Senior Wealth Strategy Consultant
Curvion Blue
Nashville, TN, US
Onsite
$90k–$360k · announced
2026-06-18
What this role pays in Nashville
$67K - $125K
Low
$67K
Median
$93K
High
$125K
Official salary benchmark · BLS OEWS 2025
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Job description
**Job Description**
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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:**
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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 part