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Elite Inbound Wealth Strategy Consultant - Remote
Remote / Online - Candidates ideally in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-07-12
Miami, Miami-Dade County, Florida, 33222, USA
Listing for:
Curvion Blue
Remote/Work from Home
position Listed on 2026-07-12
Job specializations:
-
Business
Financial Advisor / Consultant
Job Description & How to Apply Below
WFS Group is seeking a Senior Wealth Strategy Consultant to conduct 25–30 pre-scheduled Zoom consultations weekly with high-net-worth prospects. You will educate on advanced retirement tax planning and Roth strategies, guiding decision-making with a consultative framework.
Ideal candidates enjoy client conversations over planning work, possess CFP® credentials, and excel in virtual communication. This role offers remote work, a premium earning potential, and a coaching-focused environment.
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