Financial Services Consultant

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 #J-18808-Ljbffr