Title: Virtual Financial Consultant
Location: Hybrid in Frisco, TX (must reside within commuting distance)
Estimated Duration: Fulltime
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 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
The pay range that the employer in good faith reasonably expects to pay for this position is between $85,000 and $85,000
Our benefits offering includes medical, dental, vision and 401k.
Tundra Technical Solutions would like to thank you for your interest in this opportunity. However, only candidates under consideration will be contacted. Tundra Technical Solutions is a global workforce and technology delivery firm, ranked by Staffing Industry Analysts as one of the largest in North America. At Tundra, we aren't just hiring top talent at the world's most recognizable brands; we are pioneers of social recruitment. This post is for a contract assignment. Assignment duties and duration are subject to business needs and requirements. We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or other legally protected characteristics.California Notice. Qualified applicants with arrest or conviction records will be considered for employment in accordance with law, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Criminal history may have a direct, adverse, and negative relationship with the following job duties: protect and return property, adhere to confidentiality requirements, comply with security requirements, adhere to policies and codes of conduct.
We use artificial intelligence tools to help our recruiters screen and assess talent. These tools do not replace human decision making in the process. Not interested in this position, but know somebody who might be? Check out our Referral Reward Program, referrals are a big secret behind our success. As always, we’re on the lookout for great people. And we know that you know great people!