Inbound Senior Wealth Strategy Consultant — Remote
Curvion Blue
Phoenix, AZ
- Remote job
Curvion Blue is seeking a Senior Wealth Strategy Consultant to conduct 25–30 inbound Zoom consultations weekly with high-net-worth prospects. You’ll educate on retirement tax strategies, assess needs with a proven framework, and close opportunities as the primary closer, not the planner. The role emphasizes relationship building, trusted guidance, and educating clients over traditional selling, with extensive coaching and a fully remote setup. #J-18808-Ljbffr Curvion Blue
Vacancy posted 1 day ago
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