Senior Wealth Strategy Consultant

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. This is a high-ticket inbound consultative sales role designed for CFP professionals who genuinely enjoy client conversations, relationship-building, education, and helping prospects make informed financial decisions. The ideal candidate is not a hard closer. They are a trusted advisor, a confident communicator, and someone who can create genuine aha moments during the conversation. If you ve ever thought: • I m great with clients but tired of building a book • I love the conversations more than the planning work • I d earn significantly more if someone handed me qualified meetings ...this may be exactly the opportunity you ve been looking for. A Snapshot of WFS Group: WFS Group is a fast-paced, high-performance outsourced sales organization specializing in helping companies scale through world-class sales talent and infrastructure. Think of us as an outsourced sales department for fast-growing businesses. Our clients partner with us to recruit, train, and develop elite sales professionals who can represent their brands at the highest level. We work with innovative companies across multiple industries that rely on consultative sales environments and premium client experiences. This opportunity is with one of our premier financial services partners specializing in retirement tax planning and wealth strategy solutions. Position Overview: As a Senior Wealth Strategy Consultant, you will conduct 25-30 pre-scheduled Zoom consultations per week with high-net-worth prospects generated directly through the client s marketing engine. These are warm, inbound conversations with individuals typically: • Ages 59-75 • Holding $1M-$5M+ in retirement assets • Actively seeking retirement tax planning guidance Using the client s proven consultative framework, you ll assess each prospect s retirement situation, educate them on advanced tax planning strategies, and help them determine whether the process is the right fit. You are the closer, not the planner. A dedicated planning team handles implementation after the client enrolls. This role is ideal for professionals who: • Communicate with confidence • Build trust naturally • Simplify complex financial concepts • Thrive in relationship-driven conversations • Enjoy educating more than selling • Want the earning upside of sales without the grind of prospecting Why Top Performers Love This Opportunity: • 100% remote environment • 25-30 inbound consultations per week provided • $200K-$250K+ realistic earning potential • No cold calling or prospecting • Sophisticated financial conversations with affluent clients • High-ticket consultative sales environment • Extensive coaching and ongoing development • High-performance culture without toxic sales pressure • Opportunity to sell a service that genuinely changes lives Major Roles & Responsibilities: • 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. Professionals Who Tend To Thrive Here: • CFP professionals who enjoy client conversations more than building plans • Advisors tired of prospecting and business development • Consultants who naturally create trust and clarity • Professionals with strong executive presence on Zoom • Financial professionals who enjoy educating more than selling • Relationship-driven communicators with strong emotional intelligence • Advisors who want to maximize income without managing assets • Highly coachable professionals who thrive within proven systems Requirements: • ...