Senior Financial Planner

Q3 Advisors•Arvada, CO

1d•Remote

About The Position

We are 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.

Requirements

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.
Must have a solid understanding of consultative and solutions focused selling.
Possess a working knowledge of our services
Demonstrates ability to clearly and succinctly communicate both verbally and in writing.
Demonstrates professional behavior reflective of The Company’s Mission Statement, Philosophy and Values.
Must be able to relate well to all kinds of people both inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can diffuse even high-tension situations comfortably.
Demonstrates an ability to listen attentively and actively; has the patience to hear people out; can accurately restate the opinions of others, even when the parties disagree.
Must be able to orchestrate multiple activities at once to accomplish a goal; uses resources effectively and efficiently; arranges information and files in a useful manner
Can quickly find common ground and solve problems; can represent his/her own interests and yet be fair to other groups; can solve problems with peers with a minimum of conflict; is seen as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration.
Accurately scopes out length and difficulty of tasks and projects; sets objectives and goals; breaks down work into process steps; develops schedules; anticipates and adjusts for problems and roadblocks; measures performance against goals and evaluates results.
Must be an effective communicator in a variety of settings: one-on one, with peers and prospects.
Demonstrates ability to learn quickly when facing new problems or in obtaining new information; quickly grasps the essence and the underlying concepts.
Must be able to deal with concepts and complexity comfortably and effectively.

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.