Virtual 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

Location: Hybrid in Frisco, TX (must reside within commuting distance)

About the Opportunity

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 7 and Series 63
• 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

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