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Remote Fidelity Financial Consultant Program Jobs

Synergy Financial

Financial Consultant (Remote)

Corona, CA · Remote

$75K - $100K/yr

Synergy Financial is a rapidly growing financial services company offering remote work-from-home ... Consulting experience in financial services These skill sets, combined with your dedication and ...

VeeRteq Solutions Inc.

Financial Consultant

Cleveland, OH · Remote

$112.50K/yr

Remote Salary: $112500/Yearly Prioritized Must Have Skills for the Financial Consultant: #1. Must have Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire. #2. Must have at ...

Relevante, Inc.

Financial Consultant

Cleveland, OH · On-site +1

$112.50K/yr

Remote role but MUST be Cleveland resident. * No Schwab employees! * In office opportunity. * No sponsorships or visa holders. No Corp to Corp. Benefits of the Financial Consultant: * Medical ...

Relevante

Financial Consultant

Cleveland, OH · Remote

$112.50K/yr

Remote role but MUST be Cleveland resident. * No Schwab employees! * In office opportunity. * No sponsorships or visa holders. No Corp to Corp. Benefits of the Financial Consultant: * Medical ...

DataAnnotation

Financial Consultant

Louisiana, MO · Remote

$50 - $60/hr

Join to apply for the Financial Consultant role at DataAnnotationWe are looking for a Financial ... BenefitsThis is a full-time or part-time REMOTE position.You'll be able to choose which projects ...

DataAnnotation

Financial Consultant

Lansing, MI · Remote

$50 - $60/hr

Join to apply for the Financial Consultant role at DataAnnotation. You will measure the progress of ... Benefits This is a full-time or part-time remote position. You'll choose which projects to work on.

Synergy Financial

Financial Consultant

Medina, WA · Remote

$75K - $100K/yr

Synergy Financial is a rapidly growing financial services company offering remote work-from-home ... Consulting experience in financial services These skill sets, combined with your dedication and ...

DataAnnotation

Financial Consultant

Louisiana, MO · Remote

$50 - $60/hr

Join to apply for the Financial Consultant role at DataAnnotation . We are looking for a Financial ... Benefits This is a full-time or part-time REMOTE position. You'll be able to choose which projects ...

DataAnnotation

Financial Consultant

Jackson, MS · Remote

$50 - $60/hr

Join to apply for the Financial Consultant role at DataAnnotation We are looking for a Financial ... Benefits This is a full-time or part-time REMOTE position You'll be able to choose which projects ...

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Remote Fidelity Financial Consultant Program information

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

As of Jun 4, 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 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 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.

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Remote Fidelity Financial Consultant Program jobs near you

Financial Consultant (Remote)

Melius Consulting

Richmond, VA • Remote

Part-time

This job post has expired today. Applications are no longer accepted.

Job description

About the job Financial Consultant (Remote)Achieve Balance and Impact with a Part-Time Financial Consulting RoleAbout Us:We're a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada, Mexico, and beyond, we offer personalized financial strategies that empower individuals to secure their financial future.Why This Role Fits Your Life:You've spent years building your career and caring for your family. Now, imagine a role that allows you to leverage your experience, work on your own terms, and make a real impact.

This isn't just another job; it's your opportunity to earn extra income while maintaining the balance you've worked so hard to achieve.The Role:As a Financial Consultant, you'll use your knowledge and experience to guide clients toward financial independence. Your role is to understand their goals, offer tailored solutions, and empower them to make confident decisions that secure their future.Key Responsibilities:Educate with Expertise: Share your knowledge with clients, helping them navigate financial options that align with their life goals. Your experience will make you their trusted advisor.Confident Sales: Present clear, compelling financial solutions that resonate with clients.

You'll close deals because they trust your expertise and value your advice.Stay Compliant: Keep up with the latest industry regulations to ensure your advice is always accurate and compliant.What You Bring:A Proven Track Record: A valid state life insurance license (or the willingness to get licensed with our support) shows your commitment and readiness.Trust and Integrity: Passing a background check is just the start—you'll build relationships based on trust and reliability.Experience and Drive: Your years of experience are invaluable, but your continued ambition and willingness to learn will take you even further.Balanced Availability: Commit 5-10 hours a week to this part-time role. We understand you have other priorities, so we ensure this role fits seamlessly into your life.What's in It for You?Flexibility and Control: Design your own schedule, work remotely, and enjoy the freedom to earn extra income without sacrificing your time.Meaningful Impact: Help clients achieve financial security and peace of mind—knowing you're making a difference adds meaning to your work.Earning Potential: This commission-based role rewards your efforts. The more you invest, the more you earn, with no cap on your potential.Take Action Now:You've earned the right to work on your terms.

Don't miss out on this opportunity to achieve balance and impact in your life. Apply today and take the first step toward a fulfilling, part-time career in financial consulting.J-18808-Ljbffr

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