Hybrid Retirement Financial Consultant

Tundra Technical Solutions; Frisco (TX); Hybrid; USD 75,000 - 120,000; Full time

Job summary

Tundra Technical Solutions seeks a Virtual Financial Consultant in Frisco, TX, offering hybrid work with some in-office collaboration. You will deliver retirement and investment guidance to individuals and institutional clients, conducting virtual consultations and translating insights into actionable plans.

Ideal candidates hold Series 7 and 63, plan to obtain Life and Health licenses within 120 days, and bring 3+ years in wealth management.

Qualifications

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

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 client 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.

Skills

License readiness

Client communication

Virtual consultations

Job description

Tundra Technical Solutions seeks a Virtual Financial Consultant in Frisco, TX, offering hybrid work with some in-office collaboration. You will deliver retirement and investment guidance to individuals and institutional clients, conducting virtual consultations and translating insights into actionable plans.

Ideal candidates hold Series 7 and 63, plan to obtain Life and Health licenses within 120 days, and bring 3+ years in wealth management.