Inbound Senior Wealth Strategy Consultant — Remote
Surprise, Maricopa County, Arizona, 85374, USA
Listed on 2026-10-03
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Curvion Blue is seeking a Senior Wealth Strategy Consultant to conduct 25–30 inbound Zoom consultations weekly with high-net-worth prospects. You’ll educate on retirement tax strategies, assess needs with a proven framework, and close opportunities as the primary closer, not the planner.
The role emphasizes relationship building, trusted guidance, and educating clients over traditional selling, with extensive coaching and a fully remote setup.
This role, Inbound Senior Wealth Strategy Consultant — Remote at Curvion Blue, could be your next move.
We invite applications for the Inbound Senior Wealth Strategy Consultant — Remote position located in Phoenix, AZ, United States.
The following opening is for a Inbound Senior Wealth Strategy Consultant — Remote with Curvion Blue.
Our team is growing, and we are hiring a Inbound Senior Wealth Strategy Consultant — Remote in Phoenix, AZ, United States.
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