2

Remote Fidelity Financial Consultant Program Jobs in Rochester, NY

Work you'll do As a Senior Consultant, Regulatory, Risk, and Compliance on the Regulatory, Risk ... Experience supporting periodic review programs for validated systems and associated CAPA triggers

Tax Staff Accountant

Rochester, NY · On-site +1

$60K - $64K/yr

... program (4 weeks based on level), 16 paid holidays, remote/hybrid work flexibly, 401(k) plan with ... We serve a wide variety of clients and offer many compliance and consulting services, giving our ...

Retirement Plan Advisor

Rochester, NY · On-site +1

$79K - $112K/yr

Our vision for the future is based on the idea that transforming financial lives starts by giving ... Practical experience providing high-level, consultative client interactions preferred #PJRPA

Be Seen First

Free training with no start-up cost * Remote, work from anywhere * Set your own hours ... We build, sell, install, finance, and support our lights. * We work with all local power companies ...

... consulting firm (McKinsey, BCG, Bain, or similar) or a high-growth startup. This is a remote-first ... Develop financial models and data-driven insights to support strategic initiatives and business ...

... consulting firm (McKinsey, BCG, Bain, or similar) or a high-growth startup. This is a remote-first ... Develop financial models and data-driven insights to support strategic initiatives and business ...

We work with clients across industries, including Banking, Financial Services and Insurance, Healt ... Establish and maintain consultative sales relationships within each prospective client organization ...

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 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.
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:

System Test and Validation Lead

Deloitte

Rochester, NY • On-site, Remote

Full-time

Posted 19 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 150 rated financial services


Job description

Drive validation and compliance activities for complex GxP systems as a Senior Consultant, Regulatory, Risk, and Compliance. This role supports system validation strategy, audit readiness, CAPA management, and risk-based compliance activities across regulated technology environments. This role helps clients address emerging validation considerations for AI/ML-enabled systems and automation frameworks. If this sounds exciting, then this team may be the right fit for you!

Work you'll do

As a Senior Consultant, Regulatory, Risk, and Compliance on the Regulatory, Risk, and Forensic team, you will be responsible for...

  • Lead end-to-end validation activities for GxP systems, including validation plans, IQ/OQ/PQ protocols, summary reports, user requirements specifications, functional specifications, design specifications, and traceability matrices
  • Apply risk-based validation principles to assess system impact, classify validation requirements, and support compliance with GAMP 5, 21 CFR Part 11, and data integrity expectations
  • Drive inspection readiness activities, including gap assessments, mock audits, validation package reviews, and support for regulatory inspections and responses
  • Lead CAPA activities for validation findings, including root cause analysis, effectiveness checks, closure documentation, and tracking of open compliance actions
  • Validate AI/ML-enabled GxP systems and automation testing frameworks, including development of validation approaches for non-deterministic outputs and documentation of AI governance requirements

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to provide clear guidance to others

The Team

Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organization. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.

Qualifications

Required:

  • Bachelor's degree in business, information systems, computer science, engineering, or equivalent experience; 6+ years of experience in computer system validation in a life sciences environment, including pharma, biotech, medical device, or clinical
  • Experience leading validation deliverables for GxP systems, including IQ/OQ/PQ protocols, validation plans, summary reports, user requirements specifications, functional specifications, design specifications, and traceability matrices
  • Experience applying 21 CFR Part 11, EU Annex 11, GAMP 5, and data integrity requirements, including Attributable, Legible, Contemporaneous, Original, Accurate, Complete, Consistent, Enduring, and Available principles
  • Experience managing CAPA lifecycle activities and supporting inspection readiness for Food and Drug Administration or European Medicines Agency audits
  • Experience validating AI/ML-enabled systems, distinguishing deterministic and probabilistic tool behavior, and qualifying or validating automation testing frameworks
  • Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve.
  • Limited immigration sponsorship may be available.

Preferred:

  • Experience supporting periodic review programs for validated systems and associated CAPA triggers
  • Experience validating cloud or software as a service platforms, including Veeva, ServiceNow, or Salesforce in a GxP environment
  • Experience working in Agile delivery environments with validation activities embedded in sprints
  • Experience with AI governance processes, including AI use case tracking, model risk classification, and disclosure requirements for GxP systems

For individuals assigned and/or hired to work in a remote role, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to a remote role and 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. 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 $95,000 to $145,000.

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.

Qualifications:

Drive validation and compliance activities for complex GxP systems as a Senior Consultant, Regulatory, Risk, and Compliance. This role supports system validation strategy, audit readiness, CAPA management, and risk-based compliance activities across regulated technology environments. This role helps clients address emerging validation considerations for AI/ML-enabled systems and automation frameworks. If this sounds exciting, then this team may be the right fit for you!

Work you'll do

As a Senior Consultant, Regulatory, Risk, and Compliance on the Regulatory, Risk, and Forensic team, you will be responsible for...

  • Lead end-to-end validation activities for GxP systems, including validation plans, IQ/OQ/PQ protocols, summary reports, user requirements specifications, functional specifications, design specifications, and traceability matrices
  • Apply risk-based validation principles to assess system impact, classify validation requirements, and support compliance with GAMP 5, 21 CFR Part 11, and data integrity expectations
  • Drive inspection readiness activities, including gap assessments, mock audits, validation package reviews, and support for regulatory inspections and responses
  • Lead CAPA activities for validation findings, including root cause analysis, effectiveness checks, closure documentation, and tracking of open compliance actions
  • Validate AI/ML-enabled GxP systems and automation testing frameworks, including development of validation approaches for non-deterministic outputs and documentation of AI governance requirements

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to provide clear guidance to others

The Team

Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organization. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.

Qualifications

Required:

  • Bachelor's degree in business, information systems, computer science, engineering, or equivalent experience; 6+ years of experience in computer system validation in a life sciences environment, including pharma, biotech, medical device, or clinical
  • Experience leading validation deliverables for GxP systems, including IQ/OQ/PQ protocols, validation plans, summary reports, user requirements specifications, functional specifications, design specifications, and traceability matrices
  • Experience applying 21 CFR Part 11, EU Annex 11, GAMP 5, and data integrity requirements, including Attributable, Legible, Contemporaneous, Original, Accurate, Complete, Consistent, Enduring, and Available principles
  • Experience managing CAPA lifecycle activities and supporting inspection readiness for Food and Drug Administration or European Medicines Agency audits
  • Experience validating AI/ML-enabled systems, distinguishing deterministic and probabilistic tool behavior, and qualifying or validating automation testing frameworks
  • Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve.
  • Limited immigration sponsorship may be available.

Preferred:

  • Experience supporting periodic review programs for validated systems and associated CAPA triggers
  • Experience validating cloud or software as a service platforms, including Veeva, ServiceNow, or Salesforce in a GxP environment
  • Experience working in Agile delivery environments with validation activities embedded in sprints
  • Experience with AI governance processes, including AI use case tracking, model risk classification, and disclosure requirements for GxP systems

For individuals assigned and/or hired to work in a remote role, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to a remote role and 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. 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 $95,000 to $145,000.

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.

Education:Bachelor's DegreeEmployment Type:

What Deloitte employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom