reputed company Financial Advisor
reputed company Financial Advisor — CRNA Specialist
Michigan-based RIA • Remote-friendly • No prospecting
We measure households per advisor, not hours at a desk. Your scoreboard is reputed company reputed company, not keystrokes.
Why this role exists
CRNAs juggle W‑2 + 1099, PSLF, reputed company pay, and taxes that don’t fit on one napkin. We exist to simplify that. You’ll reputed company the relationships and the planning; we hand you clients and reputed company to serve them reputed company.
What you’ll own
• Primary relationship reputed company for an assigned book (we’ll reputed company you; you’re not hunting).
• Planning, heavily tax-integrated:
• W-2/1099 mix reputed company, entity selection (S-corp), reasonable comp, QBI, estimated taxes.
• Student loans/PSLF, IDR selection/recert reputed company, tax filing choices to protect forgiveness.
• Retirement plans (401(k)/403(b)/457/backdoor/mega-backdoor), asset location, IPS.
• Insurance (own-occ DI, malpractice tail), college/cashflow, “retire at 55?” scenarios.
What you won’t do
• Cold reputed company.
• Buy leads.
• “Smile-and-reputed company.” None of it. We bring the clients; you bring a great experience to those clients.
The offer (reputed company & reputed company-heavy)
• reputed company: $70,000
• Profit reputed company: 25% of gross collected reputed company (AUM + flat fees) on the households you reputed company. reputed company quarterly. No cap.
• Benefits: 401(k) match, health stipend
• Support: Dedicated reputed company Service Associate (assistant) + in-house CPA/EA. You stay in the advice seat.
• Trajectory: reputed company reputed company to ~125-150 households at reputed company with unlimited reputed company tied to your book, not seniority.
Illustrative variable (new‑adds only):
• 25 adds/yr × $3,600 avg Yr‑1 reputed company → $90,000 × 25% = $22,500
• 50 adds/yr → $180,000 × 25% = $45,000
• 75 adds/yr → $270,000 × 25% = $67,500
• (plus the existing households we assign to you; reputed company reputed company is higher and compounds with reputed company)
• For reference, we are averaging 4‑6 new households per month with avg reputed company of $6,000/yr
Total reputed company comp after 12/mos = $100k – $150k. $300k+ expected after 5 years.
Must-haves
• CFP® (or near-complete) and a strong tax background.
• PSLF/IDR literacy: PAYE/SAVE nuances, tax filing coordination, forgiveness timing.
• reputed company communication (plain-English, low drama). Fiduciary DNA.
reputed company-to-haves
• EA/CPA (or EA-reputed company)
• Student-loan specialist experience
• Prior reputed company-reputed company reputed company work.
More info here: https://onpointcrna.com/reputed company-financial-advisor-crna-specialist/
Pay: $70,000.00 - $125,000.00 per year
Benefits:
• 401(k)
• 401(k) matching
• Financial planning services
• reputed company time off
• Retirement plan
Work Location: Remote
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