What are the responsibilities and job description for the Investment Financial Consultant position at Tundra Technical Solutions?
Individual/Investment Financial Consultant (Hybrid)
Locations: Frisco, TX AND Charlotte, NC (Candidates must reside within commuting distance.)
Pay: 75K Base Salary, 25% variable comp (93K), etc.
About the Opportunity
We're partnering with a leading financial services organization seeking an Investment Financial Consultant to help clients achieve their retirement and financial goals through personalized guidance and investment conversations.
This role is an excellent opportunity for early-career financial professionals looking to build a long-term career in wealth management, retirement planning, and financial consulting. You'll work in a collaborative hybrid environment, engaging with clients virtually while receiving mentorship, structured training, and ongoing professional development.
If you're passionate about helping people make informed financial decisions and are looking for a company that invests in your growth, we'd love to connect with you.
What You'll Bring
Required Qualifications
- Active Series 6 OR Series 7 and Series 63 OR Series 66
- W2 Tax Status
- 1–3 years of experience in financial services, banking, wealth management, investment services, or a related client-facing environment
- Strong communication and relationship-building skills
- Interest in retirement planning, investing, and financial consulting
- Ability to establish trust and deliver an exceptional client experience through virtual interactions
Preferred Qualifications
- Experience supporting clients with retirement accounts or investment products
- Life & Health Insurance License
- Background in banking, advisory services, relationship management, customer service, or financial call center environments
- Familiarity with 401(k), 403(b), IRA, or other retirement accounts
- Interest in pursuing professional designations such as the CFP® certification
- Knowledge of investment products and retirement planning concepts
What You'll Do
- Meet virtually with clients to discuss financial goals and retirement planning needs
- Educate clients on investment options and retirement planning strategies
- Recommend appropriate solutions based on each client's financial objectives
- Assist clients with account servicing and investment-related requests
- Build trusted relationships through exceptional service and financial guidance
- Collaborate with experienced advisors and internal partners to deliver comprehensive client support
- Maintain compliance with industry regulations and firm policies
- Continue developing your knowledge of financial planning, retirement strategies, and investment solutions
What You Can Expect
- Comprehensive onboarding and paid training
- Competitive compensation with opportunities for growth
- Licensing support and ongoing professional development
- Clear career progression into advanced financial consulting and advisory roles
- Hybrid work environment with a balance of in-office collaboration and virtual client meetings
Why This Opportunity Stands Out
- No cold calling or prospecting required
- Established client relationships and consistent client engagement
- Extensive training and mentorship from experienced financial professionals
- Defined career path with opportunities for advancement
- Hands-on experience in retirement planning, investments, and wealth management
- Join a respected financial services organization committed to employee growth and client success
Client benefits included.