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Remote Tax-Driven Wealth Strategist for Retirees

$200k - $250k

Curvion Blue

Curvion Blue is seeking a Senior Wealth Strategy Consultant to engage affluent retirees in consultative tax planning discussions. This remote role involves conducting 25–30 Zoom consultations weekly with high-net-worth individuals seeking guidance on retirement strategies. The position 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 #J-18808-Ljbffr

Vacancy posted 20 hours ago
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