Senior Wealth Strategy Consultant - Inbound & Remote

Curvion Blue; El Paso (TX); On-site; USD 100,000 - 360,000; Full time

Benefits offered by this job

Flexible Schedule

Independent Contractor Role

Job summary

Curvion Blue is seeking a Senior Wealth Strategy Consultant to join their inbound sales team in El Paso, Texas. This role focuses on consultative conversations with affluent retirees, guiding them through advanced retirement tax planning strategies.

The ideal candidate is a CFP® professional with strong communication skills, who enjoys client interaction over traditional financial planning. The opportunity offers a flexible schedule and significant earning potential in a remote working environment.

Qualifications

• 5+ years in a client-facing financial planning or advisory role.
• Experience with high-net-worth individuals.
• Confidence presenting premium planning fees.

Responsibilities

• Conduct inbound Zoom consultations with qualified prospects.
• Educate prospects on retirement tax mitigation.
• Manage pipeline activity and CRM documentation.

Skills

Consultative communication

Relationship building

Client interaction

Emotional intelligence

Follow-up discipline

Education

CFP® designation

Tools

CRM software

Job description

Curvion Blue is seeking a Senior Wealth Strategy Consultant to join their inbound sales team in El Paso, Texas. This role focuses on consultative conversations with affluent retirees, guiding them through advanced retirement tax planning strategies.

The ideal candidate is a CFP® professional with strong communication skills, who enjoys client interaction over traditional financial planning. The opportunity offers a flexible schedule and significant earning potential in a remote working environment.