Lead Financial Advisor

Lead Financial Advisor — CRNA Specialist Michigan-based RIA • Remote-friendly • No prospecting We measure households per advisor, not hours at a desk. Your scoreboard is client outcomes, not keystrokes. Why this role exists CRNAs juggle W‑2 + 1099, PSLF, call pay, and taxes that don’t fit on one napkin. We exist to simplify that. You’ll lead the relationships and the planning; we hand you clients and the team to serve them well. What you’ll own • Primary relationship lead for an assigned book (we’ll seed you; you’re not hunting). • Planning, heavily tax-integrated: • W-2/1099 mix strategy, entity selection (S-corp), reasonable comp, QBI, estimated taxes. • Student loans/PSLF, IDR selection/recert cadence, 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 call. • Buy leads. • “Smile-and-dial.” None of it. We bring the clients; you bring a great experience to those clients. The offer (simple & upside-heavy) • Base: $70,000 • Profit share: 25% of gross collected revenue (AUM + flat fees) on the households you lead. Paid quarterly. No cap. • Benefits: 401(k) match, health stipend • Support: Dedicated Client Service Associate (assistant) + in-house CPA/EA. You stay in the advice seat. • Trajectory: Clear runway to ~125-150 households at capacity with unlimited upside tied to your book, not seniority. Illustrative variable (new‑adds only): • 25 adds/yr × $3,600 avg Yr‑1 revenue → $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; real upside is higher and compounds with growth) • For reference, we are averaging 4‑6 new households per month with avg revenue of $6,000/yr Total target 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. • Crisp communication (plain-English, low drama). Fiduciary DNA. Nice-to-haves • EA/CPA (or EA-track) • Student-loan specialist experience • Prior healthcare-professional niche work. More info here: Pay: $70,000.00 - $125,000.00 per year Benefits: • 401(k) • 401(k) matching • Financial planning services • Paid time off • Retirement plan Work Location: Remote Apply tot his job