Senior Financial Planner

🕒 Abril 13

⛰️ Colorado – Remoto

⛰️ Colorado – Remote

💵 $120.000 / ano

⏰ Tempo Integral

🟠 Sênior

💸 Planejamento e Análise Financeira (FP&A)

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Q3 Advisors

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 2015

💸 Finanças

👥 B2C

Finance • B2C

A Q3 Advisors é uma empresa fiduciária de consultoria financeira especializada em conversões de Roth e planejamento tributário para aposentadoria voltado para proprietários de IRA de alto patrimônio. A empresa oferece planejamento financeiro abrangente e objetivo com taxa fixa, além de um processo proprietário chamado "Rothology®" projetado para minimizar os passivos fiscais ao longo da vida e de herdeiros (incluindo otimização de IRMAA e RMD), apoiado por recursos educacionais, webinars e uma promessa de devolução de dinheiro para clientes qualificados. Fundada e liderada pelo CFP Craig Wear, a Q3 foca em estratégias personalizadas e cientes de impostos ao invés de venda de produtos ou troca de consultores.

Descrição

• 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.

🎯 Requisitos

• Current Certified Financial Planner (CFP®) designation • Minimum 5 years of experience in the industry • Experience selling financial plans for a fee • Strong understanding of financial planning concepts • Proven demonstration of client-facing skills and experiences • Exceptional communication and interpersonal abilities • Comfortable with industry technology and software applications • A positive attitude and a desire to achieve • Dedication to serving clients • Clean regulatory history.

🏖️ Benefícios

• Competitive base salary + commission • 401(k) with company match (Traditional and Roth) • Health, dental, and vision coverage • PTO and company-wide holidays • Remote flexibility with optional in-office opportunities