Senior Wealth Strategy Consultant - Inbound & Remote

Curvion Blue; Jacksonville (FL); On-site; USD 100,000 - 360,000; Full time

Benefits offered by this job

Flexible Schedule

Independent Contractor Role - 1099

Job summary

Curvion Blue is seeking a Senior Wealth Strategy Consultant to join a dynamic inbound sales team. In this role, you will engage in consultative conversations with high-net-worth retirees, providing them with retirement tax planning guidance.

The ideal candidate should hold a CFP® designation and possess at least 5 years of experience in a client-facing financial services role. This role offers a remote work opportunity and the potential for uncapped earnings based on performance.

Qualifications

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

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 skills

Strong emotional intelligence

Executive presence on Zoom

Discipline in follow-up and pipeline management

Education

CFP® designation in good standing

5+ years in a client-facing financial services role

Tools

CRM experience

Job description

Curvion Blue is seeking a Senior Wealth Strategy Consultant to join a dynamic inbound sales team. In this role, you will engage in consultative conversations with high-net-worth retirees, providing them with retirement tax planning guidance.

The ideal candidate should hold a CFP® designation and possess at least 5 years of experience in a client-facing financial services role. This role offers a remote work opportunity and the potential for uncapped earnings based on performance.