Senior Wealth Strategy Consultant - Inbound Tax Planning
Listed on 2026-10-07
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Finance & Banking
Wealth Management
Curvion Blue is seeking a Senior Wealth Strategy Consultant to help high-net-worth retirees with their retirement tax planning. The role involves conducting 25-30 pre-scheduled Zoom consultations per week, utilizing a proven consultative framework to assess prospects' needs.
The ideal candidate should have a CFP® designation and 5+ years of relevant experience. This position offers an outstanding earning potential of $200K–$250K+ in a 100% remote environment.
Are you ready to take on the Senior Wealth Strategy Consultant
- Inbound Tax Planning role at Curvion Blue?
The following opening is for a Senior Wealth Strategy Consultant
- Inbound Tax Planning with Curvion Blue.
Our organisation is growing, and we are hiring a Senior Wealth Strategy Consultant
- Inbound Tax Planning in Sacramento, CA, United States.
This opening is for the Senior Wealth Strategy Consultant
- Inbound Tax Planning role at Curvion Blue.
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