Remote Inbound Tax-Driven Wealth Strategy Consultant

Curvion Blue; Oklahoma City (OK); Remote; USD 100,000 - 360,000; Full time

Benefits offered by this job

Flexible schedule

No cold calling

Job summary

Curvion Blue is hiring a Senior Wealth Strategy Consultant to engage affluent retirees in consultative tax planning discussions. In this remote role, you'll conduct 25–30 Zoom consultations weekly with high-net-worth individuals seeking guidance on retirement strategies.

The role offers a flexible schedule and realistic earning potential of $200K–$250K. Ideal candidates have a CFP® designation, extensive client-facing experience, and the ability to foster trust with clients without cold calling or pressure tactics.

Qualifications

• 5+ years in a financial advisory role with high-net-worth clients.
• Strong consultative skills and communication.

Responsibilities

• Conduct inbound Zoom consultations with qualified prospects.
• Educate clients on tax mitigation strategies.

Skills

CFP® designation

Client-facing experience

Consultative communication

Emotional intelligence

Tools

CRM experience

Job description

Curvion Blue is hiring a Senior Wealth Strategy Consultant to engage affluent retirees in consultative tax planning discussions. In this remote role, you'll conduct 25–30 Zoom consultations weekly with high-net-worth individuals seeking guidance on retirement strategies.

The role offers a flexible schedule and realistic earning potential of $200K–$250K. Ideal candidates have a CFP® designation, extensive client-facing experience, and the ability to foster trust with clients without cold calling or pressure tactics.