Remote Senior Wealth Strategy Consultant: Inbound Retirement

Curvion Blue; Boise (ID); On-site; USD 100,000 - 360,000; Part time

Benefits offered by this job

Flexible schedule

100% remote work

Coaching and ongoing development

Job summary

Curvion Blue is seeking a Senior Wealth Strategy Consultant to conduct consultations with high-net-worth individuals regarding retirement tax planning. This role revolves around sophisticated discussions rather than traditional sales tactics, focusing on guiding clients through their decisions.

With compensation ranging from $100,000 to $360,000 per year, this remote position allows for a flexible schedule, targeting experienced CFP® professionals who excel in consultative communication.

Qualifications

• CFP® designation in good standing is non-negotiable.
• 5+ years in a client-facing financial planning role.
• Experience working with high-net-worth individuals is required.

Responsibilities

• Conduct inbound Zoom consultations with qualified prospects.
• Use diagnostic framework to assess retirement planning concerns.
• Educate prospects on retirement tax mitigation strategies.

Skills

Consultative communication

Emotional intelligence

Follow-up discipline

Client interaction

Education

CFP® designation

5+ years in financial planning

Tools

CRM systems

Job description

Curvion Blue is seeking a Senior Wealth Strategy Consultant to conduct consultations with high-net-worth individuals regarding retirement tax planning. This role revolves around sophisticated discussions rather than traditional sales tactics, focusing on guiding clients through their decisions.

With compensation ranging from $100,000 to $360,000 per year, this remote position allows for a flexible schedule, targeting experienced CFP® professionals who excel in consultative communication.