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 Fidelity Investments, BayCare Health System, and State Farm. See the openings below and apply to the ones that match your experience.
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Showing 5 of 94+ Remote Financial Representative jobs
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you:
- Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity. You’ll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams.
- Build and Solidify Skills: You’ll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You’ll also have dedicated weekly time for development, networking, and training. After completing the program, you’ll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.
- Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.
During your onboarding experience, you’ll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you’ll transition to working on-site in the Investor Center each day.
The Expertise and Skills You Bring
- High energy and enthusiasm with a demonstrated passion for helping people
- Flexibility and self-motivation
- Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
- Eagerness to learn and build a profession in financial services
- Ability to deliver an outstanding customer experience
- Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once
- Coachability, collaboration, and curiosity fuels success in the role
The Team
We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don’t need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
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 - FINRACategory:
Customer ServicePlease 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.
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you:
- Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity. You’ll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams.
- Build and Solidify Skills: You’ll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You’ll also have dedicated weekly time for development, networking, and training. After completing the program, you’ll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.
- Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.
During your onboarding experience, you’ll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you’ll transition to working on-site in the Investor Center each day.
The Expertise and Skills You Bring
- High energy and enthusiasm with a demonstrated passion for helping people
- Flexibility and self-motivation
- Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
- Eagerness to learn and build a profession in financial services
- Ability to deliver an outstanding customer experience
- Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once
- Coachability, collaboration, and curiosity fuels success in the role
The Team
We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don’t need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
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 - FINRACategory:
Customer ServicePlease 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 Representative Job Market
Who's Hiring
- Fidelity Investments25
- BayCare Health System5
- State Farm4
- Khrysalis by LT Financial SVCS4K
- TNT2
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 Fidelity Investments, BayCare Health System, and State Farm and others right now, based on current remote listings on Migrate Mate as of September 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 September 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 94 Remote Financial Representative Jobs
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