Remote Senior Wealth Strategy Advisor (CFP)
Curvion Blue
Curvion Blue in Indianapolis seeks a Senior Wealth Strategy Consultant to engage in consultative conversations with affluent clients, focusing on advanced retirement tax planning. The role involves conducting 25-30 pre-scheduled Zoom consultations weekly, leveraging a proven consultative framework. The ideal candidate will possess a CFP designation and have experience working with high-net-worth individuals. #J-18808-Ljbffr
Vacancy posted 13 hours ago
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