Senior Wealth Strategy Consultant - Inbound & Remote

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

Job summary

Curvion Blue is looking for a Senior Wealth Strategy Consultant to join their team in Houston, Texas. In this role, you will conduct 25-30 pre-scheduled Zoom consultations with high-net-worth prospects regarding retirement tax planning. You'll spend your time having sophisticated conversations and helping prospects make informed financial decisions without pressure-based tactics.

The ideal candidate should have a CFP® designation and at least 5 years of experience in a client-facing role. Compensation ranges from $90K to $300K annually, and you will work as an Independent Contractor with a flexible schedule.

Qualifications

• 5+ years in a client-facing financial planning or advisory role.
• Experience working with high-net-worth individuals.
• Strong executive presence and professionalism on Zoom.

Responsibilities

• Conduct inbound consultations with qualified prospects.
• Use the client's framework to assess retirement planning concerns.
• Educate prospects on retirement tax mitigation strategies.
• Guide prospects through the decision-making process.

Skills

Consultative communication skills

Strong emotional intelligence

Pipeline management skills

Confidence presenting fees

Client relationship building

Education

CFP® designation

Tools

CRM experience

Job description

Curvion Blue is looking for a Senior Wealth Strategy Consultant to join their team in Houston, Texas. In this role, you will conduct 25-30 pre-scheduled Zoom consultations with high-net-worth prospects regarding retirement tax planning. You'll spend your time having sophisticated conversations and helping prospects make informed financial decisions without pressure-based tactics.

The ideal candidate should have a CFP® designation and at least 5 years of experience in a client-facing role. Compensation ranges from $90K to $300K annually, and you will work as an Independent Contractor with a flexible schedule.