Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Estate & Retirement Advisor - Field-Based, Pre-Set Appointments

United Placement Group

United Placement Group is seeking an Estate & Retirement Financial Advisor to meet with pre-qualified prospects in homes or preset locations and to provide retirement and estate planning guidance. You will close business and maintain ongoing client relationships with support from a Case Manager and Appointment Setter. This Outside Advisor role is 1099, commission-based, with pre-set appointments and no prospecting, offering high earning potential through production and growth opportunities. #J-18808-Ljbffr United Placement Group

Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the Estate & Retirement Advisor - Field-Based, Pre-Set Appointments in Marietta, GA vacancy
  • $150k - $300k

    Estate & Retirement Financial Advisor Outside Advisor | 1099 | Pre-Set Appointments | No Prospecting | Commission-Based, $150K-300K+ Potential Tired of paying for leads, running seminars, or chasing...  ...: you'll meet with clients in the field — at their home or another pre-set... 
    Field
    Retirement
    Night shift

    United Placement Group

    Marietta, GA
    17 hours ago
  • $44k - $51k

     ...academic abilities, and setting goals. Responsibilities...  ...at orientation and in pre-orientation advising sessions...  ...education in a related field Proposed Salary The...  ...0 per year. Offers are based on relevant experience....  ...vacation generous retirement plans tuition waiver wellness... 
    Field
    Retirement
    Work at office
    Weekend work
    Afternoon shift

    Kennesaw State University

    Marietta, GA
    3 days ago
  • $44k - $46k

    Academic Advisor, Southern Polytechnic College...  ...abilities, and setting goals. Responsibilities...  ...and in pre-orientation advising...  ...education in a related field Proposed Salary...  ...annually. Offers are based on relevant...  ...vacation, generous retirement plans, tuition waiver... 
    Field
    Retirement
    Full time
    Temporary work
    Part time
    Work at office
    Immediate start
    Weekend work
    Afternoon shift

    Inside Higher Ed

    Kennesaw, GA
    3 days ago
  • $44k - $46k

    Academic Advisor, Coles College of Business...  ...academic abilities, and setting goals....  ...orientation and in pre‑orientation advising...  ...education in a related field. Proposed Salary...  ...annually. Offers are based on relevant...  ...vacation, generous retirement plans, tuition waiver... 
    Field
    Retirement
    Full time
    Temporary work
    Part time
    Work at office

    Kennesaw State University

    Kennesaw, GA
    2 days ago
  • RN OR Circulator/Pre/PACU Marietta Eye Surgery Center is seeking...  ...(gloving, prep, scrub table, field, dropping items on scrub table...  ...preoperative nurse or acute care setting preferred Membership and...  ...and HSAs 401(k) and access to retirement planning Paid holidays and vacation... 
    Field
    Retirement
    Full time
    Temporary work
    Work at office
    Immediate start
    Flexible hours

    United Surgical Partners International, Inc

    Marietta, GA
    1 day ago
  • $70k - $92.5k

     ...vision for the future is based on the idea that...  ...The Wealth Solutions Advisor at Empower works with...  ...available. Drive scheduled appointments that require one to...  ...including education planning, retirement planning, and other...  .... What Will Set You Apart: A passion... 
    Retirement
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Local area
    Remote work
    Work from home
    Work visa
    Relocation package
    Flexible hours

    Empower Careers

    Marietta, GA
    22 hours ago
  • $90k - $300k

     ..... Your actual pay will be based on your skills and experience...  ...built a platform for elite advisors to do what they do best:...  ...full calendar of qualified, pre-set appointments with mass-affluent retirees...  ...and present sophisticated retirement plans using a true fiduciary... 
    Retirement
    Full time
    Traineeship

    Magellan Financial & Insurance Services, Inc.

