Job Detail

Financial Planner - Fee Only

Financial Planner - Fee Only

Q3 Advisors

Remote

Job ID : 374f2f7156306c306c41427a2f396d2f46673d3d

Job Description :

What if we could give you 12 new qualified prospects every week that are eager to talk to you? And what if those conversations resulted in 10 new clients every month?

The CFPs we want to talk to are those who love financial planning, but have grown weary of the ’sales’ culture of financial planning. We do not sell financial products or manage investment portfolios.

We are assembling a team of experienced CFPs and CPAs to deliver personalized fee-only retirement planning advice to Americans all over the country. You'll come into our RIA and we'll provide 10-15 highly qualified prospects each week who have already asked for a time on your calendar.

  • You'll work in a narrow niche of people between the ages of 59 & 75, with at least $1 million in retirement assets.
  • You'll offer input in every area of financial planning, but with no product sales or investment management.
  • Our marketing is very niche focused and supported with a proprietary process and proprietary software to maximize the client's assets and tax savings.

If you want to be a 'pure' fiduciary, work full time from home on your own schedule, and make a six figure income; then we'd love to talk.

Here are the qualifications:

  • A great attitude.
  • Desire to serve clients
  • Can keep your ego in check
  • Good consultative and communication skills
  • Have your CFP® designation in good standing
  • A clean history with regulators
  • At least ten years experience in the industry

Submit a resume and we'll be in touch to show you the next steps...!

Q3 Advisors - Leading Clients to a Tax-Free Future

Q3 Advisors is an independent RIA that specializes in retirement planning and tax strategies through a trademarked process we call Rothology™. We are a fee-only firm providing consulting services and educational programs to clients all across the U.S.

We specialize in retirement planning and strategic Roth conversion consulting services to savers best positioned to save a huge amount of taxes. Our average client saves over $2 million in taxes over their lifetime with little or no decrease in their tax adjusted net worth. We have logged over $430 million in tax savings for our clients.

We do not sell financial products, nor do we desire to manage our client's money.

We are specialists in the retirement planning space. A clear voice of direction in a field that is congested with 'advisors' selling life insurance, annuities and fees on other products.

Our mission is to plant truly objective fiduciary advisors all across the country to assist families when making some of the biggest financial decisions of their lives.

What we lack in being compensated tens of thousands in commissions, we make up for by earning a fair fee and the confidence that we've always improved the lives of our clients.

Our advisors have a very streamlined and time efficient operational flow; no applications, no transfers, no investment performance apologies. Just great relationships and advice - backed by solid quantitative data.

Compensation: 100% Commission

Job Type: Full-time

Pay: $155,000.00 - $215,000.00 per year

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Commission pay

Experience:

  • Financial planning: 10 years (Required)

License/Certification:

  • CFP® (Required)

Work Location: Remote

Company Details :

Name : Q3 Advisors

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Details

: Remote

: 155000 - 215000 USD ANNUAL

: Today

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