Wealth Strategy Consultant jobs in United States
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Cannon Capital Group · 17 hours ago

Wealth Strategy Consultant

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level

Cannon Capital Group is building a private wealth strategy platform designed for consultants who want to operate beyond traditional product-focused roles. The role involves building relationships, guiding clients through high-level wealth conversations, and delivering structured wealth strategies with the support of an internal team.

Financial Services

Responsibilities

Build relationships with clients
Guide clients through high-level wealth conversations
Deliver structured wealth strategies

Qualification

Financial services experienceClient-facing advisory rolesLife producer licenseCommunication skillsConsultative mindsetSelf-motivated

Required

Experience in financial services, consulting, or client-facing advisory roles
Life producer licensed professionals (or actively in process) encouraged to apply
Strong communication skills and a consultative mindset
Self-motivated individuals who value autonomy with real support

Company

Cannon Capital Group

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Cannon Capital Group transforms financial futures for individuals, families, and business owners with distinctive, dependable strategies.
dateFounded in 2024
location
Miami, FL, US
people-size2-10 employees
web-link
https://www.cannon-capital-group.com

Funding

Current Stage
Early Stage
Company data provided by crunchbase