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Job description
Curvion Blue is seeking a Senior Wealth Strategy Consultant to conduct 25–30 inbound Zoom consultations weekly with high-net-worth prospects. You’ll educate on retirement tax strategies, assess needs with a proven framework, and close opportunities as the primary closer, not the planner.
The role emphasizes relationship building, trusted guidance, and educating clients over traditional selling, with extensive coaching and a fully remote setup.
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Worksite address
workfromhome, AZ, 85003, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.