Senior Wealth Strategy Consultant
New
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Curvion BlueFinancial Services
Albuquerque, Atlanta, Austin, Boise, Boston, Charlotte, Chicago, Columbus, Dallas, Denver, El Paso, Fort Worth, Houston, Indianapolis, Jacksonville, Las Vegas, Little Rock, Los Angeles, Miami, Nashville, New York, Oklahoma City, Philadelphia, Phoenix, Sacramento, San Antonio, San Francisco, San Jose, Seattle, Tampa BayContractSenior
Salary90,000 - 360,000 USD per year
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Job Details
- Experience
- 5+ years
- Required Skills
- Relationship managementCRM
Requirements
- 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.
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.
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