Hybrid Virtual Financial Advisor – Retirement & Wealth Planning

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

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.