Investment Financial Consultant

Tundra Technical Solutions; Frisco (TX); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

Licensing support

Hybrid work environment

Job summary

Tundra Technical Solutions is seeking an Investment Financial Consultant to support retirement plan participants through personalized financial guidance and retirement planning conversations. This role operates in a hybrid environment, engaging participants virtually while partnering with experienced advisors to deliver exceptional client experiences.

The position offers structured training, clear career progression, and licensing support, with opportunities to advance into senior advisory roles

Qualifications

• Active Series 7 and Series 63 (or ability to obtain within designated timeframe).
• 1-3 years of experience in financial services, banking, wealth management, or investment services.
• Strong client-facing communication skills.
• Interest in retirement planning and investment consulting.
• Ability to build rapport and establish trust through virtual consultations.

Responsibilities

• Conduct virtual meetings with retirement plan participants to discuss financial goals and retirement readiness.
• Educate clients on available retirement plan options, investment solutions, and account features.
• Identify planning opportunities and make appropriate recommendations based on client needs.
• Assist participants with account servicing, transactions, and implementation of investment solutions.
• Develop a strong understanding of retirement planning concepts, investment products, and financial planning strategies.
• Collaborate with senior advisors and internal partners to deliver comprehensive client support.
• Maintain regulatory compliance while providing a high-quality client experience.
• Build relationships that deepen participant engagement and financial confidence.

Skills

Series 7

Series 63

Client-facing communication

Retirement planning

Virtual consultations

Tools

Life and Health Insurance License

Investment products knowledge

Job description

About the Opportunity

A leading financial services organization is seeking an Investment Financial Consultant (IFC) to support retirement plan participants through personalized financial guidance and retirement planning conversations. This role serves as a critical entry point into the advisory career path, helping clients navigate retirement benefits, investment options, and long-term financial goals.

Working in a hybrid environment, you will engage with participants virtually while partnering with experienced advisors and internal specialists to deliver exceptional client experiences. This position offers structured training, strong career progression, and the opportunity to develop into a senior advisory role.

If you are passionate about helping clients achieve financial confidence and want to build a long-term career in wealth management and retirement planning, this is an excellent opportunity.

Must Have Qualifications

• Active Series 7 and Series 63 (or ability to obtain within designated timeframe)
• 1-3 years of experience in financial services, banking, wealth management, or investment services
• Strong client-facing communication skills
• Interest in retirement planning and investment consulting
• Ability to build rapport and establish trust through virtual consultations

Plusses

• Experience supporting clients with retirement accounts or investment products
• Experience in a call center, advisory, banking, or relationship management environment
• Life and Health Insurance License
• Exposure to 401(k), 403(b), pension, or IRA accounts
• CFP coursework or interest in pursuing advanced financial planning credentials
• Knowledge of investment products and retirement income strategies

Key Responsibilities

• Conduct virtual meetings with retirement plan participants to discuss financial goals and retirement readiness
• Educate clients on available retirement plan options, investment solutions, and account features
• Identify planning opportunities and make appropriate recommendations based on client needs
• Assist participants with account servicing, transactions, and implementation of investment solutions
• Develop a strong understanding of retirement planning concepts, investment products, and financial planning strategies
• Collaborate with senior advisors and internal partners to deliver comprehensive client support
• Maintain regulatory compliance while providing a high-quality client experience
• Build relationships that deepen participant engagement and financial confidence

Comp and Structure

• Comprehensive training and onboarding program
• Hourly compensation during training period
• Transition to salaried compensation upon successful completion of training
• Licensing support and professional development opportunities
• Clear career path into Virtual Financial Consultant (VFC) and advanced advisory positions
• Hybrid work environment with a combination of virtual client engagement and in-office collaboration

Why Candidates Like This Role

• Established client base with no cold calling
• Strong training and development program
• Opportunity to build advisory experience
• Clear advancement path into licensed financial advisory roles
• Exposure to retirement planning, investments, and wealth management
• Work for a nationally recognized financial services organization