Remote Senior Wealth Strategy Consultant: Inbound Retirement

Curvion Blue; Seattle (WA); Vor Ort; USD 100.000 - 360.000; Vollzeit

Benefits dieser Stelle

Flexible schedule

100% remote work

Extensive coaching and development

Zusammenfassung

Curvion Blue is seeking a Senior Wealth Strategy Consultant who will conduct inbound consultations with high-net-worth clients seeking retirement tax planning. This remote role offers a realistic earning potential of $200K–$250K+. You'll engage in sophisticated financial conversations without cold calling, focusing on building trust with clients.

The ideal candidate has a CFP® designation, exceptional consultative skills, and a passion for educating clients. Join a high-performance environment with uncapped earning potential.

Qualifikationen

• Must have CFP® designation in good standing.
• 5+ years of experience in client-facing financial planning or advisory roles.
• Experience with high-net-worth individuals is required.

Aufgaben

• Conduct inbound Zoom consultations with high-net-worth prospects.
• Educate clients on retirement tax mitigation.
• Maintain accurate CRM documentation.

Kenntnisse

Consultative communication skills

Emotional intelligence

Follow-up discipline

Executive presence

Ausbildung

CFP® designation

5+ years in financial services

Tools

CRM experience

Jobbeschreibung

Curvion Blue is seeking a Senior Wealth Strategy Consultant who will conduct inbound consultations with high-net-worth clients seeking retirement tax planning. This remote role offers a realistic earning potential of $200K–$250K+. You'll engage in sophisticated financial conversations without cold calling, focusing on building trust with clients.

The ideal candidate has a CFP® designation, exceptional consultative skills, and a passion for educating clients. Join a high-performance environment with uncapped earning potential.