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Remote Fidelity Wealth Management Jobs in Indiana

CFS

Sr. FP&A

Goshen, IN · Remote

$80K - $120K/yr

... union, wealth management, insurance, or financial services. * Hands-on experience with Asset ... decisions. #LI-REMOTE #LI-SH1 #bank #banking #credit #creditunion #finance #financial ...

CFS

Sr. FP&A

Goshen, IN · Remote

$80K - $120K/yr

... union, wealth management, insurance, or financial services. * Hands-on experience with Asset ... REMOTE #LI-SH1 #INAUG2026 #finance #bank #banking #fpa #fp&a #risk #ALM #asset #assets ...

Stratford Davis

Client Sales Advisor

Indianapolis, IN · Remote

$85K - $150K/yr

We are actively growing its remote sales team and is seeking driven individuals who are ready to ... Manage the entire sales lifecycle from first contact through closing * Maintain detailed client ...

Nourish

Area Sales Director, Midwest

Indianapolis, IN · Remote

Remote (US-Based) | ~1-2x/month travel Nourish is rapidly scaling our national field sales ... Manager (PPRM) and approximately 8 Provider Partnerships Managers (PPMs). Your role: build a system ...

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Remote Fidelity Wealth Management information

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.

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 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.

Does Remote Fidelity Wealth Management allow remote work?

Remote Fidelity Wealth Management offers remote work opportunities for certain roles, allowing employees to perform their duties outside of a traditional office setting. The availability of remote work may depend on the specific position and company policies, and roles often require proficiency with digital tools and secure communication platforms.

What are the most commonly searched types of Fidelity Wealth Management jobs in Indiana?

The most popular types of Fidelity Wealth Management jobs in Indiana are:

What are popular job titles related to Remote Fidelity Wealth Management jobs in Indiana?

For Remote Fidelity Wealth Management jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Remote Fidelity Wealth Management jobs in Indiana look for?

The top searched job categories for Remote Fidelity Wealth Management jobs in Indiana are:

What cities in Indiana are hiring for Remote Fidelity Wealth Management jobs?

Cities in Indiana with the most Remote Fidelity Wealth Management job openings:

Remote Fidelity Wealth Management jobs near you

Client Support Specialist - Greater Indianapolis, IN Area (REMOTE)

Fidelity Investments

Indianapolis, IN • On-site, Remote

Full-time

Re-posted 6 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

17th of 151 rated financial services

Job description


To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Indianapolis, Carmel
Note: Fidelity will not provide immigration sponsorship for this position.
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
  • Series 7 required
  • Series 63 or ability to obtain within 90 days
  • 2-3 years of previous financial services experience

The Skills You Bring
  • Broad based knowledge and understanding of general financial planning concepts
  • Proven customer service, client support and problem resolution skills
  • Strong verbal and written communication skills
  • Ability to effectively influence others
  • Robust time management and organizational skills

The Value You Deliver
  • Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Category:
Customer Service
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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