    Woodstock, GA
    17 hours ago
  •  ...your role:As an Immigration Advisor, you will manage U.S. and Canada...  .... You will apply employment-based immigration knowledge to...  ...Administration or a related field or equivalent combination of...  ...options available from day one.Retirement planning including 401k match... 
    Field
    Retirement
    Permanent employment
    Full time
    Temporary work
    H1b
    Work at office
    Relocation
    Visa sponsorship
    Work visa
    Monday to Friday

    Fiserv

    Marietta, GA
    4 days ago
  •  ...GeorgiaCompany: Georgia-PacificCareer Field: Information Systems &...  ...enabling tools.This role is based in Atlanta, GA at our HQ...  ...and developing a team while setting strategic direction and influencing...  ...insurance, ADD, disability, retirement, paid vacation/time off, educational... 
    Field
    Retirement
    Work at office
    Worldwide
    Visa sponsorship
    Flexible hours
    3 days per week

    Georgia-Pacific

    Atlanta, GA
    2 days ago
  •  ...keep TSA offices and airport field operations organized, accurate...  ...: {travel_requirement} Appointment Type: {appointment_type} Who...  ...functions Making recommendations based on administrative findings or...  ...; participation in a federal retirement program and the Thrift... 
    Field
    Retirement
    Full time
    Casual work
    Work at office
    Remote work
    Flexible hours

    TSA Job Listings

    Marietta, GA
    2 days ago
  • $16 per hour

     ...to one of the most trusted allies in real estate. Asset Living's growing portfolio...  ...necessary to close the sale, including making appointments, generating new leads, conducting tours,...  ...decisions, including, but not limited to: skill set, background and training, certifications,... 
    Hourly pay
    Permanent employment
    Full time
    Part time
    Work at office
    Immediate start
    Night shift
    Weekend work

    Asset Living

    Marietta, GA
    3 days ago
  • $16 per hour

     ...Conducts all functions necessary to close the sale, including making appointments, generating new leads, conducting tours, maintaining model...  ...compensation decisions, including, but not limited to: skill set, background and training, certifications, etc. When selecting the... 
    Hourly pay
    Permanent employment
    Full time
    Part time
    Work at office
    Immediate start
    Night shift
    Weekend work

    Asset Living

    Marietta, GA
    3 days ago
  •  ...Waverly Advisors' primary goal is to serve our...  ...financial planning. We set ourselves apart by...  ...and leader in your field and transform those...  ...management, goals-based financial planning, alongside estate, tax and...  .... ~401(k) retirement plan with match and... 
    Field
    Retirement
    Local area

    Waverly Advisors LLC

    Atlanta, GA
    17 hours ago
  •  ...Associate Wealth Advisor Waverly Advisors' primary...  ...planning. We set ourselves apart by actually...  ...and leader in your field and transform those...  ...plans and budgets based on clients' needs,...  ...investment strategies, retirement planning, tax planning, estate planning and risk... 
    Field
    Retirement
    Work at office
    Local area

    Waverly Advisors LLC

    Atlanta, GA
    17 hours ago
  •  ...a Senior Home Lending Advisor in Chase Home Lending and...  ...recommendations based on financial analysis and...  ...experience in sales and/or real estate \n \n 3+ years of...  ..., experience, skill set and location. Those in...  ...and wellness centers, a retirement savings plan, backup childcare... 
    Retirement
    Work experience placement
    Local area
    Immediate start
    Relocation

    JPMorganChase

    Atlanta, GA
    20 days ago
  •  ...is the job of a lifetime. At Sterling Estates East Cobb , you can jump-start a senior...  ...services, one of the fastest-growing career fields in the country. Sterling Estates East...  ...and Long Term Disability, and 401(k) Retirement Plan. Paid Time Off, Paid Holidays, and... 
    Field
    Retirement
    Temporary work
    Part time
    Shift work
    Weekend work

    Sterling Estates East Cobb

    Marietta, GA
    1 day ago
  • $140k - $210k

     ...objectives, and gaining trusted advisor status. The practice...  ...a collaborative, team-based culture which fosters...  ...Advantage markets Set pricing assumptions, trends...  ..., Finance or a related field 7+ years of actuarial...  ...401K savings and other retirement programs as well as employee... 
    Field
    Retirement
    Minimum wage
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week
    1 day per week

