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Financial Planner

Employer
Q3 Advisors
Location
Remote
Salary
Commission $170,000-$230,000
Closing date
Mar 21, 2024

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Job Role
Financial Advisor
Employment Type
Contract
Level
Experienced
Experience Level
10 or more years
CFP® Certification
Required

Are you a financial advisor feeling exhausted from being caught up in the sales cycle? Are you a CFP tired of chasing leads and cold calling to set appointments? If you are passionate about planning and want to connect with high-quality prospects, we have an opportunity for you.

We are currently building a team of experienced CFPs who will provide personalized fee-only retirement planning advice to clients nationwide. We will schedule ten appointments with qualified millionaires on your calendar every week and provide training to help you close 30% to 40% of these appointments.

You will specialize in working with individuals aged 59 to 75, having at least $1 million in retirement assets. Your focus will be on comprehensive financial planning, without engaging in product sales or investment management.

Our marketing approach is highly specialized, backed by proprietary processes and software to maximize client assets and tax savings. As part of our team, you will act as a 'pure' fiduciary, working from home on a flexible schedule and earning a six-figure income.

Key Qualifications:

  • A positive attitude
  • Dedication to serving clients
  • Ability to remain humble
  • Strong consultative and communication skills
  • Active CFP® designation
  • Clean regulatory history
  • Minimum of ten years of industry experience

If you meet these qualifications and are interested, please submit your resume. We will be in touch to discuss the next steps.

About Q3 Advisors: Q3 Advisors is an independent RIA specializing in retirement planning and tax strategies, known for our trademarked process, Rothology™. As a fee-only firm, we offer consulting services and educational programs to clients throughout the U.S.

Our focus is on retirement planning and strategic Roth conversion consulting for clients seeking significant tax savings. On average, our clients save over $2 million in taxes during their lifetime without compromising their tax-adjusted net worth. To date, we have facilitated over $430 million in tax savings for our clients.

Unlike traditional financial advisors, we do not sell financial products or manage client funds. Our mission is to place objective fiduciary advisors across the country, assisting families with critical financial decisions.

At Q3 Advisors, we pride ourselves on earning fair fees and providing sound advice backed by solid quantitative data, resulting in strong client relationships and improved lives.

If you're looking for a commission position and want to be part of a team making a meaningful impact, we welcome you to join us. Please review these videos to confirm your interest in this position.

COMMISSION BASED POSITION

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