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Senior Wealth Strategy Consultant - Inbound & Remote
Remote / Online - Candidates ideally in
Jacksonville, Duval County, Florida, 32290, USA
Listed on 2026-07-14
Jacksonville, Duval County, Florida, 32290, USA
Listing for:
Curvion Blue
Remote/Work from Home
position Listed on 2026-07-14
Job specializations:
-
Business
Financial Advisor / Consultant
Job Description & How to Apply Below
Curvion Blue is seeking a Senior Wealth Strategy Consultant to join a dynamic inbound sales team. In this role, you will engage in consultative conversations with high-net-worth retirees, providing them with retirement tax planning guidance.
The ideal candidate should hold a CFP® designation and possess at least 5 years of experience in a client-facing financial services role. This role offers a remote work opportunity and the potential for uncapped earnings based on performance.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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