Wealth Strategy Consultant
US$90,000 – US$300,000 / yr base salary
Posted 17 Jun 2026
Advertised as “Senior Wealth Strategy Consultant”
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 5+ yrs
- Management level
- Individual contributor
- Employment
- Remote
- Contract
- Full-time
| Base salary | US$90,000 – US$300,000 / yr |
|---|
CertificationsCFP®
Job Description
One of Curvion Blue’s rapidly growing financial services clients is seeking highly consultative CFP® professionals to join their inbound sales team and help high net worth retirees make smarter retirement tax planning decisions.
This is NOT a traditional financial advisor role.
You will NOT be:
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Prospecting
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Cold calling
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Networking for referrals
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Managing assets
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Building financial plans
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Hunting for clients
Instead, you’ll spend your time having sophisticated consultative conversations with affluent retirees and pre-retirees who have already expressed interest in advanced retirement tax planning strategies.
This is a high-ticket inbound consultative sales role designed for CFP® professionals who genuinely enjoy client conversations, relationship-building, education, and helping prospects make informed financial decisions.
The ideal candidate is not a “hard closer.”
They are a trusted advisor, a confident communicator, and someone who can create genuine “aha moments” during the conversation.
If you’ve ever thought:
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“I’m great with clients but tired of building a book”
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“I love the conversations more than the planning work”
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“I’d earn significantly more if someone handed me qualified meetings”
…this may be exactly the opportunity you’ve been looking for.
A Snapshot of Curvion Blue:
Curvion Blue is a fast-paced, high-performance outsourced sales organization specializing in helping companies scale through world-class sales talent and infrastructure.
Think of us as an outsourced sales department for fast-growing businesses.
Our clients partner with us to recruit, train, and develop elite sales professionals who can represent their brands at the highest level. We work with innovative companies across multiple industries that rely on consultative sales environments and premium client experiences.
This opportunity is with one of our premier financial services partners specializing in retirement tax planning and wealth strategy solutions.
Position Overview:
As a Senior Wealth Strategy Consultant, you will conduct 25-30 pre-scheduled Zoom consultations per week with high-net-worth prospects generated directly through the client’s marketing engine.