Senior Wealth Strategy Consultant - Inbound Tax Planning

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

Benefits offered by this job

Flexible schedule

Coaching and development

High-performance culture

Job summary

Curvion Blue is seeking a Senior Wealth Strategy Consultant to help high-net-worth retirees with their retirement tax planning. The role involves conducting 25-30 pre-scheduled Zoom consultations per week, utilizing a proven consultative framework to assess prospects' needs.

The ideal candidate should have a CFP® designation and 5+ years of relevant experience. This position offers an outstanding earning potential of $200K–$250K+ in a 100% remote environment.

Qualifications

• CFP® designation in good standing is non-negotiable.
• 5+ years in a client-facing financial services role.
• Experience with high-net-worth individuals.

Responsibilities

• Conduct inbound Zoom consultations with qualified prospects.
• Assess retirement planning concerns and tax exposure risks.
• Educate prospects on retirement tax mitigation.

Skills

Consultative communication

Emotional intelligence

Pipeline management

Education

CFP® designation

5+ years experience in financial planning

Tools

CRM experience

Job description

Curvion Blue is seeking a Senior Wealth Strategy Consultant to help high-net-worth retirees with their retirement tax planning. The role involves conducting 25-30 pre-scheduled Zoom consultations per week, utilizing a proven consultative framework to assess prospects' needs.

The ideal candidate should have a CFP® designation and 5+ years of relevant experience. This position offers an outstanding earning potential of $200K–$250K+ in a 100% remote environment.