Senior Wealth Strategy Consultant - Inbound & Remote

Curvion Blue; Pennsylvania; On-site; USD 100,000 - 360,000; Full time

Benefits offered by this job

Flexible Schedule

Uncapped earning potential

Independent Contractor Role

Job summary

Curvion Blue is seeking a Senior Wealth Strategy Consultant to join their team focusing on retirement tax planning. The position entails conducting 25-30 pre-scheduled Zoom consultations weekly with high-net-worth individuals, helping them navigate comprehensive tax strategies.

The ideal candidate holds a CFP® designation and has over five years of experience in a client-facing financial role. This consultative sales position allows for flexible scheduling and offers uncapped earning potential based on performance.

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.

Responsibilities

• Conduct inbound Zoom consultations with qualified prospects.
• Guide prospects through decision-making without pressuring.
• Maintain accurate CRM documentation and manage pipeline.

Skills

Strong consultative communication skills

High emotional intelligence

Follow-up discipline

Client relationship building

Executive presence

Education

CFP® designation

5+ years in client-facing financial planning

Tools

CRM experience

Job description

Curvion Blue is seeking a Senior Wealth Strategy Consultant to join their team focusing on retirement tax planning. The position entails conducting 25-30 pre-scheduled Zoom consultations weekly with high-net-worth individuals, helping them navigate comprehensive tax strategies.

The ideal candidate holds a CFP® designation and has over five years of experience in a client-facing financial role. This consultative sales position allows for flexible scheduling and offers uncapped earning potential based on performance.