Remote Investment Consultant Jobs
Remote investment consultant jobs are actively hiring across the U.S., with remote-first firms and distributed financial services teams bringing on consultants for portfolio analysis, client advisory, and wealth management roles. Employers hiring remotely right now include Fidelity Investments, Independent Contractor/Consultant, and Cutter Associates. See the openings below and apply to the ones that match your experience.
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Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity’s planning and guidance resources, you will present and implement solutions that suit the client’s needs. This will develop a lasting impact on their financial future.
The Expertise and Skills You Bring
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
- Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
- Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity
- A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
- Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
- Interpersonal skills and ability to grow relationships are exemplary
- Will take initiative and exceed expectations
- Outstanding communication and consultative skills, and thrives in a fast-paced work environment
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. And our benefit programs are built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
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:
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:
The Role
Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity’s planning and guidance resources, you will present and implement solutions that suit the client’s needs. This will develop a lasting impact on their financial future.
The Expertise and Skills You Bring
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
- Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
- Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity
- A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
- Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
- Interpersonal skills and ability to grow relationships are exemplary
- Will take initiative and exceed expectations
- Outstanding communication and consultative skills, and thrives in a fast-paced work environment
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. And our benefit programs are built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
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:
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.
See All 51 Remote Investment Consultant Jobs
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Find JobsRemote Investment Consultant Job Market
Who's Hiring
- Fidelity Investments35
- Independent Contractor/Consultant4I
- Cutter Associates2
- City National Bank2
- Vanguard1
Top Industries Hiring
- Consulting & Professional Services
What Employers Look For
The qualifications that appear most often in remote investment consultant jobs.
- Active Series 65 or Series 66 license, or willingness to obtain within a set period
- Bachelor's degree in finance, economics, business, or a related field
- Demonstrated experience managing client relationships and investment portfolios
- Proficiency with financial planning software and portfolio analysis tools
- CFP, CFA, or ChFC designation preferred for senior and advisory-track roles
- Strong knowledge of investment products including equities, fixed income, and mutual funds
Tips for Your Remote Investment Consultant Job Search
Apply early to remote roles that fit
Migrate Mate lists remote investment consultant openings from across the U.S. in one place, so you can find roles that match your background and apply directly. Remote postings at distributed firms fill fast, so checking regularly and applying promptly puts you ahead.
Show your independent client management experience
Remote employers want proof you can manage client portfolios and advisory relationships without in-person supervision. Highlight engagements where you drove outcomes asynchronously, documented recommendations in writing, and kept clients informed through digital channels.
Get licensed before targeting remote openings
Holding a Series 65, Series 7, or CFP credential signals to remote hiring teams that you can serve clients across state lines compliantly. Firms hiring distributed investment consultants prioritize candidates who are already licensed and ready to work in multiple jurisdictions.
Prepare for async-heavy remote interviews
Many remote-first firms use written case studies, recorded video responses, or asynchronous assessments early in the process. Practice delivering a clear investment thesis in writing and presenting portfolio recommendations concisely on video before your first remote screen.
Remote Investment Consultant Jobs: Frequently Asked Questions
How do I get a remote investment consultant job?
Target remote-first financial advisory firms, distributed wealth management teams, and fintech companies that have built their client service model around digital communication. Remote employers screen for self-direction, strong written communication, and proficiency with virtual client engagement tools. Candidates who can demonstrate they've managed client relationships or produced investment research independently, without in-office oversight, stand out in remote hiring processes.
Which companies hire remote investment consultants?
Employers currently hiring remote investment consultants include Fidelity Investments, Independent Contractor/Consultant, and Cutter Associates, per current remote listings on Migrate Mate as of November 2026. Remote openings in this role tend to come from fintech platforms, independent registered investment advisors, and distributed wealth management firms that serve clients across multiple time zones without a centralized office.
Can you get a remote investment consultant job with no experience?
Yes, but remote entry-level roles are harder to land because employers expect you to work independently from day one without in-person mentorship. Fintech startups and remote-first advisory firms are more open to candidates early in their careers. A strong showing of relevant coursework, a securities license such as Series 65 or Series 7, or a completed virtual internship can open the door.
Do you need a degree for remote investment consultant jobs?
Not always. Many remote employers care more about demonstrated analytical ability, client communication skills, and relevant certifications, such as a CFP or CFA designation, than a specific degree. A portfolio of investment research, a history of client-facing results, or a securities license can carry significant weight alongside or instead of formal education credentials.
Which industries hire the most remote investment consultants?
Remote investment consultant roles concentrate in Consulting & Professional Services, based on current remote listings on Migrate Mate as of November 2026. These sectors hire investment consultants remotely because their client relationships and analytical workflows translate well to distributed teams operating across digital platforms.
See All 51 Remote Investment Consultant Jobs
Find roles that match your experience and apply in just a few clicks.
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