Jobs › US jobs › Senior Wealth Strategy Consultant

Senior Wealth Strategy Consultant

Curvionblue · Remote · All 16 Curvionblue jobs

Work pattern
Remote
Employment
Permanent
Level
Senior
Posted
17 Jun 2026

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Required skills, as the advert states them

  • Tax
  • Communication Skills
  • Mentoring

Nice to have

  • Cold Calling
  • Networking
  • CRM
  • Forecasting
  • Business Development

About this opportunity

JOB DESCRIPTION One of WFS Group’s rapidly growing financial services clients is seeking highly consultative CFP® professionals to join their inbound sales team and help high net worth retirees make smarter retirement tax planning decisions. This is NOT a traditional financial advisor role.

Read the full advert and apply on Curvionblue's site →

Collected from Curvionblue's own careers site (Ashby). Posted 17 Jun 2026. TUNAI shows an excerpt and the facts it read from the advert; the employer's page has the full description and the application.