Senior Wealth Strategy Consultant

About the Role

Day-to-day, you will conduct pre-scheduled Zoom consultations with prospective clients who have expressed interest in advanced retirement tax planning strategies. Your goal will be to assess their current situation, educate them on available strategies, and determine whether Curvion Blue's services are the right fit. A dedicated planning team will handle implementation after the client enrolls, allowing you to focus on what you do best: building trust and providing expert guidance.

Curvion Blue is part of the WFS Group, a company that specializes in outsourced sales solutions for fast-growing businesses. By partnering with innovative companies across various industries, WFS Group helps scale sales operations through world-class talent and infrastructure. This role offers the opportunity to work with a premier financial services partner that focuses on retirement tax planning and wealth strategy solutions.

What You Will Do

• Conduct 25-30 pre-scheduled Zoom consultations per week with high-net-worth prospects
• Use a proven diagnostic framework to assess each prospect's retirement situation and tax exposure risks
• Educate prospects on advanced 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 activities
• Collaborate with internal teams to ensure a seamless client experience
• Continuously update knowledge of tax planning strategies and industry developments

What We Are Looking For

• CFP (Certified Financial Planner) certification or similar financial planning credentials
• 5+ years of experience in financial planning, wealth management, or a related field
• Excellent communication and interpersonal skills, with the ability to build rapport with high-net-worth clients
• In-depth knowledge of retirement tax planning strategies, including Roth conversions and tax mitigation techniques
• Experience with consultative sales or a strong desire to transition into a consultative role
• Ability to work in a fast-paced, high-performance environment with a focus on results
• Strong analytical and problem-solving skills, with the ability to simplify complex financial concepts
• Proficiency in using digital tools and platforms for client communication and engagement

Nice to Have

• Previous experience in a remote or distributed work environment
• Familiarity with CRM software or similar tools for managing client interactions and pipelines
• Additional certifications, such as CPA (Certified Public Accountant) or CFA (Chartered Financial Analyst)
• Experience working with affluent clients or high-net-worth individuals
• Knowledge of marketing principles and how they apply to financial services

Benefits and Perks

• Competitive earning potential with a realistic range of $200K-$250K+
• 100% remote work environment, providing the flexibility to work from anywhere
• Ongoing coaching and development opportunities to enhance your skills and knowledge
• High-performance culture without toxic sales pressure, focusing on consultative sales and client satisfaction
• Opportunity to work with a fast-growing financial services company that specializes in retirement tax planning and wealth strategy solutions
• Access to cutting-edge technology and tools to support your work and client interactions
• Comprehensive benefits package, including health insurance, retirement plans, and paid time off

• Develop a strong understanding of retirement tax planning strategies, including Roth conversions and tax mitigation techniques, to effectively consult with high-net-worth clients.
• Practice your consultative communication skills to build trust and credibility with prospective clients.
• Ensure you have a professional, dedicated workspace for remote consultations, with minimal distractions and a reliable internet connection.
• Be prepared to provide specific examples of how you have helped clients achieve their financial goals in previous roles.
• Research Curvion Blue and the WFS Group to understand their mission, values, and unique selling proposition, demonstrating your enthusiasm and interest in the company during the application process.
• Prepare questions to ask during the interview, focusing on the company culture, expected outcomes, and opportunities for professional growth and development.