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Remote Fidelity Wealth Management Jobs (NOW HIRING)

Dowling Tax Group LLC

Wealth Advisor

Riverside, CT · Remote

... wealth management team. * Building and maintaining client base, keeping client plans up-to-date and ... Knowledge of systems at Fidelity, Charles Schwab and Advyzon beneficial. Company Description The ...

Dowling Tax Group LLC

Wealth Advisor

Riverside, CT · Remote

... wealth management team. * Building and maintaining client base, keeping client plans up-to-date and ... Knowledge of systems at Fidelity, Charles Schwab and Advyzon beneficial. Company Description The ...

ATALNT LLC

Senior Wealth Advisor

Manhattan, NY · Remote

$100K - $200K/yr

This is a remote position. Senior Wealth Advisor Fee-Only Registered Investment Advisor Platform ... Manage and grow client relationships across financial planning, portfolio construction, and ongoing ...

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Remote Fidelity Wealth Management information

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How much do remote fidelity wealth management jobs pay per hour?

As of Jun 17, 2026, the average hourly pay for remote fidelity wealth management in the United States is $30.69, according to ZipRecruiter salary data. Most workers in this role earn between $30.05 and $30.05 per hour, depending on experience, location, and employer.

What is the difference between Remote Fidelity Wealth Management vs Remote Financial Advisor?

AspectRemote Fidelity Wealth ManagementRemote Financial Advisor
CredentialsSeries 7, 63, 65/66, CFP (preferred)Series 7, 63, 65/66, CFP (preferred)
Work EnvironmentRemote, client-facing, team collaborationRemote, client-facing, independent work
Employer & IndustryFidelity Investments, financial servicesVarious financial firms, independent or firm-based

Remote Fidelity Wealth Management professionals and Remote Financial Advisors share similar credentials and work environments, focusing on client financial planning. Fidelity roles are often within a large firm with structured support, while independent advisors may have more flexibility. Both serve clients remotely, but Fidelity positions typically emphasize firm-specific protocols and resources.

How does a remote role in Fidelity Wealth Management typically collaborate with clients and internal teams?

In a remote Fidelity Wealth Management position, professionals use digital platforms to engage with clients, conduct portfolio reviews, and provide financial advice via video calls, phone, and secure messaging. Collaboration with internal teams such as investment analysts, compliance, and client service representatives is facilitated through virtual meetings, shared documentation, and workflow management tools. While physical interaction is minimal, clear communication and proactive coordination are essential to maintain a high level of client service and ensure seamless teamwork.

What are the key skills and qualifications needed to thrive as a Remote Fidelity Wealth Management professional, and why are they important?

To thrive as a Remote Fidelity Wealth Management professional, you need strong financial acumen, investment knowledge, and relevant qualifications such as a bachelor's degree in finance or related field, often supplemented by FINRA Series 7 and 66 licenses. Familiarity with portfolio management software, CRM systems, and Fidelity's proprietary platforms is typically required. Exceptional communication, relationship-building, and problem-solving skills help professionals effectively serve clients in a virtual environment. These competencies are crucial for providing tailored financial advice, building trust, and ensuring client satisfaction remotely.

What is Remote Fidelity Wealth Management?

Remote Fidelity Wealth Management refers to financial advisory and investment management services provided by Fidelity Investments through virtual channels. These services allow clients to work with dedicated wealth managers and financial advisors remotely, using phone calls, video conferences, and online platforms. Clients receive personalized advice on investments, retirement planning, estate planning, and other financial matters without needing to visit a physical branch. This approach provides flexibility and convenience, making it easier for clients to manage their wealth from anywhere.
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Remote Fidelity Wealth Management jobs near you
Wealth Advisor, Managing Director

Wealth Advisor, Managing Director

BakerAvenue

Naples, FL • Remote

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Be an early applicant

Job description

Salary:

Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples.

At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share.

BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion.


The Role:

We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners.


The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role.


This is a fully remote based out of Florida.


Responsibilities:

  • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio.
  • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy
  • Prepare customized proposals for clients and prospective clients
  • Assists in the development of complex and highly customized financial portfolios
  • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations
  • Develop asset allocations to meet clients risk profile and time horizon
  • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings
  • Co-manage and provide leadership within the team
  • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients
  • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.)
  • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory
  • Conduct branch marketing meetings and training for the advisors of our custodial partners

Qualifications:

  • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work
  • Demonstrated business development track record
  • CFP required. Other credentials a plus
  • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field
  • Very strong knowledge of finance and capital markets required
  • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies
  • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis
  • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career
  • Strong abilities to multi-task, manage various client requests and effectively prioritize
  • Unquestioned commitment to integrity in personal and professional activities
  • Demonstrated ability to work effectively in a team environment
  • Confidence to work directly with senior leaders and high-net worth clients

Benefits:

  • Medical / Dental / Vision / Life / Disability Insurance
  • High-deductible plan option with health savings account
  • Employee assistance program
  • Wellness allowance $75 monthly
  • Bereavement leave 3 days paid for immediate family member or pet
  • 401k with 3% match
  • Commuter benefits
  • Parental bonding leave up to 100% of salary for 12 weeks
  • Donation match up to $500 annually
  • Birthday PTO
  • Learning and Development stipend up to $1000 annually
  • Volunteer PTO 1 day per quarter
  • Monthly cell phone allowance $75 monthly


BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.