Senior Wealth Strategy Consultant

Job not on LinkedIn

🔥 57 minutes ago

🌵 Arizona, California, +14 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🐊 Florida – Remote 🌽 Illinois – Remote 🎰 Nevada – Remote 🌶️ New Mexico – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote 🔔 Pennsylvania – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ☕ Washington – Remote

💵 $100k - $360k / year

⏰ Full Time

🟠 Senior

🧐 Strategy

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Curvion Blue

WebsiteLinkedInAll Job Openings

2 - 10 employees

💼 Consulting

🤝 B2B

🤖 Artificial Intelligence

Consulting • B2B • Artificial Intelligence

Curvion Blue is a RevOps intelligence and sales augmentation firm that designs, builds, and operates enterprise-grade, AI-driven revenue engines and full-stack sales systems for growth-focused, middle-market companies. They provide end-to-end outsourced sales execution (SDR and AE deployment, account management), RevOps as a service (CRM implementation and management, automation, reporting), GTM strategy and revenue enablement, sales recruiting and enablement, and custom AI "revenue agents" that automate and optimize pipeline generation, predictive scoring, and revenue workflows. Curvion Blue combines strategy, talent, systems integration (HubSpot and other tech stacks), and human-in-the-loop AI to deliver predictable, scalable revenue operations and sales performance.

📋 Description

• 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.

🎯 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

🏖️ Benefits

• 100% remote environment • 25-30 inbound consultations per week provided • $200K-$250K+ realistic earning potential • No cold calling or prospecting • Sophisticated financial conversations with affluent clients • High-ticket consultative sales environment • Extensive coaching and ongoing development • High-performance culture without toxic sales pressure • Opportunity to sell a service that genuinely changes lives