Senior Wealth Strategy Consultant

One of Curvion Blue’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.

You will NOT be:

• Prospecting
• Cold calling
• Networking for referrals
• Managing assets
• Building financial plans
• Hunting for clients

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".

If you've ever thought:

• I'm great with clients but tired of building a book
• I love the conversations more than the planning work
• I’d earn significantly more if someone handed me qualified meetings …this may be exactly the opportunity you've been looking for.

Curvion Blue is a fast-paced, high-performance outsourced sales organization specializing in helping companies scale through world-class sales talent and infrastructure.

Think of us as an outsourced sales department for fast-growing businesses.

Our clients partner with us to recruit, train, and develop elite sales professionals who can represent their brands at the highest level. We work with innovative companies across multiple industries that rely on consultative sales environments and premium client experiences.

This opportunity is with one of our 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.

This role is ideal for professionals who:

• Communicate with confidence
• Build trust naturally
• Simplify complex financial concepts
• Thrives in relationship-driven conversations
• Enjoy educating more than "selling"
• Want the earning upside of sales without the grind of prospecting

• 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

• 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…