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Remote Fidelity Wealth Management Jobs (NOW HIRING)

Pivotal Talent Search

Associate Wealth Advisor

We are seeking an Associate Wealth Advisor to join a tech-forward, team-based wealth management ... Familiarity with tools such as Salesforce (or other CRM), MoneyGuidePro, Orion, and Fidelity ...

Aprio

Wealth Advisor

Chicago, IL · On-site +1

$150K - $250K/yr

Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Aprio

Wealth Advisor

New York, NY · On-site +1

$150K - $250K/yr

Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Aprio

Wealth Advisor

Boston, MA · On-site +1

$150K - $250K/yr

Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Aprio

Wealth Advisor

Portland, OR · On-site +1

$150K - $250K/yr

Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Aprio

Wealth Advisor

Philadelphia, PA · On-site +1

$150K - $250K/yr

Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Wealth Access

Enterprise Account Executive

Nashville, TN · On-site +1

You'll report to the CEO and operate as an individual contributor with a personal quota, focused on new ARR generation across the bank and wealth management channel. This position can be 100% remote ...

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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 Aug 15, 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
Infographic showing various Remote Fidelity Wealth Management job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $63,838 per year, or $30.7 per hour.

Workplace Financial Consultant - Sioux Falls, SD

Fidelity Investments

Sioux Falls, SD • On-site, Remote

Full-time

Retirement

This job post has expired 1 day ago. Applications are no longer accepted.

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description


Candidate will need to live in the Greater Sioux Falls, SD area in order to be on local client campuses 3-4 times each week.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Workplace Financial Consultant (WFC) within Fidelity's Workplace Education, Planning & Advice (WEPA) organization, you serve as a trusted partner to plan sponsors, Human Resources representatives, participants, and internal Fidelity partners. In this role, you are responsible for driving participant engagement and maximizing the value of employer-sponsored benefits programs, including 401(k), 403(b), equity compensation, stock plans, and other workplace benefits. You partner directly with plan sponsors to develop and execute ongoing engagement strategies that increase awareness, participation, and utilization of available financial wellness and retirement programs.
Acting as a key liaison between plan sponsors and Fidelity business partners, including local branch teams, you help align resources and deliver a consistent high-quality experience for all. A core component of the role is providing personalized financial planning and investment guidance to participants through one-on-one consultations, group workshops, benefits fairs, help desk sessions, lunch-and-learns, and other educational events. Topics may include retirement planning, investment strategies, equity compensation, stock plans, tax-efficient investing, estate planning, and broader financial wellness concepts. Through proactive relationship management, education, and advice, you play a critical role in improving participant outcomes and strengthening Fidelity's partnership with plan sponsors.
The Expertise and Skills You Bring
  • Bachelor's degree preferred
  • 3+ years of experience in financial services, wealth management, retirement planning, or a related advisory role
  • FINRA Series 7 and Series licenses required (or ability to obtain Series 66 upon hire), with all applicable state registrations
  • Life and Annuity license preferred
  • CFP® or CRPC® designation preferred
  • Strong knowledge of financial planning concepts and retirement planning
  • 1-2 years of client-facing experience providing financial guidance, education, or consultation preferred
  • Demonstrated ability to effectively present and facilitate group workshops, educational sessions, and client meetings
  • Proven ability to develop and maintain relationships with plan sponsors, Human Resources partners, and workplace stakeholders
  • Strong communication, relationship-management, and consultative skills
  • Ability to promote participant engagement and increase utilization of workplace financial benefits and resources
  • Strong organizational skills with the ability to manage multiple client relationships and priorities simultaneously
  • Ability and willingness to travel in support of client engagement activities and workplace events (up to 75%)

The Team
The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nationwide for our 401k, 403b, Equity Compensation and other benefits plan partners. Our value is delivered to over one million plan participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.
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 66 - FINRA
Category:
Sales
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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