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Remote Fidelity Financial Consultant Program Jobs in Rochester, NY

ProArch

Security Consultant

Rochester, NY · On-site +1

Own solution implementation and program onboarding, including documentation, handoffs, and ... Maintain solution health and integrations (connectors, data sources, agents, and alert fidelity)

Pinion

Dairy Business Consultant

Rochester, NY · Remote

You'll combine financial expertise, operational understanding, and relationship management to help ... Remote-based role in upstate New York with frequent day travel to client locations within a few ...

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 ...

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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 Jul 16, 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, and why are they important?

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.
What are popular job titles related to Remote Fidelity Financial Consultant Program jobs in Rochester, NY? For Remote Fidelity Financial Consultant Program jobs in Rochester, NY, the most frequently searched job titles are:
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What cities near Rochester, NY are hiring for Remote Fidelity Financial Consultant Program jobs? Cities near Rochester, NY with the most Remote Fidelity Financial Consultant Program job openings:
Remote Fidelity Financial Consultant Program jobs near you
Remote Sales Consultant - Financial Services

Remote Sales Consultant - Financial Services

Nexera

Rochester, NY • Remote

$4.0K - $6.3K/wk

Full-time

Posted 27 days ago

Job description

About this role

We are hiring Remote Financial Sales Consultants. In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home.

What the day-to-day looks like
  • Contact warm inbound leads — people who have already requested information about financial protection for their families
  • Conduct needs-based consultations by phone or Zoom to identify the right coverage options
  • Present and explain policy options from our network of 60+ carriers
  • Follow up consistently with prospects and track your daily activity
  • Attend weekly virtual training and team meetings
  • Work toward leadership and the ability to build and manage your own team
Compensation
  • $800 to $1,200 commission per closed sale
  • Part-time agents (20 hrs/week) typically earn $50,000 to $80,000 in year one with consistent activity
  • Full-time agents typically earn $80,000 to $120,000 once established; top performers earn significantly more
  • Paid weekly 
  • Performance-based incentives and bonuses available
  • Long-term override income available through team building
What we provide
  • Warm inbound leads and outbound follow-up opportunities (lead cost structure discussed during interview)
  • Licensing assistance — we will walk you through how to obtain your Life and Health License if you do not already have one
  • Step-by-step onboarding and a dedicated mentor for your first 90 days
  • Access to products from 60-plus insurance carriers so you can match every client with the right fit
  • Clear path to team leadership and passive override income
Who does well in this role

You do not need a background in finance or insurance. The following backgrounds consistently produce strong first-year consultants:

  • Real estate, mortgage, or banking
  • Retail, hospitality, or customer service
  • Military veterans and first responders
  • Teaching, coaching, or fitness
  • Any previous commission or performance-based sales role
Requirements
  • Must be a U.S. citizen or legal resident currently living in the United States
  • Fully remote role
  • Must be able to pass a background check
  • Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided)
  • Reliable internet connection and a quiet workspace for calls
Benefits
  • Flexible schedule — work full time or part time
  • Work from home
  • Weekly pay
  • 100% Uncapped commission structure
  • Mentorship and ongoing training
  • Leadership and team-building opportunities
How to apply

Submit your resume through Indeed. No cover letter required. In the screener questions below, answer honestly — we review every application and respond within 2 business days.

We would rather hire five people who are a strong fit than fifty who are not. If you are serious about changing your income, apply today.