Curvion Blue in Indianapolis is seeking 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. The position offers flexible scheduling and a remote work environment with uncapped earning potential.
#J-18808-LjbffrRemote Senior Wealth Strategy Consultant: Inbound Retirement in indianapolis at Unknown Company
This position is listed as full time and able to be worked remotely.