Senior Financial Planner

🕒 April 13

⛰️ Colorado – Remote

⛰️ Colorado – Remote

💵 $120k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Q3 Advisors

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2015

💸 Finance

👥 B2C

Finance • B2C

Q3 Advisors is a fiduciary financial advisory firm specializing in Roth conversions and retirement tax planning for high-net-worth IRA owners. The firm offers objective, flat-fee comprehensive financial planning and a proprietary “Rothology®” process designed to minimize lifetime and heir tax liabilities (including IRMAA and RMD optimization), backed by educational resources, webinars, and a money-back promise for qualified clients. Founded and led by CFP Craig Wear, Q3 focuses on personalized tax-aware strategies rather than product sales or advisor switching.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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