Senior Wealth Strategy Consultant
remotesenior$90K – $300K
via Ashby
About this role
JOB DESCRIPTION
One 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.
This is NOT a traditional financial advisor role.
You will NOT be:
- Prospecting
- Cold calling
- Networking for referrals
- Managing assets
- Building financial plans
- Hunting for clients
Instead, you’ll spend your time having sophisticated consultative conversations with affluent retirees and pre-retirees who have already expressed interest in advanced retirement tax planning strategies.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: zoom
2
Level fit
This role is senior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is remote-eligible — we factor in your stated location and time-zone overlap.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
zoom