Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Remote Senior Wealth Strategy Consultant: Inbound Retirement

$200k - $250k

Curvion Blue

Seattle, WA
  • Remote job

Curvion Blue is seeking a Senior Wealth Strategy Consultant who will conduct inbound consultations with high-net-worth clients seeking retirement tax planning. This remote role offers a realistic earning potential of $200K–$250K+. You'll engage in sophisticated financial conversations without cold calling, focusing on building trust with clients. The ideal candidate has a CFP® designation, exceptional consultative skills, and a passion for educating clients. Join a high-performance environment with uncapped earning potential. #J-18808-Ljbffr Curvion Blue

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Remote Senior Wealth Strategy Consultant: Inbound Retirement in Seattle, WA vacancy
  • $90k - $300k

    Curvion Blue is looking for a Senior Wealth Strategy Consultant to join their team in Houston, Texas. In this role, you will conduct 25-30 pre-scheduled...  ...consultations with high-net-worth prospects regarding retirement tax planning. You'll spend your time having... 
    Remote job
    Senior
    Retirement
    For contractors
    Flexible hours

    Curvion Blue

    Houston, TX
    1 day ago
  • Curvion Blue is seeking a Senior Wealth Strategy Consultant to join their team focusing on retirement tax planning. The position entails conducting 25-30 pre-scheduled Zoom consultations weekly with high-net-worth individuals, helping them navigate comprehensive tax strategies... 
    Remote job
    Senior
    Retirement
    Flexible hours

    Curvion Blue

    New York, NY
    1 day ago
  • WFS Group is seeking a Senior Wealth Strategy Consultant to conduct 25-30 pre-scheduled Zoom consultations...  ...’s marketing engine. These are warm inbound conversations; the role emphasizes education...  ..., not building a book. You’ll work remotely with a dedicated planning team... 
    Remote job
    Senior

    Curvion Blue

    Los Angeles, CA
    4 days ago
  • $200k - $250k

     ...seeking highly consultative CFP®...  ...to join their inbound sales team and...  ...make smarter retirement tax planning decisions...  ...tax planning strategies. This is a...  ...planning and wealth strategy solutions...  ...Overview: As a Senior Wealth...  ...Opportunity: ~100% remote environment... 
    Remote work
    Senior
    Retirement
    For contractors
    Flexible hours

    Curvion Blue

    Boston, MA
    29 days ago
  • WFS Group is seeking a Senior Wealth Strategy Consultant to conduct 25-30 pre-scheduled Zoom consultations...  ...prospects. You will educate on advanced retirement tax planning and Roth strategies,...  ...communication. This role offers remote work, a premium earning potential, and... 
    Remote job
    Retirement

    Curvion Blue

    Miami, FL
    1 day ago
  • $132.5k - $198.5k

     ...prosperous futures. THE ROLEThe Senior Strategist - Content...  ...expert for content automation strategy and scalable content solutions...  ...of your base salary to your retirement account that is separate from...  ...is a hybrid work environment (remote/onsite) unless otherwise stated... 
    Remote work
    Senior
    Retirement
    Full time
    Local area
    Flexible hours

    MFS Investment Management

    Boston, MA
    7 hours ago
  • $113k - $188k

     ...Public TrustWe are seeking a Senior Consultant AI Strategist to support...  ...practical, mission-aligned strategies and implementation planning...  ...Adoption Assistance401(k) Retirement PlanBasic Life & Supplemental...  ...US - PA, Philadelphia; US - Remote (Any location); US - MI,... 
    Remote work
    Senior
    Retirement
    Full time
    Flexible hours

    Guidehouse

    Philadelphia, PA
    2 days ago
  • $102k - $208k

    Huntington National Bank is seeking a Senior Liquidity Specialist to execute the Commercial Liquidity Strategy while driving revenue growth and deep client engagement...  ..., and benefits include health insurance and retirement plans. #J-18808-Ljbffr Huntington National Bank
    Remote job
    Senior
    Retirement

    Huntington National Bank

    Brooklyn, NY
    2 days ago
  • $70k - $88k

     ...America in Birmingham, AL, is seeking a Senior Digital Media Specialist to lead the organization...  ...of $70,000-$88,000. The role focuses on strategy, content creation, and data analysis to...  ...employer-paid health coverage, PTO, and retirement contributions. #J-18808-Ljbffr Jobs to... 
    Remote job
    Senior
    Retirement

