Part-time Financial Planner

Q3 Advisors; United States; Remote; USD 100,000 - 150,000; Part time

Job summary

Q3 Advisors, a fiduciary financial planning firm, seeks experienced CFP professionals for a part-time, client-facing contractor role. The role entails conducting meetings with clients to present Rothology plans and guide them through planning processes, with flexible hours and strong pay.

Benefits

Flexible schedule

Professional home office setup

Qualifications

• 5+ years of client-facing financial planning experience.
• Experience with tax planning strategies, especially around IRAs and Roth conversions.

Responsibilities

• Conduct virtual client meetings (~20 hrs/week) to present completed Rothology plans.
• Guide clients toward additional planning services and upselling opportunities.

Skills

Communication

Client Planning

Tax Strategy

Job description

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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

$100.00/hr - $150.00/hr

20 hrs/week — flexible schedule, remote — strong base pay + incentive for client impact

About Us: Q3 Advisors is a fee-only, fiduciary financial planning firm specializing in advanced Roth conversion and tax strategy for IRA millionaires. We do not manage assets or sell financial products — our value is delivered through deep expertise, flat-fee planning engagements, and helping clients build tax-efficient wealth.

We are growing rapidly and seek experienced CFP professionals to join us in a part-time, client-facing contractor role. You’ll present our proprietary Rothology conversion game plans to engaged clients, lead our Half-Time Check-In sales process, and help guide clients into additional modular or comprehensive planning services — or recommend appropriate scaled solutions (downsells) where needed.

The Role:

• Conduct virtual client meetings (~20 hrs/week) to present completed Rothology plans
• Lead clients through our structured Half-Time Check-In process — a consultative framework designed to identify additional planning needs and opportunities
• Guide clients toward additional modular or comprehensive planning services through this structured process, using approved talk tracks and materials
• When appropriate, help recommend and close downsells (scaled solutions or educational resources) for clients not ready for full-service engagements
• Work with our internal paraplanning and prepare modular, comprehensive and Rothology plans for clients you service and the rest of the planning team.
• Follow our proven client process — we provide detailed talk tracks and training to support you
• Provide meeting summaries and update client progress in our systems

What You Bring:

• 5+ years of client-facing financial planning experience
• Strong communication skills and comfort in leading client conversations
• Experience helping clients understand tax planning strategies, especially around IRAs and Roth conversions (training provided, but prior experience a plus)
• Comfort guiding clients toward additional planning services — and helping match them with the right solution (including downsells when needed)
• Ability to follow a defined process while bringing your own professional warmth to client meetings
• Strong alignment with a fiduciary, fee-only philosophy — no product sales, no AUM

Compensation:

• Base hourly pay: $100–$150/hr
• $200–$500 per modular plan upsell
• Paid monthly, as a 1099 contractor

Additional Info:

• Fully remote — must have professional home office setup and availability for client meetings during typical business hours (flexible schedule within reason)
• ~20 hrs/week engagement expected — we are building long-term relationships with the right planners that may turn into full time position.
• All client leads and marketing are supplied by Q3.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Finance and Sales

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