Remote Financial Consultant Jobs
Remote financial consultant jobs are open across the U.S. at remote-first firms, distributed financial services teams, and companies in sectors like fintech, insurance, and corporate advisory. Employers hiring remote financial consultants right now include Fidelity Investments, Next Level Financial, and VeeRteq Solutions. Find a role that fits below and apply directly.
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Fidelity will not provide immigration sponsorship for this position.
Job Description:
Financial Consultant
The Role
Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Expertise and Skills You Bring
- Proven success in building relationships, uncovering needs, and recommending solutions
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
- Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Coachable, collaborative, and curious are key attributes
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, takes initiative and exceeds customer expectations
- Extensive knowledge of investment solutions
The Team
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
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:
Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:
SalesPlease 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.
Fidelity will not provide immigration sponsorship for this position.
Job Description:
Financial Consultant
The Role
Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Expertise and Skills You Bring
- Proven success in building relationships, uncovering needs, and recommending solutions
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
- Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Coachable, collaborative, and curious are key attributes
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, takes initiative and exceeds customer expectations
- Extensive knowledge of investment solutions
The Team
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
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:
Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:
SalesPlease 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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Find JobsRemote Financial Consultant Job Market
Who's Hiring
- Fidelity Investments49
- Next Level Financial3N
- VeeRteq Solutions2
- Luxent1
- TKB Life1T
Top Industries Hiring
- Technology & Software
What Employers Look For
The qualifications that appear most often in remote financial consultant jobs.
- Bachelor's degree in finance, accounting, economics, or a closely related field
- Active Series 65, Series 7, or CFP certification depending on the advisory model
- Demonstrated experience building and managing client financial plans
- Proficiency in financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Strong record of client relationship management and business development
- Knowledge of tax planning, retirement accounts, and investment vehicle regulations
Tips for Your Remote Financial Consultant Job Search
Apply early to remote roles that fit
Migrate Mate lists remote financial consultant openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through unrelated postings.
Show remote-ready communication on your resume
Remote employers look for evidence that you can communicate financial analysis clearly in writing. Call out experience delivering written reports, async client updates, or remote presentations to stakeholders who weren't in the room with you.
Build fluency in the tools remote teams use
Financial consultants on distributed teams rely on cloud-based modeling tools, shared spreadsheet platforms, and video conferencing daily. Name the specific tools you've used, such as Excel Online, Google Sheets, or client portal software, so remote hiring managers know you won't need ramp time.
Prepare for async-first interview processes
Many remote-first employers screen candidates through written case studies or recorded video responses before scheduling a live call. Practice explaining your financial reasoning clearly in writing, since remote roles are often won or lost at this stage.
Remote Financial Consultant Jobs: Frequently Asked Questions
How do I get a remote financial consultant job?
Target companies that already run distributed finance teams, including fintech platforms, insurance carriers, and advisory firms with national client bases, since they're built for remote collaboration. Remote employers screen for self-direction, clear written communication, and fluency with tools like Excel, financial modeling software, and video conferencing. Candidates who demonstrate async communication skills and a history of managing client relationships independently stand out.
Which companies hire remote financial consultants?
Companies hiring remote financial consultants right now include Fidelity Investments, Next Level Financial, and VeeRteq Solutions, based on current remote listings on Migrate Mate as of November 2026. Remote openings for this role are most common at remote-first financial services firms, distributed insurance and fintech companies, and large enterprises with decentralized finance functions.
Can you get a remote financial consultant job with no experience?
Yes, but remote entry-level financial consultant roles are harder to land because employers expect you to work independently from day one with minimal supervision. Fintech startups and smaller advisory firms are more likely to take a chance on early-career candidates. A strong foundation in financial analysis, completed certifications like a CFP or Series 65, and demonstrated remote work in any context can open doors.
Do you need a degree for remote financial consultant jobs?
Not always, though most remote employers prefer a bachelor's degree in finance, accounting, economics, or a related field. What remote hiring managers weigh heavily alongside education is demonstrated analytical ability, relevant certifications, and a concrete history of advising clients or producing financial work product. A portfolio showing real analysis or client outcomes can carry as much weight as a degree for some employers.
Which industries hire the most remote financial consultants?
Remote financial consultant roles concentrate in Technology & Software, based on current remote listings on Migrate Mate as of November 2026. Those sectors hire financial consultants remotely because their distributed teams serve clients across multiple time zones and regions without requiring on-site presence.
See All 84 Remote Financial Consultant Jobs
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