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Q3 Advisors · 1 month ago

Financial Planner

United States

Full-time

Remote

Senior Level

$200K/yr - $300K/yr

5+ years exp

Q3 Advisors is an independent RIA specializing in retirement planning and tax strategies. The Financial Planner will provide personalized retirement planning advice, enhance client relationships, and utilize a proven marketing program to connect with qualified clients seeking financial planning services.

AdviceConsultingFinancial ServicesLegalRetirementWealth Management

Responsibilities

Work as a team with our existing advisors to deepen existing client relationships

Work with our database of unassigned clients

Effectively communicate with existing clients using different methods, such as phone, email, text, video meetings

Take pre-scheduled meetings via zoom and phone calls daily

Establish a professional frame in the beginning of each call

Figure out if the root of their challenges can be solved through our programs

Meet with pre-scheduled prospects from our marketing efforts

Educate each client on our philosophy related to solving their problems

Explain how our programs solve their problems

Set proper expectations for services we provide

Handle objections

Schedule follow up meetings with clients who are still interested but haven’t made a decision

Send relevant materials to prospects and clients to continue educating them on our services

Communicate with prospects between meetings to ensure high show up rates

Provide feedback to Director of Financial Planning and Operations

Prospect for new clients using our CRM & call software

Maintain Monthly Key Performance Indicators

Follow and maintain all admin related processes

Attend weekly team meetings & KPI reviews

Qualification

Certified Financial PlannerFinancial planning experienceClient-facing skillsFinancial planning conceptsTechnology proficiencyCommunication skillsDedication to clientsClean regulatory historyPositive attitude