What are the responsibilities and job description for the Remote Inbound Tax-Driven Wealth Strategy Consultant position at Curvion Blue?
Curvion Blue is hiring a Senior Wealth Strategy Consultant to engage affluent retirees in consultative tax planning discussions. In this remote role, you'll conduct 25–30 Zoom consultations weekly with high-net-worth individuals seeking guidance on retirement strategies.
The role offers a flexible schedule and realistic earning potential of $200K–$250K. Ideal candidates have a CFP® designation, extensive client-facing experience, and the ability to foster trust with clients without cold calling or pressure tactics.
The role offers a flexible schedule and realistic earning potential of $200K–$250K. Ideal candidates have a CFP® designation, extensive client-facing experience, and the ability to foster trust with clients without cold calling or pressure tactics.
Salary : $200,000 - $250,000