Curvion Blue is seeking a Senior Wealth Strategy Consultant to join a dynamic inbound sales team. In this role, you will engage in consultative conversations with high-net-worth retirees, providing them with retirement tax planning guidance.
The ideal candidate should hold a CFP® designation and possess at least 5 years of experience in a client-facing financial services role. This role offers a remote work opportunity and the potential for uncapped earnings based on performance.
#J-18808-LjbffrSenior Wealth Strategy Consultant - Inbound & Remote in jacksonville at Unknown Company
This position is listed as full time and able to be worked remotely.