding needed
  • Comfortable in a performance-based environment

What this is not:

  • A salaried or hourly position
  • A fit for those new to sales

If you’re confident in your ability to sell and want a higher-leverage environment, apply to start the conversation.


By submitting this form, you agree to recurring contact from Symmetry Financial Group LLC and its affiliated companies under common control and their insurance agents via text & live, automated, A.I., or prerecorded calls, including for marketing or recruiting purposes. Consent not a condition of purchase.

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