    Jobs to Move America

    Los Angeles, CA
    2 days ago
  • MarshBerry is seeking a Senior Consultant in Financial Consulting to manage financial and organic growth consulting engagements. The role involves...  ...position offers a hybrid work model with both in-office and remote options, focusing on supporting MarshBerry's growth... 
    Remote work
    Senior
    Work at office

    MarshBerry

    Dana Point, CA
    12 hours ago
  •  ...time hybrid role for a Senior Financial Advisor with expertise in Wealth Management and Risk Mitigation...  ...services, including retirement planning, investment...  ...and develop tailored strategies for financial success....  ...role with opportunity for remote work. This is a 1099/W2... 
    Remote work
    Senior
    Retirement
    Full time

    Massachusetts Mutual Life Insurance Company

    Warren, NJ
    12 hours ago
  •  ...Financial Services client is seeking a Senior Wealth Advisor to join their rapidly...  ...role is for you if you thrive in a remote-first environment, seek...  ...advice led planning across investment strategy, tax aware planning, retirement, estate considerations, equity compensation... 
    Remote work
    Senior
    Retirement

    Professions

    New York, NY
    3 days ago
  •  ...About the job Senior Financial Advisor Firm...  ...independent, fee-only wealth management firm in...  ...strategic guidance across retirement, tax, estate,...  ...implementing comprehensive strategies across retirement, tax...  ...work a hybrid schedule (remote and onsite in Solana Beach... 
    Remote work
    Senior
    Retirement

    Blankinship and Foster LLC

    Solana Beach, CA
    2 days ago
  •  ...in Livonia, MI is seeking a full-time Senior Wealth Management Advisor. This hybrid role involves...  ...services, including financial and retirement planning, to clients. Candidates must possess...  ..., develop tailored financial strategies, and conduct portfolio reviews to ensure... 
    Remote job
    Senior
    Retirement
    Full time

    Boston Staffing Partners

    Livonia, MI
    2 days ago
  • $90k - $130k

     ...Media Arts and Culture is seeking a Senior Finance Consultant to manage financial operations for nonprofit...  ...for the arts. This is a fully remote position, offering a competitive salary...  ...benefits, including health and retirement plans. #J-18808-Ljbffr The Alliance... 
    Remote job
    Senior
    Retirement

    The Alliance for Media Arts and Culture

    New York, NY
    3 days ago
  • $170k - $210k

     ...and challenges. Regis Wealth Advisors work hand-in-...  ...management.Job Summary:The Senior Wealth Advisor focuses...  ...: Chartered Financial Consultant (ChFC), Personal...  ...with a combination of remote and office work in a professional...  ...and more.401(k) Retirement Plan with both... 
    Remote work
    Senior
    Retirement
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Walnut Creek, CA
    12 hours ago
  • SBS Creatix is seeking a Senior Partnership Specialist for a remote role serving the Greater St. Louis area. You’ll guide clients on partnership-related...  ...including business planning, compensation, taxes, and retirement benefits, while ensuring an exceptional client... 
    Remote job
    Senior
    Retirement

    SBS Creatix

    Kansas City, MO
    3 days ago
  •  ...crafting sophisticated digital strategies that drive measurable results...  ...skilled and passionate Senior Paid Media Strategist to join...  ...multiple technology platforms in a remote environment. Nice-to-Have...  ...plans, paid sick leave, and retirement plans with a match. We also offer... 
    Remote work
    Senior
    Retirement
    Temporary work

    Aquent

    Westford, MA
    4 days ago
  • $121k

    The incoming Senior Field Strategist is driven by their...  ...and pathways to build wealth. The Senior Field...  ...Industrious Labs is fully remote, and we are open to US...  ...the campaign strategy, leading in-nation advocacy...  ...work-from-home stipend, retirement plan options, paid... 
    Remote work
    Senior
    Retirement
    Local area
    Work from home
    Flexible hours

    NextGenEnergyJobs

    Brooklyn, NY
    2 days ago
  •  ...Senior Wealth Advisor Prosperity is a leading wealth management company...  ...success: Investment, Retirement, Estate, Tax, Business, and...  ...three days onsite and two days remote. What It Means to Work for...  ...analysis, estate planning, tax strategies for assets under management... 
    Remote work
    Senior
    Retirement
    Work at office
    Local area

    EisnerAmper

    Philadelphia, PA
    12 hours ago
  • $125.4k - $181.88k

     ...Empower Yourself.The Senior Private Wealth Advisor, Practice...  ...clientsRepresent the ‘Personal Strategy’ investment strategy...  ...areas such as retirement planning, income...  ...delivering effective client consultations - always composed,...  ...local law. ***For remote and hybrid positions... 
    Remote work
    Senior
    Retirement
    16 hours
    Full time
    Temporary work
    Work experience placement
    Casual work
    Private practice
    Work at office
    Local area
    Work from home
    Work visa
    Flexible hours

