Remote Senior Wealth Strategy Consultant: Inbound Retirement

Curvion Blue; Indianapolis (IN); Remote; USD 100,000 - 360,000; Full time

Benefits offered by this job

Flexible schedule

100% remote work

Uncapped earning potential tied to performance

Job summary

Curvion Blue in Indianapolis is seeking a Senior Wealth Strategy Consultant to engage in consultative conversations with affluent clients, focusing on advanced retirement tax planning. The role involves conducting 25-30 pre-scheduled Zoom consultations weekly, leveraging a proven consultative framework.

The ideal candidate will possess a CFP® designation and have experience working with high-net-worth individuals. The position offers flexible scheduling and a remote work environment with uncapped earning potential.

Qualifications

• CFP® designation in good standing is non-negotiable.
• 5+ years in consultative financial services role is required.
• Experience with high-net-worth individuals is necessary.

Responsibilities

• Conduct inbound Zoom consultations with qualified prospects.
• Assess retirement planning concerns using client’s diagnostic framework.
• Educate on retirement tax mitigation and Roth conversion planning.

Skills

CFP® designation

Strong consultative communication skills

Client-facing experience

High emotional intelligence

Follow-up discipline

Tools

CRM experience

Job description

Curvion Blue in Indianapolis is seeking a Senior Wealth Strategy Consultant to engage in consultative conversations with affluent clients, focusing on advanced retirement tax planning. The role involves conducting 25-30 pre-scheduled Zoom consultations weekly, leveraging a proven consultative framework.

The ideal candidate will possess a CFP® designation and have experience working with high-net-worth individuals. The position offers flexible scheduling and a remote work environment with uncapped earning potential.