Note: The job is a remote job and is open to candidates in USA. Q3 Advisors is an independent, fee-only registered investment adviser specializing in retirement planning and tax strategies. The Senior Financial Planner will provide personalized retirement and tax planning advice, deepen client relationships, meet with prospects, explain fee-based services, and help clients pursue tax savings through fiduciary guidance.
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
Skills
- 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
- Additional bonus incentives
- Fully remote position with unlimited time off
- 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
Company Overview