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Remote Fidelity Financial Consultant Program Jobs

UnitedHealth Group

Financial Consultant

La Crosse, WI · Remote

This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within ... programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility ...

The Parallel Partnership

Be Seen First

Financial Consultant - Sales Manager

Glendale, CA · Remote

$40K - $250K/yr (+ commission)

We are seeking a Financial Consultant - Sales Manager! You will be responsible for the effective ... Remote Position * Commission Only NO SALARY (paid 8-9 times a month) Company Description At The ...

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Remote Fidelity Financial Consultant Program information

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$62.5K

$121K

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

As of Sep 13, 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 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.
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Remote Fidelity Financial Consultant Program jobs near you

Entry-Level Financial Consultant - Louisville (Remote)

Louisville, KY • Remote

Traction Forge Financial
See more jobs at Traction Forge Financialexternal

Full-time

Re-posted 19 days ago

Job description

Traction Forge Financial, leveraging the strength of GFI, is growing and seeking individuals who are ready to build a meaningful career while making a real impact in the lives of others.

Our mission is centered around helping individuals, families, and business owners gain clarity, confidence, and control over their financial future. We believe financial education should be accessible to everyone, and we are committed to empowering people from all backgrounds with the knowledge and strategies needed to move forward with purpose.

Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients understand their current position and create a clear path toward their goals.

We are looking for motivated, coachable, and people-focused individuals who are ready to growpersonally and professionally. This opportunity is ideal for those who enjoy helping others, value flexibility, and are looking to develop skills that can create long-term success.

No prior experience in financial services is required.

Through our comprehensive training and mentorship program, you will learn how to:

Guide individuals and families through meaningful financial conversations
Build personalized financial strategies aligned with client goals
Educate clients on retirement planning, investments, wealth-building, college planning, and insurance solutions
Develop strong relationships built on trust and service
Grow your confidence, leadership, and business skills

This opportunity offers flexible scheduling, ongoing mentorship, and a clear path for advancement. Whether you are looking to start a new career, build an additional stream of income, or develop skills that can shape your future, the platform is designed to support your growth.

If you are ready to challenge yourself, grow into your potential, and make a lasting impact while building something meaningful, Traction Forge Financial is ready to grow with you.

Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days