Senior Financial Planner

If you are passionate about planning and want to connect with high-quality prospects, we have an opportunity for you.

We are currently building a team of experienced CFPs to provide personalized retirement planning advice for a fee to clients nationwide. Your role involves interacting with our database of current and past clients to enhance and broaden our financial planning relationships. You would be tasked with reaching out to this database to sell our financial planning services for a fee. We have a successful and proven marketing program that brings hundreds of qualified clients in the door every month - asking to talk to one of our advisors.

You will specialize in working with individuals interested in tax planning and retirement planning. They choose to work with us because we don’t have anything to sell; just good old fashioned advice.

Our marketing approach is highly specialized, backed by proprietary processes and software to maximize client assets and tax savings. As part of our team, you will act as a 'pure' fiduciary, working from home on a flexible schedule with the potential of a healthy six-figure income through a generous base salary plus incentives and benefits.

About Q3 Advisors: Q3 Advisors is an independent RIA specializing in retirement planning and tax strategies, known for our trademarked process, Rothology™. As a fee-only firm, we only offer consulting services and educational programs to clients throughout the U.S.

Our focus is on retirement planning and strategic Roth conversion consulting for clients seeking significant tax savings. To date, we have facilitated strategies to capture over $1.3 billion in tax avoidance for our clients.

Our mission is to place truly objective fiduciary advisors across the country, assisting families with critical financial decisions.

At Q3 Advisors, we pride ourselves on earning fair fees and providing sound advice backed by solid quantitative data produced by a solid technology stack, resulting in strong client relationships and improved lives.

If you're looking to be part of a team making a meaningful impact, we welcome you to join us.

• Fiduciary First We do what’s best for our clients — always. No commissions, no product sales, no agenda. Just honest, expert advice designed to protect and grow your wealth.
• Clarity Over Complexity We believe financial planning should be simple, actionable, and empowering. Our job is to turn complex tax and financial strategies into clear steps that build confidence.
• Excellence as a Standard We set the bar high — and keep raising it. Every plan, every meeting, every point of communication, and every report reflects our commitment to precision, mastery, and measurable results.

• Earn a salary-based income with additional bonus incentives.
• Have freedom of time and location through a position that is fully remote with unlimited time off.
• Never have to prospect to cold leads again.

• 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.

• Must…