Remote Planning Consultant Jobs
Remote planning consultant jobs are open across the U.S. at remote-first firms and distributed teams in sectors like infrastructure, urban development, technology, and management consulting. Employers hiring remotely right now include Fidelity Investments, ZS Associates, and Accenture Federal Services. Find a role that fits below and apply directly.
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Showing 5 of 51+ Remote Planning Consultant jobs
Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop an engagement strategy that meets each client’s planning needs. Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.
The Planning Consultant conducts joint client appointments and is passionate about delivering personalized financial consultations through Fidelity’s offerings. Through education and personalized planning, the role helps identify opportunities that support clients' long-term financial success. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients. Additionally, the role promotes a collaborative environment by mentoring and supporting fellow associates.
The Expertise and Skills You Bring
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Minimum 2 years of financial services or relevant experience
- Attainment of CFP® Certification is highly encouraged
- Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
- Ability to profile to understand planning needs and identify appropriate solutions
- Vested interest in building relationships and being an advocate for clients
- Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
- Comfortable making outbound calls to further educate clients and uncover opportunities
The Team
The Planning Consultant works alongside the Financial Consultant or Wealth Planner to deliver financial planning support. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primary responsibility of conducting financial planning interactions, the role supports the overall client relationship by leveraging innovative technologies, such as Glance, to enhance the client experience. You will be in complete alignment with Fidelity’s firm-wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have exciting interactions with clients every single day. Through your knowledge of financial planning and your ability to form relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of 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.
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:
Relationship ManagementFidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop an engagement strategy that meets each client’s planning needs. Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.
The Planning Consultant conducts joint client appointments and is passionate about delivering personalized financial consultations through Fidelity’s offerings. Through education and personalized planning, the role helps identify opportunities that support clients' long-term financial success. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients. Additionally, the role promotes a collaborative environment by mentoring and supporting fellow associates.
The Expertise and Skills You Bring
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Minimum 2 years of financial services or relevant experience
- Attainment of CFP® Certification is highly encouraged
- Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
- Ability to profile to understand planning needs and identify appropriate solutions
- Vested interest in building relationships and being an advocate for clients
- Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
- Comfortable making outbound calls to further educate clients and uncover opportunities
The Team
The Planning Consultant works alongside the Financial Consultant or Wealth Planner to deliver financial planning support. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primary responsibility of conducting financial planning interactions, the role supports the overall client relationship by leveraging innovative technologies, such as Glance, to enhance the client experience. You will be in complete alignment with Fidelity’s firm-wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have exciting interactions with clients every single day. Through your knowledge of financial planning and your ability to form relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of 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.
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:
Relationship ManagementSee All 51 Remote Planning Consultant Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsRemote Planning Consultant Job Market
Who's Hiring
- Fidelity Investments33
- ZS Associates5
- Accenture Federal Services3
- UST2
- Huron Consulting2
Top Industries Hiring
- Insurance
What Employers Look For
The qualifications that appear most often in remote planning consultant jobs.
- Bachelor's or master's degree in urban planning, environmental planning, or a related field
- Proficiency in GIS software such as ArcGIS or QGIS for spatial analysis
- Experience preparing or reviewing land use, zoning, or environmental impact documents
- AICP certification or active progress toward certification preferred
- Ability to present findings and recommendations to public bodies and stakeholders
- Familiarity with federal, state, and local regulatory frameworks governing land development
Tips for Your Remote Planning Consultant Job Search
Show your async planning output upfront
Remote employers want proof you can deliver without in-person check-ins. Compile two or three planning deliverables, strategy documents, or project summaries you can share immediately. Concrete work samples do more than a list of responsibilities.
Apply early to remote roles that fit
Migrate Mate lists remote planning 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 listings.
Lead with written communication in every application
Remote planning consultant teams depend on clear written communication to keep distributed projects on track. A well-structured cover letter or concise project summary signals you can operate effectively without face-to-face interaction, which is what remote hiring managers screen for first.
Prepare for remote interviews with async examples ready
Remote planning consultant interviews often probe how you handle ambiguity, shifting priorities, and stakeholder alignment without walking down the hall. Have specific examples ready of planning decisions you made independently, how you communicated them in writing, and how those decisions played out.
Remote Planning Consultant Jobs: Frequently Asked Questions
How do I get a remote planning consultant job?
Remote planning consultant roles go to candidates who can demonstrate self-direction, strong written communication, and the ability to manage complex projects without in-person oversight. Remote-first firms and distributed consulting teams screen heavily for async collaboration skills, comfort with tools like project management platforms, and a history of delivering planning outputs independently. A portfolio of completed plans, reports, or strategy documents gives you a concrete edge over candidates who list skills without evidence.
Which companies hire remote planning consultants?
Employers currently hiring remote planning consultants include Fidelity Investments, ZS Associates, and Accenture Federal Services, per current remote listings on Migrate Mate as of November 2026. Remote-first consulting firms, distributed government contractors, and technology and infrastructure companies are among the most active sectors for remote planning consultant openings.
Can you get a remote planning consultant job with no experience?
Yes, but remote entry-level planning consultant roles are harder to land because employers expect you to work independently from day one with minimal hand-holding. Smaller remote-first consulting firms and nonprofits are more likely to hire entry-level candidates. Showing completed planning projects, volunteer or freelance work, relevant coursework deliverables, and comfort with remote collaboration tools can substitute for direct professional experience and open the door.
Do you need a degree for remote planning consultant jobs?
Not always. Many remote employers prioritize demonstrated planning skills, a portfolio of real project outputs, and results over a specific credential. That said, roles in urban planning, environmental planning, or government-adjacent consulting frequently list a bachelor's or master's degree as a baseline. Certifications like AICP, relevant technical training, or a strong body of consulting work can carry significant weight alongside or instead of a formal degree.
Which industries hire the most remote planning consultants?
The sectors hiring the most remote planning consultants are Insurance, based on current remote listings on Migrate Mate as of November 2026. These sectors rely on distributed teams that need planning consultants to coordinate strategy, project timelines, and stakeholder deliverables entirely through digital workflows.
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