Financial Services Consultant

Tundra Technical Solutions; Frisco (TX); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Structured training program

Transition from hourly to salaried after training

Job summary

Tundra Technical Solutions is looking for a Virtual Financial Consultant to provide impactful financial advice to retirement plan participants and institutional clients. This hybrid role in Frisco combines virtual client engagement with in-office collaboration.

Qualified candidates should have 3+ years of experience in financial services, along with active licenses. Strong candidates will thrive in consultative conversations and seek long-term growth opportunities.

Qualifications

• Licensed advisor with ability to obtain Life and Health Insurance license within 120 days.
• Experience providing direct advisory services to clients.
• Strong knowledge of investment strategies.

Responsibilities

• Advise retirement plan participants on various investment solutions.
• Conduct virtual consultations to support financial goals.
• Build and maintain relationships with institutional plan sponsors.

Skills

Active Series 63 and/or 66

3+ years of experience in financial services

Experience providing retirement or investment advice

Job description

A leading financial services organization is hiring a Virtual Financial Consultant to deliver high-impact financial advice to retirement plan participants and institutional clients. This is a client-facing, advice-driven role where you will help individuals make confident decisions about retirement, investments, and long-term financial planning.

This is a hybrid role based in Frisco, TX, combining virtual client engagement with in-office collaboration as needed. If you are a licensed advisor who thrives in consultative conversations and want strong brand backing, steady client flow, and long-term career growth, this is a compelling opportunity.

Must Have Qualifications

• Active Series 63 and/or 66
• Ability to obtain Life and Health Insurance license within 120 days
• Ability to obtain Series 7 license within 120 days
• 3+ years of experience in financial services or wealth management
• Experience providing retirement or investment advice directly to clients

Plusses

• 4+ years of advisory experience
• Experience working with 403b, 401k, or pension plans
• CFP or working toward advanced planning credentials
• Experience supporting institutional clients or plan sponsors
• Strong knowledge of tax-aware investment strategies

Key Responsibilities

• Advise retirement plan participants on pensions, annuities, IRAs, 403b plans, 529 plans, mutual funds, insurance, and related investment solutions
• Conduct virtual consultations via phone and video to support both short- and long-term financial goals
• Recommend strategies and facilitate product implementation
• Execute transactions and service requests while delivering a high-level client experience
• Partner internally across business lines to deliver comprehensive solutions
• Build and maintain relationships with institutional plan sponsors

Comp and Structure

• Structured training program at the start of employment
• Hourly during training, then transitions to salaried once fully client-facing
• All required licenses must be obtained within 120 days