Elite Inbound Wealth Strategy Consultant - Remote

Curvion Blue; Miami (FL); On-site; USD 100,000 - 360,000; Full time

Benefits offered by this job

100% remote environment

Inbound consultations provided

No cold calling or prospecting

High earning potential

Job summary

WFS Group is seeking a Senior Wealth Strategy Consultant to conduct 25–30 pre-scheduled Zoom consultations weekly with high-net-worth prospects. You will educate on advanced retirement tax planning and Roth strategies, guiding decision-making with a consultative framework.

Ideal candidates enjoy client conversations over planning work, possess CFP® credentials, and excel in virtual communication. This role offers remote work, a premium earning potential, and a coaching-focused environment.

Qualifications

• CFP® designation in good standing (non-negotiable).
• 5+ years in a client-facing financial planning, advisory, or consultative financial services role.
• Experience working with high-net-worth individuals.
• Strong consultative communication skills.
• Clean U4 regulatory history.
• Confidence presenting premium planning fees.
• Strong executive presence and professionalism on Zoom.
• High emotional intelligence and active listening ability.
• Coachable mindset with willingness to follow a proven process (CRM experience preferred).

Responsibilities

• Conduct inbound Zoom consultations with qualified prospects.
• Use the client’s diagnostic framework to assess retirement planning concerns and tax exposure risks.
• Educate prospects on retirement tax mitigation and Roth conversion planning concepts.
• Create meaningful “epiphany moments” to illustrate long-term tax planning impact.
• Build trust and credibility through clear, consultative communication.
• Guide prospects through decision-making without pressure-based tactics.
• Manage follow-up conversations and pipeline activity with discipline.
• Maintain accurate CRM documentation and forecasting.
• Participate in coaching sessions, team reviews, and ongoing training.
• Consistently achieve or exceed revenue and close-rate targets.
• Contribute positively to a high-performance, coachable team culture.

Skills

CFP® designation

Client-facing communication

Relationship-building

Zoom / video calls

CRM experience

Tools

CRM software

Job description

WFS Group is seeking a Senior Wealth Strategy Consultant to conduct 25–30 pre-scheduled Zoom consultations weekly with high-net-worth prospects. You will educate on advanced retirement tax planning and Roth strategies, guiding decision-making with a consultative framework.

Ideal candidates enjoy client conversations over planning work, possess CFP® credentials, and excel in virtual communication. This role offers remote work, a premium earning potential, and a coaching-focused environment.