Senior Wealth Strategy Consultant

Audit

• Conduct inbound Zoom consultations with qualified prospects.
• Use the client’s diagnostic framework to assess retirement planning concerns and tax exposure risks.
• Educate prospects on retirement tax mitigation and Roth conversion planning concepts.
• Create meaningful “epiphany moments” that help prospects understand the long-term impact of tax planning decisions.
• Build trust and credibility through clear, consultative communication.
• Guide prospects through the decision-making process without relying on pressure-based sales tactics.
• Manage follow-up conversations and pipeline activity with discipline and consistency.
• Maintain accurate CRM documentation and forecasting.
• Participate in coaching sessions, team reviews, and ongoing training initiatives.
• Consistently achieve or exceed revenue and close-rate targets.
• Contribute positively to a high-performance, coachable team culture.

Qualifications

• CFP® designation in good standing (non-negotiable)
• 5+ years in a client-facing financial planning, advisory, or consultative financial services role
• Experience working with high-net-worth individuals
• Strong consultative communication skills
• Clean U4 regulatory history
• Confidence presenting premium planning fees
• Strong executive presence and professionalism on Zoom
• High emotional intelligence and active listening ability
• Strong follow-up discipline and pipeline management skills
• Coachable mindset with willingness to follow a proven process
• CRM experience preferred

Skills

• Natural trust builder
• Confident communicator
• Strong educator of complex financial concepts
• Effective relationship-driven communicator
• Willingness to educate rather than sell
• Desire for high earning potential
• Ability to thrive in high-performance environments

Benefits

• 100% remote environment
• 25-30 inbound consultations per week provided
• $200K-$250K+ realistic earning potential
• No cold calling or prospecting
• Sophisticated financial conversations with affluent clients
• High-ticket consultative sales environment
• Extensive coaching and ongoing development
• High-performance culture without toxic sales pressure
• Opportunity to sell a service that genuinely changes lives

Pay

$100,000.00 - $360,000.00 per year

Schedule

Remote