Senior Wealth Strategy Consultant - Inbound & Remote
Scranton, Lackawanna County, Pennsylvania, 18512, USA
Listed on 2026-09-25
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Curvion Blue is seeking a Senior Wealth Strategy Consultant to join their team focusing on retirement tax planning. The position entails conducting 25-30 pre-scheduled Zoom consultations weekly with high-net-worth individuals, helping them navigate comprehensive tax strategies.
The ideal candidate holds a CFP® designation and has over five years of experience in a client-facing financial role. This consultative sales position allows for flexible scheduling and offers uncapped earning potential based on performance.
Join us at Curvion Blue as our next Senior Wealth Strategy Consultant
- Inbound & Remote in PA, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Wealth Strategy Consultant
- Inbound & Remote role in the description above.
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