WFS Group seeks a Senior Wealth Strategy Consultant to conduct 25–30 inbound Zoom consultations weekly with high-net-worth prospects. You will educate on retirement tax mitigation and Roth conversion strategies, aiming to close opportunities through consultative dialogue rather than hard selling.
Ideal candidates are CFP® professionals with strong communication, trust-building, and relationship management skills, who thrive in a high-performance, coaching-driven environment and prefer inbound
#J-18808-LjbffrRemote Senior Wealth Strategy Consultant – Inbound Tax Planning in austin at Unknown Company
This position is listed as full time and onsite.