How to Earn $250k–$300k Per Year Doing What You Love to Do:
Help people make better financial planning decisions!
Please watch this video for an important message from our Founder, Craig Wear.
What are we looking for in a team member?
- Ambition to Earn
- Willingness to Learn
- Strong Team Players
- Closing Experience
- Competitive Background
About Q3 Advisors
Q3 Advisors is a rapidly scaling RIA known for our proprietary Rothology® strategies, which have helped clients avoid over $8 billion in lifetime taxes.
We serve IRA Millionaires across the U.S. who come to us because we are: Fiduciary. Fee-only. No product sales. No AUM fees. No conflicts.
With a proven marketing engine, high-demand webinars, a database of 45,000+ subscribers, and thousands of Rothology™ clients, we generate hundreds of warm, pre-qualified appointments every month.
Our mission is to place truly objective fiduciary advisors across the country and help families make the most important financial decisions of their lives.
Core Values
Fiduciary First
We do what’s best for clients—always. No commissions. No product agenda. Only advice grounded in data and duty.
Clarity Over Complexity
We simplify financial strategies into clear, actionable steps that empower families with confidence.
Excellence as a Standard
Every plan, every conversation, every point of communication is expected to reflect precision, mastery, and measurable value.
What Is Going To Be Required From You?
- Conduct Zoom meetings with pre-scheduled prospects daily.
- Frame each conversation professionally and set appropriate expectations.
- Diagnose whether client challenges are best solved through our Rothology services.
- Educate prospects on our planning philosophy and clearly articulate how each service solves their specific problems.
- Present and sell financial planning engagements, including the Rothology Integration Experience.
- Follow up strategically with prospects who need more time or education.
- Maintain high show-up rates through thoughtful communication between meetings.
- Serve and deepen ongoing planning relationships with existing Integration Experience clients.
- Identify new areas of financial planning where we can add value—estate, tax coordination, income planning, charitable giving, and more.
- Build a long-term book of clients that produces recurring income.
- Transition naturally from heavier sales activity to deeper planning work as your client base grows.
- Work closely with Planner Specialists and Paraplanners to prepare plans and deliverables.
- Provide feedback to the Director of Financial Planning and Operations Manager.
- Maintain KPIs, documentation, and CRM accuracy.
- Participate in weekly planning, coaching, and performance review meetings.
What Does The Work Relationship Look Like?
From day one you’ll have coaches, mentors and peers to help you get up to speed quickly. Our environment is competitive, but your success doesn’t hinder someone else’s success- so our work environment is highly collaborative.
What is a Typical Day for a Q3 Rothologist™?
Imagine opening your home computer each morning to a calendar full of new prospects, data gathering meetings and plan presentations. During the week you’ll also plug in to coaching and mentoring sessions one on one, and in a group environment.
What Training is Provided?
We’ve been doing this for quite a while and we’ve refined every element that you’ll need to succeed. Your most difficult task is going to be to trust the process and implement what we know works.
What are we looking for in a team member?
- Ambition to Earn
- Willingness to Learn
- Strong Team Players
- Closing Experience
- Competitive Background
What Is Going To Be Required From You?
- We expect you to learn our sales and service systems and processes
- We expect you to be 100% professional on each sales call.
- We expect you to be a great team member; ask questions and be willing to help others.
- We expect you to follow-up with prospects to maximize your earning potential.
- We expect you to close a minimum of 25% close rate. (on pre-qualified prospects and we will provide you with the training and SOPs on how to do exactly that).
How Long is the Ramp Time?
You’re already a seasoned advisor. You have a track record of presenting financial planning services – and closing the deal. Now, you just have to learn our unique service proposition and implement it as taught to you.
New advisors routinely see success within a few weeks.
What’s the Culture Like?
- We place a huge emphasis on people – we want a team of A-Players
- We have a winning culture – we are doing something no other firm has done well or at our scale
- We value humility, discipline, focus, frugality, personal growth and intelligence
- We offer the highest level of fiduciary relationship with no potential conflicts of interest.