Senior Wealth Strategy Consultant

3 days ago

Jacksonville, FL, United States Curvion Blue Full-time $100,000 - $360,000

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.

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