Senior Financial Planner

🕒 il y a 1 mois

⛰️ Colorado – Distant

⛰️ Colorado – Remote

💵 $120 000 / an

⏰ Temps Plein

🟠 Senior

💸 Planification et Analyse Financières (FP&A)

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Q3 Advisors

Site WebLinkedInTous les Emplois

11 - 50 employés

Fondée en 2015

💸 Finance

👥 B2C

Finance • B2C

Q3 Advisors est une société de conseil financier fiduciaire spécialisée dans les conversions Roth et la planification fiscale de la retraite pour les propriétaires de comptes IRA à haut patrimoine. L'entreprise propose une planification financière globale objective à honoraires fixes et un processus propriétaire appelé « Rothology® », conçu pour minimiser les charges fiscales à vie et celles des héritiers (y compris l'optimisation IRMAA et RMD), soutenu par des ressources éducatives, des webinaires et une promesse de remboursement pour les clients qualifiés. Fondée et dirigée par le CFP Craig Wear, Q3 se concentre sur des stratégies personnalisées axées sur la fiscalité plutôt que sur la vente de produits ou le changement de conseiller.

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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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