Elite Inbound Wealth Strategy Consultant - Remote
Curvion Blue
Miami, FL
- Remote job
WFS Group is seeking a Senior Wealth Strategy Consultant to conduct 25–30 pre-scheduled Zoom consultations weekly with high-net-worth prospects. You will educate on advanced retirement tax planning and Roth strategies, guiding decision-making with a consultative framework. Ideal candidates enjoy client conversations over planning work, possess CFP® credentials, and excel in virtual communication. This role offers remote work, a premium earning potential, and a coaching-focused environment. #J-18808-Ljbffr Curvion Blue
Vacancy posted 3 days ago
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