Hey all, I find myself kn a unique situation. Im currently am advisor with Fidelity Investments. My personal situation is taking me international to a remote area for the next 4 years. Given our industry regulations. It seems to meet that my job opportunities are going to be severely limited. Im just curious to know if there is ANYTHING out there that's available to do remotely that's still within the realm of finance that I should be looking into. Any and all help is greatly appreciated.

Posting as :
works at
You are currently posting as works at

A little more colour would help people assess this I think

What do you do in your day-to-day? What would you say are you biggest most transferable skills?

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I work with individuals and family's with retirement planning, investment strategy, tax efficiency, savings strategies, etc.

I meet with about 5 to 6 people a day addressing the above with them. Compensated through salary, developing business, and acquiring new assets to the company.

I have strong knowledge of the markets, investment vehicles, and financial planning concepts, and Harwood experience of relationship management in general

I understand that if I pursue something similar I would run into regulation/licensing issues, along with language barrier.

What im learning is I might have better luck trying to find some remote work on the institutional side of the finance world.

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You can’t do remote international with B/D or RIA. It’s an SEC violation. You could move to alternative investments. Good luck!

Yeah, I knew that going into it. Im trying to see if there is something at least remotely in the realm of finance so I could at least expand my work experience.

It is a possibility to maintain securities licenses while living abroad, trust me I looked it up. Anyhow I think the real barrier is the firm you work for, or want to work for.

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