Senior Wealth Strategy Consultant

About This Gig

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 th

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