Senior Wealth Strategy Consultant

Curvion Blue

5d•$90,000 - $300,000•Remote

About The Position

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. Instead, you’ll spend your time having sophisticated consultative conversations with affluent retirees and pre-retirees who have already expressed interest in advanced retirement tax planning strategies. This is a high-ticket inbound consultative sales role designed for CFP® professionals who genuinely enjoy client conversations, relationship-building, education, and helping prospects make informed financial decisions. The ideal candidate is not a “hard closer.” They are a trusted advisor, a confident communicator, and someone who can create genuine “aha moments” during the conversation. This opportunity is with one of their premier financial services partners specializing in retirement tax planning and wealth strategy solutions. As a Senior Wealth Strategy Consultant, you will conduct 25-30 pre-scheduled Zoom consultations per week with high-net-worth prospects generated directly through the client’s marketing engine. These are warm, inbound conversations with individuals typically: Ages 59-75, Holding $1M-$5M+ in retirement assets, Actively seeking retirement tax planning guidance. Using the client’s proven consultative framework, you’ll assess each prospect’s retirement situation, educate them on advanced tax planning strategies, and help them determine whether the process is the right fit. You are the closer, not the planner. A dedicated planning team handles implementation after the client enrolls.

Requirements

CFP® designation in good standing (non-negotiable)
5+ years in a client-facing financial planning, advisory, or consultative financial services role
Experience working with high-net-worth individuals
Strong consultative communication skills
Clean U4 regulatory history
Confidence presenting premium planning fees
Strong executive presence and professionalism on Zoom
High emotional intelligence and active listening ability
Strong follow-up discipline and pipeline management skills
Coachable mindset with willingness to follow a proven process
CRM experience preferred

Nice To Haves

You naturally build trust quickly with people
You’re confident without being overly aggressive
You enjoy educating and guiding people through financial decisions
You have strong executive presence and communication skills
You’re tired of building a book from scratch
You want inbound opportunities instead of endless prospecting
You’re intellectually curious and financially sophisticated
You thrive in high-performance environments
You want uncapped earning potential tied to performance

Responsibilities

Conduct inbound Zoom consultations with qualified prospects.
Use the client’s diagnostic framework to assess retirement planning concerns and tax exposure risks.
Educate prospects on retirement tax mitigation and Roth conversion planning concepts.
Create meaningful “epiphany moments” that help prospects understand the long-term impact of tax planning decisions.
Build trust and credibility through clear, consultative communication.
Guide prospects through the decision-making process without relying on pressure-based sales tactics.
Manage follow-up conversations and pipeline activity with discipline and consistency.
Maintain accurate CRM documentation and forecasting.
Participate in coaching sessions, team reviews, and ongoing training initiatives.
Consistently achieve or exceed revenue and close-rate targets.
Contribute positively to a high-performance, coachable team culture.