Remote Financial Representative Jobs
Remote financial representative jobs are open across the U.S. in insurance, financial services, and wealth management, at remote-first firms and distributed teams ranging from entry-level sales roles to senior client-facing positions. Employers hiring remotely right now include Asset Management, Northwestern Mutual, and Fidelity Investments. See the openings below and apply to the ones that match your experience.
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Job Description:
Financial Representative
We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
The Expertise We’re Looking For
Customer service, phone, or financial services experience will prepare you for this role
Banking, insurance, or financial experience is an excellent addition to your experience
We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Purpose of Your Role
It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.
The Skills You Bring
Superb interpersonal skills and passion to engage with clients
An aptitude to assess client needs and identify opportunities
Remarkable attention to detail and ability to prioritize
Organizational skills to manage multiple tasks
Being coachable, collaborative, and curious are your "go to" attributes
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
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. And 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!
The Value You Deliver
A key member of the team, you are offering support to Fidelity’s most valuable clients daily
By identifying leads and making effective introductions, you are directly impacting the success of the branch
Your efforts will be valued by clients and you will find working with those clients a rewarding experience
As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team
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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
Customer ServiceJob Description:
Financial Representative
We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
The Expertise We’re Looking For
Customer service, phone, or financial services experience will prepare you for this role
Banking, insurance, or financial experience is an excellent addition to your experience
We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Purpose of Your Role
It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.
The Skills You Bring
Superb interpersonal skills and passion to engage with clients
An aptitude to assess client needs and identify opportunities
Remarkable attention to detail and ability to prioritize
Organizational skills to manage multiple tasks
Being coachable, collaborative, and curious are your "go to" attributes
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
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. And 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!
The Value You Deliver
A key member of the team, you are offering support to Fidelity’s most valuable clients daily
By identifying leads and making effective introductions, you are directly impacting the success of the branch
Your efforts will be valued by clients and you will find working with those clients a rewarding experience
As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team
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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
Customer ServiceSee All 41 Remote Financial Representative Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsRemote Financial Representative Job Market
Who's Hiring
Top Industries Hiring
- Healthcare & Medical Services
What Employers Look For
The qualifications that appear most often in remote financial representative jobs.
- Active Series 6, Series 7, or state life and health insurance license
- Proven experience in financial product sales or client advisory roles
- Bachelor's degree in finance, business, economics, or a related field
- Proficiency with CRM platforms for managing client pipelines and activity tracking
- Strong needs-analysis and consultative selling skills for individual and business clients
- FINRA registration or willingness to obtain required registrations within 90 days of hire
Tips for Your Remote Financial Representative Job Search
Apply early to remote roles that fit
Migrate Mate lists remote financial representative openings from across the U.S. in one place, so you can find roles that match your licensing and experience level and apply directly without sorting through unrelated listings.
Lead with your licenses and remote tools
Remote employers want to know your state licensing status and your fluency with CRM platforms and video conferencing tools before anything else. Put active licenses and the specific tools you use in the top third of your resume so hiring managers don't have to search for them.
Show async communication ability upfront
Remote financial representative roles require you to move client relationships forward without face-to-face contact. Write a cover letter that demonstrates clear, professional written communication, since remote teams treat that letter as a live example of how you'll communicate with clients and colleagues.
Prepare for remote-specific interview questions
Remote hiring managers will ask how you structure your day, how you keep a pipeline moving without oversight, and how you handle client objections over video. Prepare concrete examples for each, using specific outcomes from past roles or training instead of general statements about work style.
Remote Financial Representative Jobs: Frequently Asked Questions
How do I get a remote financial representative job?
Target remote-first insurance carriers, independent marketing organizations, and distributed financial services firms that have built infrastructure for remote client work. Remote employers screen hard for self-direction, clear written communication, and the ability to manage a pipeline without in-person oversight. A licensing record in life, health, or securities products, combined with demonstrated experience using CRM tools and video conferencing platforms, gives you a real edge over candidates without that foundation.
Which companies hire remote financial representatives?
Remote financial representative roles are posted by Asset Management, Northwestern Mutual, and Fidelity Investments and others right now, based on current remote listings on Migrate Mate as of August 2026. Hiring tends to concentrate at remote-first insurance carriers, independent financial planning firms, and distributed wealth management teams operating across multiple states.
Can you get a remote financial representative job with no experience?
Yes, but remote entry roles are harder to land because you'll be expected to manage your own schedule and client outreach from day one without an office structure to lean on. Remote-first insurance agencies and entry-level financial services firms do hire candidates without experience if you hold a relevant state license, can demonstrate self-directed study habits, and show written communication skills through a clean application and cover letter.
Do you need a degree for remote financial representative jobs?
Not always. Remote employers in insurance and financial services weigh active state licensing, a clean record with FINRA or state regulators, and a history of hitting client or sales targets more heavily than formal education. A demonstrated ability to work independently and communicate clearly in writing often matters more than a degree when the hiring manager can't observe you in person.
Which industries hire the most remote financial representatives?
Most remote financial representative openings sit in Healthcare & Medical Services, per current remote listings on Migrate Mate as of August 2026. These sectors hire financial representatives remotely because their products, client relationships, and compliance workflows translate well to distributed teams operating across time zones.
See All 41 Remote Financial Representative Jobs
Find roles that match your experience and apply in just a few clicks.
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