Scaling Sales Ops, Effortlessly
Senior Wealth Strategy Consultant
Location
United States
Posted
1 day ago
Salary
$100K - $360K / year
Seniority
Senior
Job Description
Senior Wealth Strategy Consultant
The WFS Group
• 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.
Job Requirements
- 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
Benefits
- 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
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Principal Multimedia Designer, Creative Strategy And Enablement
USA TODAYUSA TODAY is an award-winning, nationally renowned, multiplatform news and information company. Founded in 1982, USA TODAY is owned by Gannett Co. Inc. and, as
Title: Principal Multimedia Designer, Creative Strategy And Enablement Location: United States Job Description: USA TODAY Co., Inc. is a diversified media company with expansive reach at the national and local level dedicated to empowering and enriching communities. We seek to inspire, inform, and connect audiences as a sustainable, growth focused media and digital marketing solutions company. Through our trusted brands, including the USA TODAY NETWORK, comprised of the national publication, USA TODAY, and local media organizations, including our network of local properties, in the United States, and Newsquest, a wholly-owned subsidiary operating in the United Kingdom, we provide essential journalism, local content, and digital experiences to audiences and businesses. We deliver high-quality, trusted content with a commitment to balanced, unbiased journalism, where and when consumers want to engage. Our digital marketing solutions brand, LocaliQ, supports small and medium-sized businesses with innovative digital marketing products and solutions. USA TODAY Co. open roles are featured on various external job boards. When applying to a position at USA TODAY Co., you should be completing an application on USA TODAY Co. Careers via Dayforce. Job postings directing you to complete an application on other external sites may not be valid. If you are a California resident, you acknowledge that by applying for a job with us, this California Job Applicant Privacy Notice will apply to our collection, use, and disclosure of your personal information. To connect with us, visit www.usatodayco.com designIQ is a full-service creative, design, and pre-media group supporting internal and external partners across print, digital, social, video, branding, campaign creative, imaging, and ad production services. Our work ranges from high-volume production to agency-level creative solutions. That includes print and digital advertising, social media creative, short-form video, logos, brand identity systems, company stationery, branded materials, direct mail, billboards, packaging, product design, glossy and newsprint products, campaign assets, and custom creative solutions. We’re looking for a senior creative leader who can operate beyond execution. This person will serve as creative counsel to the Sr. Director of Creative Operations, support sales and partner conversations, help shape creative standards, and assist with training and enablement across the creative operation. This role is ideal for someone who can think like an agency creative, work like a production expert, communicate like a client-facing partner, and help move a large creative operation forward. Role Summary: - The Principal Multimedia Designer, Creative Strategy & Enablement is a highly experienced creative professional responsible for supporting elevated creative work, client-facing creative conversations, internal training, sales enablement, and quality improvement across designIQ. - This role sits at the intersection of creative strategy, multimedia design, production excellence, client consultation, and operational enablement. 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Key Responsibilities: - Serve as creative counsel and strategic design partner to the Sr. Director of Creative Operations. - Support sales calls, discovery calls, partner meetings, and client-facing conversations where creative expertise is needed. - Help translate client goals, sales objectives, and business challenges into clear creative recommendations. - Provide creative direction and guidance on complex, high-value, or strategically important work. - Create, review, or advise on agency-level creative across print, digital, social, video, branding, direct mail, billboards, packaging, product design, glossy publications, newsprint products, and campaign-based deliverables. - Assist in shaping creative approaches for new business opportunities, partner onboarding, premium creative services, and custom creative requests. - Help determine whether a creative request belongs in standard production, premium creative, Studio-level work, or a custom scope. - Support the development of creative briefs, intake standards, client discovery questions, and creative readiness requirements. - Join internal planning meetings to represent creative quality, design feasibility, production needs, and client experience. - Partner with sales and customer-facing teams to explain design recommendations, creative limitations, available solutions, and best-fit options. - Present and explain creative work, design direction, and creative recommendations to internal and external stakeholders. - Create polished finished creative when needed, especially for strategic work, sample work, pitch support, training examples, or high-priority client needs. - Assist with creative training across the operation, including design fundamentals, multimedia best practices, AI-assisted workflows, social creative, video, brand consistency, production standards, and quality expectations. - Help develop training materials, creative playbooks, design examples, before-and-after reviews, checklists, templates, and quality standards. - Mentor designers and creative team members by providing thoughtful feedback, coaching, and design guidance. - Review creative work for concept, execution, accuracy, visual hierarchy, brand alignment, production readiness, and overall effectiveness. - Help identify quality gaps, workflow issues, training needs, and recurring creative weaknesses across the operation. - Use AI-assisted creative tools to improve ideation, versioning, image exploration, workflow efficiency, and scalable creative output. - Guide responsible use of AI across creative work, making sure final output remains accurate, brand-safe, original, legally appropriate, and professionally finished. - Stay current on design trends, digital advertising trends, social media formats, video trends, AI tools, print production practices, and evolving client expectations. - Support the creation of scalable templates, design systems, campaign frameworks, and repeatable creative solutions. - Design with performance in mind, including audience behavior, offer clarity, mobile-first composition, visual hooks, readability, and conversion-focused calls to action. - Apply accessibility-minded design practices, including legibility, contrast, hierarchy, mobile readability, and inclusive digital design principles. - Serve as a trusted creative voice in conversations about workflow, staffing, capabilities, quality, training, AI adoption, and creative operations strategy. 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Portfolio RequirementsL - Applicants must submit a portfolio that demonstrates: - Advanced print and digital advertising work. - Branding, logo, or identity system work. - Social media and digital campaign creative. - Agency-level creative, such as billboards, direct mail, packaging, product design, branded materials, signage, glossy layouts, newsprint layouts, campaign assets, or client presentations. - Strong typography, layout, composition, and visual hierarchy. - Ability to create finished work from limited direction. - Examples of campaign thinking, concept development, or multi-channel creative. - Examples of performance-minded creative, audience-focused design, or conversion-driven layout. - Video, motion, animation, or multimedia samples preferred. - Training, presentation, creative review, or before-and-after examples preferred. - AI-assisted creative examples are welcome when the candidate can explain their process, judgment, and role in the final work. #LI-REMOTE #LOCALiQ #LI-LL The annualized base salary for this role will be $70 000,00 - $85,000.00. Variable compensation is not reflected in these figures and based on the role, may be applicable. Exact compensation may vary based on skills, experience, location, and union representation, if applicable. USA TODAY Co., Inc. is a proud equal opportunity employer committed to building and maintaining a diverse workforce. As such, we will consider all qualified applicants for employment and do not discriminate in connection with employment decisions on the basis of an applicant or employee’s race, color, national origin, ethnicity, ancestry, citizenship status, sex, gender, gender identity, gender expression, religion, age, marital status, personal appearance (including height and weight), sexual orientation, family responsibilities, physical or mental disability, medical condition, pregnancy status (including childbirth, breastfeeding or related medical conditions), education, genetic characteristics or information, political affiliation, military or veteran status or other classifications protected by applicable federal, state and local laws in the jurisdictions where USA TODAY Co. employs employees.
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