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 2 days ago
Similar jobs that could be interesting for youBased on the Remote Senior Wealth Strategy Consultant: Inbound Retirement in Seattle, WA vacancy
  • $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

    Albuquerque, NM
    6 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
    2 days ago
  • Empower Careers seeks a Senior Workplace Planning Consultant to deliver comprehensive retirement and financial wellness guidance to participants in employer-sponsored...  ...delivering personalized service. The role includes inbound and outbound calls, achieving sales and service... 
    Remote job
    Senior
    Retirement

    Empower Careers

    Stone Mountain, GA
    4 days ago
  • $100k - $122k

     ...QuinStreet company, is seeking a Senior Inbound Marketing Manager to lead...  ...driving inbound marketing strategy, marketing qualified leads (...  ...impact while leading a small remote team. This role...  ...include health care benefits; (2) retirement benefits; (3) the amount of... 
    Remote work
    Senior
    Retirement
    Full time
    For contractors
    Work at office

    Modernize Home Services

    Remote
    3 days ago
  • $10k

     ...Financial Crimes Compliance Controls Senior Strategist to build and own...  ...’s controls environment, AI strategy, and product partnership...  ...(up to $4,000 lifetime)Group Retirement Plan with employer match (RRSP...  ...0KLocationNew York, NY (HQ); Remote (US)Employment TypeFull... 
    Remote work
    Senior
    Retirement
    Full time
    Work at office
    Home office
    Flexible hours

    Ramp

    New York, NY
    3 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
    3 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
    5 days ago
  • $200k - $230k

     ...role within AssetMark's Wealth Solutions group. You...  ...financial planning and estate strategies for high-net-worth (...  ...plans, including retirement income, tax mitigation...  ...thought partner to senior leadership and external...  ...holistic support, and expert consulting to help advisors run... 
    Remote work
    Senior
    Retirement
    Flexible hours

    AssetMark

    United States
    2 days ago
  •  ...Join to apply for the Senior Financial Advisor role at MassMutual...  ...business and estate planning, retirement planning, and investment...  ...Maine, with flexibility for remote work. The advisor will provide...  ...planning advice, retirement strategies, and investment recommendations... 
    Remote work
    Senior
    Retirement
    Full time

    MassMutual

    Boston, MA
    3 days 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

    Arlington, VA
    3 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
    23 hours ago
  •  ...Wealth Consultant Opportunity District Partners has been engaged by one of the...  ...including investment management, retirement planning, estate planning, tax strategy, and risk management. Represent...  ...for long-term career growth. Remote position with market ownership... 
    Remote work
    Senior
    Retirement

    District Partners

    United States
    5 days 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

    MassMutual

    Warren, NJ
    2 days 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
    4 days ago
  •  ...Job Summary The Senior Financial Advisor serves as...  ...strategic guidance across retirement, tax, estate,...  ...implementing comprehensive strategies across retirement, tax...  ...financial planning in a wealth management or RIA...  ...work a hybrid schedule (remote and onsite in Solana Beach... 
    Remote work
    Senior
    Retirement

    Blankinship & Foster, LLC Fiduciary Financial Advisors

    Solana Beach, CA
    3 days ago
  • $110k - $140k

     ...solving aficionados! As an ERP consultant, you're the magic behind an...  ...bring accounting knowledge and a wealth of experience across finance...  ..., and yours is covered!Retirement Treasure: Invest in your future...  ...but don't forget to play hard!Remote Work Magic:Embrace the freedom... 
    Remote work
    Senior
    Retirement

    Western Computer

    Oxnard, CA
    1 day ago
  • $82k - $106k

     .... The Opportunity As a Senior Strategist, Paid Search B2B,...  ...responsible for leading paid search strategy, activation and thought...  ...can expect as a Coder: Remote-first workplace designed to...  ...vision benefits, plus a generous retirement program Thoughtful... 
    Remote work
    Senior
    Retirement
    Full time
    Flexible hours
    Shift work

    Code3

    Remote
    2 days ago
  •  ...financial analysts to internal consultants and workplace designers, the...  ..., based on locationPension / Retirement benefitsPaid Time Off and...  ...of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays...  ...will have in this role:The FP&A Senior Associate is a strategic finance... 
    Remote work
    Senior
    Retirement
    Flexible hours
    Shift work

