ZipRecruiter

Log In

2

Remote Fidelity Financial Consultant Program Jobs

Foster Klima

Financial Consultant

Bismarck, ND · On-site +1

... Financial Consultant to join our entry-level ranks. The ideal candidate will be eager to learn the ... Remote Opportunity after training and licensing. No territory restrictions - serve clients ...

UnitedHealth Group

Financial Consultant

Dallas, TX · Remote

This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within ... 340B program. The role requires strong analytical capabilities, business partnership, and the ...

The Pennsylvania State University

Approval of remote and hybrid work is not guaranteed regardless of work location.For additional ... Familiarity with small business support, financial documentation, training delivery, or ...

UnitedHealth Group

Financial Consultant

Lafayette, LA · On-site +1

$60K - $107K/yr

Develop and maintain financial reports for assigned functions to clearly communicate actual results ... programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility ...

next page

Showing results 1-20

All JobsFidelity Financial Consultant Program JobsRemote Fidelity Financial Consultant Program Jobs

Remote Fidelity Financial Consultant Program information

See salary details

$22K

$62.5K

$121K

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

As of Jul 12, 2026, the average yearly pay for remote fidelity financial consultant program in the United States is $62,502.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $87,000.00 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.
More about Remote Fidelity Financial Consultant Program jobs
What cities are hiring for Remote Fidelity Financial Consultant Program jobs? Cities with the most Remote Fidelity Financial Consultant Program job openings:
What are the most commonly searched types of Fidelity Financial Consultant Program jobs? The most popular types of Fidelity Financial Consultant Program jobs are:
What states have the most Remote Fidelity Financial Consultant Program jobs? States with the most job openings for Remote Fidelity Financial Consultant Program jobs include:
What job categories do people searching Remote Fidelity Financial Consultant Program jobs look for? The top searched job categories for Remote Fidelity Financial Consultant Program jobs are:
Remote Fidelity Financial Consultant Program jobs near you
Financial Consultant

Financial Consultant

Foster Klima

Bismarck, ND • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement

Posted 9 days ago

Job description

Description
Our firm is rapidly expanding, and we are currently looking for a new full-time Financial Consultant to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
The Foster Klima agency is in MN, ND, and SD. We can only hire individuals who reside in MN, ND, West Wisconsin, North Iowa, and SD. Remote Opportunity after training and licensing. No territory restrictions - serve clients nationwide!!
Training & Development
The client invests in your growth by providing:
  • Paid training and onboarding support
  • Ongoing coaching and mentorship from experienced leaders
  • Access to proven sales tools and technology
  • Professional development opportunities and career pathing

Benefits & Rewards
  • Competitive compensation structure with bonuses and incentives
  • Full benefits package including retirement savings, health, dental, and vision coverage
  • Personalized coaching and leadership development opportunities
  • Pathways for advancement and long-term career growth
  • Supportive, collaborative team environment

Responsibilities
What You'll Do
• Build relationships with clients in your community and beyond
• Learn to assess financial needs and create customized plans
• Receive ongoing support and mentorship from experienced advisors
• Use modern tools and technology to manage client accounts
• Grow the client base through networking and referrals
Qualifications
What We're Looking For
• A self-starter with a strong work ethic and a desire to learn
• Passionate about helping others and making a difference
• Comfortable talking to people and building long-term relationships
• Open to feedback and mentorship
• Interested in a career with flexibility and growth potential
• Bachelors degree preferred

Apply