Senior Wealth Strategy Consultant - Inbound & Remote

Posted 9 days ago

curvion blueEl Paso (TX)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

Curvion Blue is seeking a Senior Wealth Strategy Consultant to join their inbound sales team in El Paso, Texas. This role focuses on consultative conversations with affluent retirees, guiding them through advanced retirement tax planning strategies. The ideal candidate is a CFP® professional with strong communication skills, who enjoys client interaction over traditional financial planning. The opportunity offers a flexible schedule and significant earning potential in a remote working environment. #J-18808-Ljbffr

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.