Financial Advisor

Craigwear; United States; Remote; USD 200,000 - 270,000; Full time

Job summary

A leading financial advisory firm seeks experienced Certified Financial Planners to drive retirement planning and tax strategies. This full-time role offers an opportunity for high earnings through a commission structure, supported by dedicated training and a collaborative team environment. Ideal candidates will possess excellent communication skills and a solid track record in client engagement.

Benefits

Flexibility to work from home

Dedicated training platforms

Performance coaching

Qualifications

• 10 years experience in financial services.
• Clean regulatory (U4) history.
• Strong understanding of consultative selling.

Responsibilities

• Take 5-8 pre-scheduled meetings per week with qualified leads.
• Educate clients on financial philosophy and solutions.
• Maintain monthly key performance indicators.

Skills

Consultative Selling

Communication

Connecting with clients

Overcoming objections

Job description

3 weeks ago Be among the first 25 applicants

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This range is provided by Q3 Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$200,000.00/yr - $270,000.00/yr

Compensation: 100% Commission

A Premier Opportunity for Top Financial Planners

Are you a seasoned financial professional ready to elevate your career to the next level? At Q3

Advisors, we are seeking dynamic Certified Financial Planners (CFP) with a proven track

record of success in joining our esteemed team. Specializing in retirement planning and tax

strategies, we offer an unmatched environment that fosters growth, innovation, and

Why Q3 Advisors? As a member of our team, you will enjoy many benefits designed

to support your success and work-life balance. Our advisors have the potential to earn

multiple six figures, backed by comprehensive resources, consistent leads, and a robust

support system. Enjoy the flexibility to work from home. With dedicated training platforms,

peak performance coaching, and hands-on support from our experienced Directors and

Trainers, you'll have everything you need to thrive and succeed.

Your Role and Expectations In this full-time role, you will focus on selling, developing, and

presenting Roth Conversion strategies and comprehensive financial planning for individuals

aged 59 to 75 with at least $1 million in retirement assets. Your responsibilities include taking

pre-scheduled meetings with qualified leads, educating clients on our philosophy, and

maintaining monthly key performance indicators. We are looking for passionate professionals

with excellent communication skills, a solid understanding of consultative selling, and a clean

regulatory history. Your ability to connect with clients, address objections, and close sales will

be critical to your success.

About Q3 Advisors Q3 Advisors is an independent RIA renowned for our trademarked

Rothology process. We provide fee-only consulting services, focusing on financial planning

and Roth conversion strategies without managing client assets. Our mission is to place

objective fiduciary advisors nationwide, helping families make informed financial decisions.

We pride ourselves on delivering sound advice backed by quantitative data, fostering strong

client relationships, and improving lives.

If you meet our criteria and are motivated to exceed expectations, we invite you to apply and

join our family-oriented culture dedicated to business growth and client success.

Please review this page to confirm your interest in this position - https://q3adv.com/recruiting-specialist/.

Job Type: Full-time

Compensation: 100% Compensation

Range: $200,000 - $270,000

2. 10 years experience in financial services

3. Clean regulatory (U4) history

4. Must have a solid understanding of consultative and solutions-focused selling

Position Expectations:

1. Experience communicating with prospects and clients remotely

2. Experience developing and presenting financial plans

3. On-screen presence and personality (passionate and enthusiastic during meetings)

4. Proven track record of success

5. Comfortable addressing and overcoming objections

7. Great at connecting and building rapport

8. Ability to close the sale

9. Dedicated to following a required company process

11. Friendly

12. Team oriented

13. Collaborative and add to team discussion

14. Coachable

15. Outgoing

16. Motivated to exceed expectations

17. Does not settle for mediocrity

18. Adapt to a family friendly culture while focused on growing the business

19. Excellent interpersonal skills and ability to build connections with prospects

20. Ability to learn in-house software, tools, and processes

21. Exceptional time and calendar management skills - this is one of the biggest keys to success as a Q3 financial planner

22. Strong work ethic and the highest level of professionalism

23. Self-starter, with the ability to work independently in a fast-paced environment

24. Multi-tasker with the ability to perform under pressure with deadlines

25. Comfortable and confident with asking for the sale and accountable for exceeding sales goals

26. Enjoy presenting to clients money saved through our process

Responsibilities:

1. Take 5-8 pre-scheduled meetings per week with qualified leads from our marketing efforts.

2. Educate each client on our philosophy related to solving their problems.

3. Schedule follow up meetings with clients who are still interested but haven’t made a decision.

4. Maintain Monthly Key Performance Indicators.

5. Attend weekly team meetings & KPI reviews.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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