Senior Wealth Strategy Consultant

Curvion Blue

Phoenix, Maricopa County230522 - 230522📅 25/10/2026

Descripción

Job Description One of Curvion Blue’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 conversati…

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