What are the responsibilities and job description for the Financial Services Consultant position at Tundra Technical Solutions?
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 Charlotte, North Carolina, 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 6, 63, and/or 66
• Ability to obtain Life and Health Insurance license within 120 days
• Ability to obtain Series 7 license within 120 days (If not already active)
• 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
*We may use artificial intelligence tools to help our recruiters screen and assess talent. These tools do not replace human decision-making in the hiring process*