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
  • Curvion Blue is seeking a Senior Wealth Strategy Consultant to conduct inbound consultations with high-net-worth clients. This role focuses on advanced retirement tax planning, offering significant earning potential without traditional financial planning responsibilities... 
    Remote job
    Senior
    Retirement

    Curvion Blue

    Nashville, TN
    1 day ago
  • $200k - $250k

    Curvion Blue is seeking a Senior Wealth Strategy Consultant to help high-net-worth retirees with their retirement tax planning. The role involves conducting 25-30 pre-scheduled...  ...earning potential of $200K-$250K+ in a 100% remote environment. #J-18808-Ljbffr Curvion Blue
    Remote work
    Senior
    Retirement

    Curvion Blue

    Sacramento, CA
    1 day ago
  • $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
  • $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
  • $200k - $250k

    Curvion Blue is hiring a Senior Wealth Strategy Consultant to engage affluent retirees in consultative tax planning discussions. In this remote role, you'll conduct 25-30 Zoom consultations...  ...worth individuals seeking guidance on retirement strategies. The role offers a... 
    Remote job
    Retirement
    Flexible hours

    Curvion Blue

    Oklahoma City, OK
    1 day ago
  • $94.9k - $130.5k

     ...caring community The CenterWell Senior Strategy Consultant provides data-based strategic direction...  ...Information: This is a remote role, with a preference for candidates...  ..., dental and vision benefits, 401(k) retirement savings plan, time off (including paid... 
    Remote work
    Senior
    Retirement
    Full time
    Temporary work
    Apprenticeship

    CenterWell Primary Care

    United States
    14 hours ago
  • Seer Interactive, a remote-first digital marketing consultancy, seeks a practitioner who builds multi-channel strategies and pitches to executives. You will translate data into growth...  ...calls with Fortune 500 teams, and drive inbound relationships with major brands. Role... 
    Remote work
    Senior

    Seer Interactive

    New York, NY
    3 days ago
  • Fwainvest seeks a Private Wealth Consultant to partner with financial advisors, guiding high...  ...planning, including estate, tax and retirement strategies. You’ll lead large cross-functional projects...  ...support asset retention and growth. Remote options available. #J-18808-Ljbffr... 
    Remote job
    Senior
    Retirement

    Fwainvest

    Florida, NY
    2 days ago
  • $148k - $185k

     ...energy, and technology initiatives. This remote role requires excellent communication...  ...skills and a deep understanding of pricing strategies and Federal Acquisition Regulations. The...  ...benefits including health insurance, retirement benefits, and paid time off. #J-18808-Ljbffr... 
    Remote work
    Senior
    Retirement

    Amentum

    Madison, WI
    2 days ago
  •  ...cost volume responses and prepare detailed pricing models while collaborating with various internal teams. This is a remote role that requires U.S. citizenship. Benefits include health insurance, retirement plans, and an employee stock purchase plan. #J-18808-Ljbffr... 
    Remote work
    Senior
    Retirement

    Amentum

    Hartford, CT
    2 days ago
  • $233.59k - $350.38k

     ...member of the Digital Strategy Team within Evinova you...  ...combines strategy consulting and solution design, driving...  ...patient recruitment, remote data collection and...  ...communicate effectively with senior executive teams, with...  ...include qualified retirement programs, paid time... 
    Remote work
    Senior
    Retirement
    Temporary work

    Evinova

    Boston, MA
    1 day ago
  • $148k - $185k

     ...background in federal acquisition regulations. This position is remote, requiring US citizenship and preferred security clearance. The...  ...factors such as experience and skills, alongside a range of benefits including health insurance and retirement plans. #J-18808-Ljbffr... 
    Remote work
    Senior
    Retirement

    Amentum

    Frankfort, KY
    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...  ...and comprehensive benefits, including health and retirement plans. #J-18808-Ljbffr... 
    Remote work
    Senior
    Retirement

    The Alliance for Media Arts and Culture

    New York, NY
    2 days ago
  •  ...Legacy Planning department as a Senior Family Wealth Strategist. The Senior...  ...a thought leader in wealth strategy, possessing deep technical...  ...the potential for hybrid or remote work arrangements. The Strategic...  ...wealth transfer, retirement planning, business succession... 
    Remote work
    Senior
    Retirement
    Work at office

    Beacon Pointe

    Seattle, WA
    1 day ago
  • $102k - $208k

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

    Huntington National Bank

    Charlotte, NC
    2 days ago
  •  ...National Bank is seeking a Senior Liquidity Specialist in Columbus...  ...the Commercial Liquidity Strategy. The ideal candidate will partner...  ...of relevant experience and consultative sales capabilities, along...  ...health insurance and retirement savings plans. #J-18808-Ljbffr... 
    Remote job
    Senior
    Retirement

    Huntington National Bank

    Columbus, OH
    3 days ago
  • Human Interest is seeking a Senior Strategic Business Development Manager to spearhead expansion into the banking channel. This high-...  ...America, aiming to position Human Interest as a top-tier partner in retirement benefits. The ideal candidate has strong enterprise sales... 
    Remote job
    Senior
    Retirement

    Human Interest

    San Francisco, CA
    4 days ago
  • $85k - $110k

    Reach3 Insights is looking for a Senior Research Consultant based in the US to drive business success...  ...across various industries. In this hybrid/remote role, you’ll manage market research...  ...10,000, and benefits include health, retirement plans, and flexible work options. #J... 
    Remote job
    Senior
    Retirement
    Flexible hours

    Reach3 Insights

    Los Angeles, CA
    1 day 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
  •  ...center in Dallas, Texas, is looking for a Senior SPA Proposal Analyst. This role involves...  ...finance. The position offers a mostly remote hybrid work schedule with a competitive...  ...includes healthcare, paid time off, and retirement benefits. #J-18808-Ljbffr The University... 
    Remote work
    Senior
    Retirement

    The University of Texas Southwestern Medical Center

    Dallas, TX
    1 day ago
  • $100 per hour

     ...this role is This is not a traditional Strategy role. You'll lead YouTube strategy...  ...engagement and brand affinity. Location: Remote. Proximity to the internal team in Los...  ...k) Participation: Access to our 401(k) retirement plan, including a company match ~... 
    Remote work
    Senior
    Retirement
    Hourly pay
    Temporary work
    Part time
    Summer work
    Work at office
    Immediate start

    space150

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

    Next Level Recruiting, LLC

    Boston, MA
    3 hours 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
    3 hours ago
  • Huntington Bank in Dallas is seeking a Wealth Planner to deliver comprehensive financial...  ...develop personalized plans covering retirement, tax, estate, investment, and risk management...  ...with wealth advisors to implement strategies and ensure regulatory compliance. CFP preferred... 
    Remote job
    Senior
    Retirement

    Huntington-Bank

    Dallas, TX
    1 day 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

    Plano, TX
    14 hours ago
  •  ...strong financial acumen. This position follows a hybrid work model, allowing in-office work from Monday to Thursday and remote flexibility on Fridays. Comprehensive benefits including health, dental, vision, and retirement plans are provided. #J-18808-Ljbffr Crown Castle
    Remote work
    Senior
    Retirement
    Work at office

    Crown Castle

    Houston, TX
    4 days ago
  • $350 per month

     ...Senior Strategists on the Texting team lead full-scale texting programs...  ...end-to-end – driving content strategy, leading multi-layered...  ...employer match on your 401k retirement account Unlimited sick leave...  ...Coworking/Office Space Stipend for Remote Employees 12 weeks of paid... 
    Remote work
    Senior
    Retirement
    Work at office

    Middle Seat

    Washington DC
    4 days 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!