Senior Wealth Strategy Consultant

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The WFS Group

WebsiteLinkedInAll Job Openings

1 - 10 employees

🤝 B2B

🏢 Enterprise

🎯 Recruiter

B2B • Enterprise • Recruitment

The WFS Group is a company specializing in the recruitment, training, and management of sales teams on a performance-only basis. They focus on enabling businesses to concentrate on their core functions while they handle the sales aspect, driving revenue and promoting aggressive growth with enterprise-level sales operations that require no overhead. Clients only pay for results, making their services cost-effective and performance-driven.

📋 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