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
Financial Services Consultant in frisco at Unknown Company
This position is listed as full time and hybrid.