Remote Inbound Tax-Driven Wealth Strategy Consultant

$200k - $250k

Curvion Blue

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 weekly with high-net-worth individuals seeking guidance on retirement strategies. The role offers a flexible schedule and realistic earning potential of $200K–$250K. Ideal candidates have a CFP® designation, extensive client-facing experience, and the ability to foster trust with clients without cold calling or pressure tactics. #J-18808-Ljbffr

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Vacancy posted 3 days ago

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