Remote Senior Wealth Strategy Consultant: Inbound Retirement

Posted yesterday

curvion blueBoise (ID)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$100,000 per year

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About the role

Curvion Blue is seeking a Senior Wealth Strategy Consultant to conduct consultations with high-net-worth individuals regarding retirement tax planning. This role revolves around sophisticated discussions rather than traditional sales tactics, focusing on guiding clients through their decisions. With compensation ranging from $100,000 to $360,000 per year, this remote position allows for a flexible schedule, targeting experienced CFP® professionals who excel in consultative communication.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.