    DTCC- The Depository Trust & Clearing Corporation

    Jersey City, NJ
    1 day ago
  • $167.2k - $240.35k

     ...Strategist, you will operate at a senior IC level: leading the highest...  ...comfortable in an executive strategy conversation as you are...  ...purchasing plan (ESPP) ~ Remote first work from home culture...  ...employer contributions) ~401k retirement savings plan ~ Lifestyle... 
    Remote work
    Senior
    Retirement
    Full time
    Local area
    Immediate start
    Work from home
    Flexible hours

    Omada Health

    Remote
    3 days ago
  •  ...impact? Do you love defining product strategy and helping others succeed? Are...  ...Management and Special Education. Senior Product Strategist, Education Job...  ...including health, dental, vision, retirement plan, and paid time off. Remote-first workplace with flexibility... 
    Remote work
    Senior
    Retirement
    Full time
    Local area
    Flexible hours

    RethinkFirst

    Atlanta, GA
    24 days ago
  • $84.8k - $127.2k

    You’re a Senior Brand Strategist with expert understanding...  ...of advanced brand strategy across segmentation,...  ..., but we are open to remote locations across the U...  ...years of experience in a consultancy or agency setting...  ...employees to save for retirement through pre- or post-tax... 
    Remote work
    Senior
    Retirement
    Full time
    Temporary work
    Shift work

    One North

    Chicago, IL
    1 day ago
  •  ...Senior Wealth Advisor Apply ( locations Miami, FL time type...  ...Senior Wealth Advisors for remote opportunities available to candidates...  ..., you will develop tailored strategies that will help our ultra-...  ..., employer-sponsored retirement plans, and financial professionals... 
    Remote work
    Senior
    Retirement
    Full time
    Local area

    Vanguard

    Miami, FL
    1 day ago
  • $350k - $400k

     ...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

    San Francisco, 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
    3 days ago
  • $69.7k - $87.13k

     ...trends in the search space. This is a remote position; however, the selected...  ...Continually update and align paid search strategies with new and emerging best practices to...  ...benefits that include participation in a retirement plan, life and disability insurance, health... 
    Remote work
    Senior
    Retirement
    Full time
    Work experience placement
    Flexible hours
    Denver, CO
    6 days ago
  •  ...Hybrid (2 days in office / 3 days remote) An established and respected...  ...RIA in NYC is seeking a Senior Financial Advisor to deliver sophisticated...  ...financial planning across retirement, investment strategy, tax, estate, risk, cash flow, and wealth transfer Partner with... 
    Remote work
    Senior
    Retirement
    Work at office

    GemHarvest Executive Recruiting

    New York, NY
    2 days ago
  • $140k

     ...futures. THE ROLEThe Senior Strategist - Investment...  ...leader on specific MFS strategies with a primary focus...  ...composites, auditing consultant database as well as other...  ...base salary to your retirement account that is separate...  ...work environment (remote/onsite) unless otherwise... 
    Remote work
    Senior
    Retirement
    Full time
    Local area
    Flexible hours

    MFS Investment Management

    Boston, MA
    3 days ago
  •  ...Overview We're looking for a Senior Paid Media Strategist to lead paid media strategy, execution, and storytelling across...  ...that changes that. This is a remote role based in New England....  ...Our success is your success. Retirement. Savings plan with a 4% company... 
    Remote work
    Senior
    Retirement
    Full time
    Summer work
    Work at office
    Home office
    Flexible hours
    Shift work

    Anchour

    Remote
    2 days ago
  •  ...Senior GenAI Solutions Strategist The Senior GenAI...  ...supports project strategy, drives execution, and...  ...medical, dental, vision, retirement savings benefits, profit...  ...Thursday, with remote work flexibility Monday...  ...design and innovation consultancy focused on leading the... 
    Remote work
    Senior
    Retirement
    Work experience placement
    Work at office
    Local area
    Visa sponsorship
    Work visa
    Monday to Friday
    Flexible hours

    IA Collaborative

    Chicago, IL
    5 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
    5 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!