Senior Wealth Strategy Consultant
$100,000–$360,000 year
Remote · United States or Chicago, Illinois, United States
Job Summary
Senior Wealth Strategy Consultant conducts 25-30 pre-scheduled Zoom consultations per week with high-net-worth prospects generated via the client’s marketing engine. These are warm, inbound conversations with affluent retirees and pre-retirees seeking retirement tax planning guidance. Educates prospects on retirement tax mitigation and Roth conversion planning concepts, builds trust through clear, consultative communication, and guides decision-making without relying on pressure-based tactics. The role emphasizes inbound opportunities, sophisticated conversations, and the earning upside of sales within a high-performance, coachable team culture. This is a 100% remote, independent contractor (1099) position with flexible scheduling and no prospecting requirement. Requires CFP® designation, 5+ years of relevant experience, and strongZoom presence; compensation ranges from $100K to $360K per year.
Required Qualifications
- CFP® designation in good standing
- 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
Desired Qualifications
- CFP® designation in good standing
- 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
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.