Virtual Financial Consultant

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. The role is hybrid, and candidates must live within commuting distance of Frisco, TX for alignment and potential in-person engagement 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 Pay: $85,000.00 - $105,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Retirement plan Vision insurance Work Location: Hybrid remote in Dallas, TX 75244