[Remote] Senior Wealth Strategy Consultant
Note: The job is a remote job and is open to candidates in USA. Curvion Blue is a rapidly growing financial services organization seeking a Senior Wealth Strategy Consultant to join their inbound sales team. This role focuses on conducting pre-scheduled Zoom consultations with high-net-worth individuals to provide retirement tax planning guidance without traditional prospecting responsibilities.
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 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
Benefits
- Offers Commission
- 100% remote environment
- 25-30 inbound consultations per week provided
- $200K-$250K+ realistic earning potential
- No cold calling or prospecting
- Sophisticated financial conversations with affluent clients
- High-ticket consultative sales environment
- Extensive coaching and ongoing development
- High-performance culture without toxic sales pressure
- Opportunity to sell a service that genuinely changes lives
- Flexible Schedule
Company Overview