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Remote Fidelity Financial Consultant Program Jobs in Rochester, NY

Remote Sales Specialist

Rochester, NY · Remote

$69K - $150K/yr

Work 100% remotely while helping clients make important financial protection decisions that create ... Conduct virtual benefit consultations and present customized protection solutions * Guide clients ...

Remote Sales Agent

Rochester, NY · Remote

$69K - $150K/yr

Work 100% remotely while helping clients make important financial protection decisions that create ... Conduct virtual benefit consultations and present customized protection solutions * Guide clients ...

Showing results 41-60

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 23, 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 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 Rochester, NY?

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

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

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

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:

Licensed Mental Health Counselor - Remote Outpatient Support

Wellpath Behavioral Health & Consulting Clinic

Henrietta, NY • Remote

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago


Job description

Position Overview

Wellpath Behavioral Health & Consulting Clinic is seeking a dedicated and qualified Mental Health Counselor to provide remote outpatient therapy services to our diverse client population. This full-time position offers a salary range of $80,000 to $100,000 annually and requires a minimum of a master's degree in a relevant field, along with a valid state license.

About the Organization

At Wellpath Behavioral Health & Consulting Clinic, we are committed to enhancing the mental wellness of our community. Located in Henrietta, New York, our clinic utilizes a holistic approach that prioritizes the needs of each individual. Our team is composed of skilled professionals who share a vision of compassionate and effective mental health care. By fostering an inclusive environment, we aim to break down barriers to emotional wellness and provide resources that empower our clients.

Work Environment

This position is primarily remote, offering flexibility while maintaining a structured outpatient office setting. Our collaborative virtual environment allows counselors to engage with peers and supervisors easily, ensuring support and guidance in providing the highest quality of care. Regular virtual meetings and training sessions promote continuous professional development and maintain a strong connection within our mental health community.

Key Responsibilities

The Mental Health Counselor will play a pivotal role in our service delivery by:

  • Conducting in-depth assessments to evaluate clients' mental health status and establish their unique therapeutic needs.
  • Designing and implementing personalized treatment plans based on evidence-based practices, focusing on measurable outcomes.
  • Facilitating regular therapeutic sessions, both individual and group-based, utilizing diverse therapeutic modalities suitable for the client population.
  • Providing clients with coping strategies and tools necessary for managing their mental health challenges, resulting in improved personal outcomes.
  • Collaborating with other healthcare providers, including psychiatrists and primary care physicians, to ensure a comprehensive approach to client care.
Patient Population / Client Focus

We serve a wide array of clients who may be experiencing issues such as substance use disorders, anxiety, depression, trauma, and eating disorders. As a counselor at Wellpath, you will have the opportunity to work with various patient demographics, ensuring that you develop cultural competence and tailored treatment approaches that resonate with each client's background and experiences.

Qualifications

To be considered for this role, candidates must possess:

  • A master's or doctoral degree in Social Work, Psychology, Mental Health Counseling, or Marriage and Family Therapy from an accredited institution.
  • A current and valid license as an LMFT, LPC, or LCSW within the state.
  • A minimum of two years of relevant experience in the mental health field, demonstrating an understanding of various mental health disorders and treatment modalities.
  • Strong interpersonal and communication skills, allowing for the formation of trusting relationships with clients.
  • Proficiency in electronic health record (EHR) systems, ensuring accurate documentation and effective tracking of client progress.
  • A commitment to uphold ethical standards and confidential practices in all interactions.
Preferred Experience

While not mandatory, candidates with the following qualifications will be highly regarded:

  • Experience in providing culturally responsive therapy and group facilitation.
  • Demonstrated crisis intervention skills and the ability to manage high-stress situations effectively.
  • Familiarity with contemporary evidence-based treatment approaches aligned with best practices in mental health care.
Compensation and Benefits

In addition to a competitive salary of $80,000 to $100,000 annually, we offer a comprehensive benefits package that includes:

  • Health, dental, and vision insurance for you and your family.
  • Retirement savings plan with employer-matching contributions to enhance your financial future.
  • Generous paid time off (PTO) policy along with paid holidays, promoting a healthy work-life balance.
  • Opportunities for continuing education and professional development support, helping you to advance your skills and qualifications.
  • A collaborative and inclusive work culture that values your contributions and offers support for career growth.
Career Growth Opportunities

We actively encourage professional development and advancement. As part of Wellpath, you will have access to mentorship programs and leadership training that position you for roles with greater responsibility, effectively contributing to the ongoing success of our collective mission in mental health care.

Why Join Our Team

Joining Wellpath Behavioral Health & Consulting Clinic means becoming part of a forward-thinking team focused on transforming mental health care. Here, you will find a workplace that values compassion, innovation, and collaboration, making it not only fulfilling but inspiring. Your expertise and dedication can significantly impact the lives of those we serve, transforming their journeys towards better mental health.

Application Information

If you are a passionate mental health professional looking to make a difference, we invite you to apply. Please submit your resume, detailing your relevant experience and commitment to cultural competence in therapy. Join us on this journey to empower others through elevated mental health care.