Curvion Blue · Remote

Senior Wealth Strategy Consultant

Full-time Finance Posted 2026-06-18

About this role

Job DescriptionOne of WFS Group's rapidly growing financial services clients is seeking highly consultative CFP® professionals to join their inbound sales team and help high net worth retirees make smarter retirement tax planning decisions.

Skills & keywords

Client communicationSales & negotiationWorking with dataProblem-solvingTeaching & coaching

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