Senior Wealth Strategy Consultant
New
United StatesContractSenior
Salary100,000 - 360,000 USD per year
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Job Details
- Experience
- 5+ years
- Required Skills
- CRM
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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