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reputed company Financial Advisor

Remote, USA Full-time Posted 2026-07-28
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 Apply tot his job Apply To this Job

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