Resumen
Curvion Blue / Consultoría
Senior Wealth Strategy Consultant
nueva
- Remote · Indianapolis · +4
- Tiempo completo
- USD 90k – 300k/año
- Remoto
- Senior
- 5+ años de experiencia
Requisitos
- finanzas
- comunicación
- • 5+ años de experiencia
Suma si tenés
- crm
La búsqueda
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
-
Los datos de requisitos los extrae Maru del aviso: ante cualquier duda, manda el aviso original.