    Empower Retirement

    San Diego, CA
    1 day ago
  •  ...of services, including retirement planning, estate...  ...experienced and motivated Senior Financial Advisor to join...  ...Flexible schedule Remote work Guaranteed...  ...meetings throughout the wealth planning process to identify...  ..., including fee-based consulting, tax, mutual funds,... 
    Remote work
    Senior
    Retirement
    Local area
    Flexible hours

    Jobot

    Detroit, MI
    2 days ago
  • $23 - $25 per hour

    Join to apply for the Senior Financial Advisor role at MassMutual...  ...business and estate planning, retirement planning, and various...  ...Vermont with flexibility for remote work. The Senior Financial Advisor...  ...expertise, retirement planning strategies, and investment recommendations... 
    Remote work
    Senior
    Retirement
    Full time
    Work at office

    MassMutual

    Colchester, VT
    1 day ago
  • $165.5k - $331k

    Mercer is seeking an experienced Senior Workforce Strategy Consultant to join our Washington, D.C. office....  ...includes the flexibility of working remotely and the collaboration, connections...  ...assistance, 401K savings and other retirement programs as well as employee assistance... 
    Remote work
    Senior
    Retirement
    Minimum wage
    Work at office
    Local area
    Flexible hours
    3 days per week
    1 day per week

    Mercer

    Washington DC
    4 days ago
  • $121k

    Senior Field Strategist, Cement Industrious Labs Remote 5 days ago Job Description About Us Heavy industry...  ...and pathways to build wealth. The Senior Field...  ...implementing the campaign strategy, leading in‑nation...  ...work‑from‑home stipend, retirement plan options, paid holidays... 
    Remote work
    Senior
    Retirement
    Local area
    Work from home
    Flexible hours

    Seeds Renewables

    Brooklyn, NY
    2 days ago
  •  ...They are seeking experienced Senior Wealth Advisors to join their team...  ...comprehensive planning: retirement, tax, estate, investments, and...  ...schedule with flexibility to work remotely and from a local office...  ...ops Growth Engine: Robust inbound lead channels, marketing... 
    Remote work
    Senior
    Retirement
    Work at office
    Local area

    Next Level Recruiting, LLC

    San Diego, CA
    4 days ago
  • $150k - $175k

    Why work at Modera Wealth? Modera Wealth Management is an independent, fee-only firm...  ...focused on cash flow, tax, investment strategy, retirement planning, estate planning, executive...  ...growth and continuing education * Partial remote work * Salary range for this role is $... 
    Remote work
    Senior
    Retirement
    Temporary work
    Work at office
    Local area

    Modera Wealth Management

    Allentown, PA
    4 days ago
  • The Senior GenAI Solutions Strategist researches, designs...  ...supports project strategy, drives execution, and...  ..., dental, vision, retirement savings benefits, profit...  ...through Thursday, with remote work flexibility Monday...  ...within a design consultancy, start‑up, innovation... 
    Remote work
    Senior
    Retirement
    Work experience placement
    Work at office
    Local area
    Visa sponsorship
    Work visa
    Monday to Friday
    Flexible hours

    Ia Collaborative, Llc

    Chicago, IL
    3 days ago
  • U.S. Remote Parachute Health is transforming post-acute...  ...last few months, a consultant improved our in-house...  ...will also influence R&D strategy as we build and...  ...governance, and act as the senior authority the organization...  ...Account 401(k) Retirement Plan Equity Incentive... 
    Remote job
    Senior
    Retirement
    Full time
    Contract work
    Summer work
    Work at office
    Local area
    Immediate start
    Home office
    Flexible hours

    Parachute Health, LLC

    Brooklyn, NY
    1 day ago
  • $85k - $110k

    Location: USA - remote (preference for LA) | Employment Type:...  ...client focused and passionate Senior Research Consultant to join Reach3 Insights. In...  ...facets of the company, our strategy and reputation in the...  ...internet, and cellphone stipends Retirement savings with employer... 
    Remote job
    Senior
    Retirement
    Full time
    Contract work
    For contractors
    Work experience placement
    For subcontractor
    Work at office
    Work from home
    Home office
    Work visa
    Flexible hours
    Shift work

    Reach3 Insights

    Los Angeles, CA
    12 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Remote Senior Wealth Strategy Consultant: Inbound Retirement. Be the first to apply!