Senior Wealth Strategy Consultant - Inbound & Remote

Curvion Blue; Little Rock (AR); Remote; 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 its team in Little Rock, Arkansas. This role focuses on conducting consultative Zoom consultations with high-net-worth individuals to guide them in retirement tax planning decisions. Suitable candidates should have a CFP® designation and strong client-facing experience.

This position offers significant earning potential, allowing professionals to maximize their impact without the pressure of traditional sales tactics.

Qualifications

• 5+ years in a client-facing financial planning, advisory, or consultative role.
• Experience with high-net-worth individuals.
• High emotional intelligence and active listening ability.

Responsibilities

• Conduct inbound Zoom consultations with qualified prospects.
• Educate prospects on retirement tax planning strategies.
• Build trust and credibility through consultative communication.

Skills

Client-facing financial planning

Consultative communication skills

Relationship-driven communication

Strong emotional intelligence

Education

CFP® designation

Tools

CRM experience

Job description

Curvion Blue is seeking a Senior Wealth Strategy Consultant to join its team in Little Rock, Arkansas. This role focuses on conducting consultative Zoom consultations with high-net-worth individuals to guide them in retirement tax planning decisions. Suitable candidates should have a CFP® designation and strong client-facing experience.

This position offers significant earning potential, allowing professionals to maximize their impact without the pressure of traditional sales tactics.