Senior Wealth Strategy Consultant - Inbound & Remote

Curvion Blue; Los Angeles (CA); On-site; USD 100,000 - 360,000; Full time

Benefits offered by this job

100% remote environment

Inbound consultations provided

Coaching and development

Job summary

WFS Group is seeking a Senior Wealth Strategy Consultant to conduct 25–30 pre-scheduled Zoom consultations weekly with high-net-worth prospects generated through the client’s marketing engine.

These are warm inbound conversations; the role emphasizes education and consultative closing, not building a book. You’ll work remotely with a dedicated planning team handling implementation after enrollment.

Qualifications

• :CFP® designation in good standing (non-negotiable).
• :5+ years in a client-facing financial planning, advisory, or consultative financial services role
• Experience working with high-net-worth individuals
• Strong consultative communication skills
• Clean U4 regulatory history
• Confidence presenting premium planning fees
• Strong executive presence and professionalism on Zoom
• High emotional intelligence and active listening ability
• Strong follow-up discipline and pipeline management skills
• Coachable mindset with willingness to follow a proven process
• CRM experience preferred

Responsibilities

• :Conduct inbound Zoom consultations with qualified prospects.
• :Use the client’s diagnostic framework to assess retirement planning concerns and tax exposure risks.
• :Educate prospects on retirement tax mitigation and Roth conversion planning concepts.
• :Create meaningful “epiphany moments” that help prospects understand the long-term impact of tax planning decisions.
• :Build trust and credibility through clear, consultative communication.
• :Guide prospects through the decision-making process without relying on pressure-based sales tactics.
• :Manage follow-up conversations and pipeline activity with discipline and consistency.
• :Maintain accurate CRM documentation and forecasting.
• :Participate in coaching sessions, team reviews, and ongoing training initiatives.
• :Consistently achieve or exceed revenue and close-rate targets.
• :Contribute positively to a high-performance, coachable team culture.

Skills

CFP® designation

5+ years client-facing

Executive presence

Consultative communication

High-net-worth experience

Tools

CRM

Job description

WFS Group is seeking a Senior Wealth Strategy Consultant to conduct 25–30 pre-scheduled Zoom consultations weekly with high-net-worth prospects generated through the client’s marketing engine.

These are warm inbound conversations; the role emphasizes education and consultative closing, not building a book. You’ll work remotely with a dedicated planning team handling implementation after enrollment.