[Remote] Senior Wealth Strategy Consultant

Note: The job is a remote job and is open to candidates in USA. Curvion Blue is a rapidly growing financial services organization seeking a Senior Wealth Strategy Consultant to join their inbound sales team. This role focuses on conducting pre-scheduled Zoom consultations with high-net-worth individuals to provide retirement tax planning guidance without traditional prospecting responsibilities.ResponsibilitiesConduct inbound Zoom consultations with qualified prospectsUse the client’s diagnostic framework to assess retirement planning concerns and tax exposure risksEducate prospects on retirement tax mitigation and Roth conversion planning conceptsCreate meaningful “epiphany moments” that help prospects understand the long-term impact of tax planning decisionsBuild trust and credibility through clear, consultative communicationGuide prospects through the decision-making process without relying on pressure-based sales tacticsManage follow-up conversations and pipeline activity with discipline and consistencyMaintain accurate CRM documentation and forecastingParticipate in coaching sessions, team reviews, and ongoing training initiativesConsistently achieve or exceed revenue and close-rate targetsContribute positively to a high-performance, coachable team cultureSkillsCFP® designation in good standing (non-negotiable)5+ years in a client-facing financial planning, advisory, or consultative financial services roleExperience working with high-net-worth individualsStrong consultative communication skillsClean U4 regulatory historyConfidence presenting premium planning feesStrong executive presence and professionalism on ZoomHigh emotional intelligence and active listening abilityStrong follow-up discipline and pipeline management skillsCoachable mindset with willingness to follow a proven processCRM experience preferredBenefitsOffers Commission100% remote environment25-30 inbound consultations per week provided$200K-$250K+ realistic earning potentialNo cold calling or prospectingSophisticated financial conversations with affluent clientsHigh-ticket consultative sales environmentExtensive coaching and ongoing developmentHigh-performance culture without toxic sales pressureOpportunity to sell a service that genuinely changes livesFlexible ScheduleCompany OverviewCurvion Blue is a RevOps Intelligence firm that installs and deploys enterprise-grade, AI-driven revenue engines and selling systems for the middle market. It was founded in undefined, and is headquartered in , with a workforce of 201-500 employees. Its website is https://www.curvionblue.com.