Senior Wealth Strategy Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct inbound consultations via Zoom with qualified prospects.

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

• Inform prospects about strategies for retirement tax mitigation and the concepts of Roth conversion planning.

• Create impactful “epiphany moments” that assist prospects in grasping the long-term consequences of their tax planning choices.

• Establish trust and credibility through effective, consultative communication.

• Assist prospects in navigating the decision-making process without using pressure-based sales methods.

• Diligently manage follow-up conversations and pipeline activities.

• Ensure accurate documentation and forecasting within the CRM system.

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

• Regularly meet or surpass revenue and close-rate objectives.

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

⛳️ Requirements

• CFP® designation in good standing (mandatory)

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

• Background in working with high-net-worth individuals

• Excellent consultative communication abilities

• Clean U4 regulatory history

• Confidence in presenting premium planning fees

• Strong executive presence and professionalism during Zoom interactions

• High emotional intelligence and effective active listening skills

• Strong discipline in follow-up and pipeline management

• Willingness to adopt a coachable mindset and adhere to 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

• Access to extensive coaching and ongoing development

• High-performance culture with no toxic sales pressure

• Opportunity to offer a service that truly transforms lives