Senior Wealth Strategy Consultant

About the role

This is NOT a traditional financial advisor role. You will NOT be: Prospecting, Cold calling, Networking for referrals, Managing assets, Building financial plans, 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.

Responsibilities

• Conduct 25-30 pre-scheduled Zoom consultations per week with high-net-worth prospects generated directly through the client's marketing engine.
• 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.

Requirements

• 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