Q3 Advisors · 1 day ago
Financial Advisor
United States
Full-time
Remote
Senior Level, Lead/Staff
$75K/yr - $75K/yr
10+ years expQ3 Advisors is an independent RIA renowned for their trademarked Rothology™ process, focusing on financial planning and Roth conversion strategies. They are seeking dynamic Certified Financial Planners® (CFP®) who will engage with clients to develop comprehensive financial plans and present Roth Conversion strategies.
AdviceConsultingFinancial ServicesLegalRetirementWealth Management
Responsibilities
Take 8-10 pre-scheduled meetings per week with qualified leads from our marketing efforts
Educate each client on our philosophy related to solving their problems
Schedule follow up meetings with clients who are still interested but haven’t made a decision
Maintain Monthly Key Performance Indicators
Attend weekly team meetings & KPI reviews
Qualification
Required
CFP Designation in good standing
10 years experience in financial services
Clean regulatory (U4) history
Must have a solid understanding of consultative and solutions-focused selling
Experience communicating with prospects and clients remotely
Experience developing and presenting financial plans
On-screen presence and personality (passionate and enthusiastic during meetings)
Proven track record of success
Comfortable addressing and overcoming objections
Excellent active listening skills
Great at connecting and building rapport
Ability to close the sale
Dedicated to following a required company process
Excellent communication skills
Friendly
Team oriented
Collaborative and add to team discussion
Coachable
Outgoing
Motivated to exceed expectations
Does not settle for mediocrity
Adapt to a family friendly culture while focused on growing the business
Excellent interpersonal skills and ability to build connections with prospects
Ability to learn in-house software, tools, and processes
Exceptional time and calendar management skills - this is one of the biggest keys to success as a Q3 financial planner
Strong work ethic and the highest level of professionalism
Self-starter, with the ability to work independently in a fast-paced environment
Multi-tasker with the ability to perform under pressure with deadlines
Comfortable and confident with asking for the sale and accountable for exceeding sales goals
Enjoy presenting to clients money saved through our process
Benefits
Health Insurance: 99% of employee health insurance premiums are covered with a 60-day waiting period.
Vision and Dental Insurance: 50% of premiums covered starts immediately.
Retirement Benefits: 401(k) matching program at 4% with a 90-day waiting period.
Work Environment: 100% remote work opportunity.
Respectful unlimited time off: Must request 30 days in advance for 2 or more business days off. There is no PTO granted in the first 90 days of hire
Company
Q3 Advisors
Q3 Advisors is a consulting firm that offers Roth conversion strategies, retirement income planning, tax savings, and advisory services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Craig Wear
Founder/CEO
Recent News
GlobeNewswire News Room
2025-02-21
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