[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