Senior Wealth Strategy Consultant

This is a fully remote position, open to applicants in Arizona, +15 more states.

📋 Description

• Conduct inbound Zoom consultations with qualified prospects.

• Utilize the client's diagnostic framework to evaluate retirement planning concerns and tax exposure risks.

• Educate prospects about retirement tax mitigation strategies and Roth conversion planning concepts.

• Foster significant "epiphany moments" that enable prospects to comprehend the long-term effects of tax planning decisions.

• Establish trust and credibility through effective, consultative communication.

• Assist prospects in navigating the decision-making process without employing pressure-based sales tactics.

• Manage follow-up discussions and pipeline activities with discipline and consistency.

• Keep precise CRM documentation and forecasting.

• Engage in coaching sessions, team reviews, and continuous training initiatives.

• Consistently meet or surpass revenue and close-rate goals.

• Positively contribute to a high-performance, coachable team culture.

⛳️ Requirements

• CFP® designation in good standing (non-negotiable).

• Over 5 years in a client-facing financial planning, advisory, or consultative financial services role.

• Experience working with high-net-worth individuals.

• Excellent consultative communication skills.

• Clean U4 regulatory history.

• Confidence in presenting premium planning fees.

• Strong executive presence and professionalism on Zoom.

• High emotional intelligence and active listening skills.

• Strong discipline in follow-up and pipeline management.

• Willingness to adopt a coachable mindset and follow a proven process.

• CRM experience is preferred.

🏝️ Benefits

• 100% remote work environment.

• 25-30 inbound consultations per week provided.

• Realistic earning potential of $200K-$250K+.

• No cold calling or prospecting required.

• Engage in sophisticated financial discussions with affluent clients.

• High-ticket consultative sales environment.

• Extensive coaching and ongoing professional development.

• High-performance culture without toxic sales pressure.

• Opportunity to offer a service that truly transforms lives.