Conduct inbound Zoom consultations with qualified prospects.
Use the client’s diagnostic framework to assess retirement planning concerns and tax exposure risks.
Educate prospects on retirement tax mitigation and Roth conversion planning concepts.
Create meaningful “epiphany moments” that help prospects understand the long-term impact of tax planning decisions.
Build trust and credibility through clear, consultative communication.
Guide prospects through the decision-making process without relying on pressure-based sales tactics.
Manage follow-up conversations and pipeline activity with discipline and consistency.
Maintain accurate CRM documentation and forecasting.
Participate in coaching sessions, team reviews, and ongoing training initiatives.
Consistently achieve or exceed revenue and close-rate targets.
Contribute positively to a high-performance, coachable team culture.

CFP® designation in good standing (non-negotiable)
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

Senior Wealth Strategy Consultant

Key skills