Unknown Company

Inbound Senior Wealth Strategy Consultant — Remote

workfromhome, az • Posted Today
Remote Full Time Management & Strategy

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

Inbound Senior Wealth Strategy Consultant — Remote in workfromhome at Unknown Company

This position is listed as full time and able to be worked remotely.

Back to Job Search