    Marsh McLennan

    Atlanta, GA
    8 hours ago
  • $2,500 per month

     ...to be part of a value-based, patient-centered care...  ...visit lengths based on appointment type and patient needs...  ...in a variety of care settings beyond the patient's home...  ...care experience Field-based role requiring travel...  ...Financial & Retirement Support – Competitive... 
    Field
    Retirement
    Remote work
    Flexible hours
    Weekend work
    2 days per week
    3 days per week
    1 day per week

    Monogram Health, Inc

    Marietta, GA
    2 days ago
  • $190.9k - $254.6k

     ...requirements, providing input based on program insights,...  ...management, compliance, or a related field, ideally within a global organization...  ...with ambiguity in a work-setting, knowing how to address and...  ...resources, a generous retirement contributions program, financial... 
    Field
    Retirement
    Hourly pay
    Apprenticeship
    Work at office

    McKinsey & Company

    Atlanta, GA
    17 hours ago
  •  ...Specialty Finance Advisor Senior role is for...  ...and Commercial Real Estate product expertise to...  ...or related business field or equivalent work...  ...package including base salary determined based...  ...experience, skill set and location. Those...  ...centers, a retirement savings plan, backup... 
    Field
    Retirement
    Work experience placement

    JPMorgan Chase & Co.

    Atlanta, GA
    more than 2 months ago
  • $230k - $320k

     ...a mid- to senior-level Real Estate Finance Associate to join its...  ...and location. In addition to base pay, employees may be eligible...  ...benefits such as healthcare, retirement plans, and paid time off. The...  ...than 1,000 attorneys, policy advisors, e-discovery professionals and... 
    Retirement

    Nelson Mullins Riley & Scarborough

    Atlanta, GA
    5 days ago
  •  ...intake, admission based on interviews with...  ...services by arranging appointments, transportation...  ...illness, etc. Retirement Plan with employer...  ...Criminology, or a related field of study. 2 years...  ...on a psychiatric setting. Criminal...  ...applicants must pass a pre-employment... 
    Field
    Retirement
    Flexible hours
    Shift work

    Highland Rivers Behavioral Health

    Marietta, GA
    4 days ago
  • $19.6 - $21.09 per hour

     ...higher education in a related field Preferred Experience Previous...  ...$21.09 per hour. Offers are based on relevant experience. Comprehensive...  ...holidays, vacation, generous retirement plans, tuition waiver,...  ...vehicle report, credit check, pre-employment drug screening and/... 
    Field
    Retirement
    Hourly pay
    Full time
    Temporary work
    Part time
    Work at office
    Immediate start

    Kennesaw State University

    Kennesaw, GA
    4 days ago
  •  ...role:As a Solution Architecture Advisor, you will lead client-facing...  ...Systems, or related field or equivalent combination of...  ...clientsExperience with cloud-based architecture, hybrid integration...  ...options available from day one.Retirement planning including 401k match... 
    Field
    Retirement
    Full time
    Temporary work
    H1b
    Remote work

    Fiserv

    Atlanta, GA
    5 days ago
  •  ...Work with Billing Coordinator to ensure accuracy of invoices from field service or direct jobs.Manage all other incoming customer...  ...participate in an employer sponsored 401(k) plan, to save for retirement.We are an Equal Opportunity Employer! All qualified applicants... 
    Field
    Retirement
    Contract work

    Veolia Environnement

    Atlanta, GA
    1 day ago
  •  ...marketing, journalism, or a closely related field; and increasingly responsible experience in...  ...in paying the cost of books and tuition for pre‑approved classes related to their job. Retirement: Depending on eligibility, based on CalPERS criteria, new employees will be provided... 
    Field
    Retirement
    Full time
    Contract work
    Part time
    Summer work
    Freelance
    Work at office
    Local area
    Flexible hours

    Pg&e

    Atlanta, GA
    2 days ago
  • $100k - $150k

     ...role:The Area TheraSphere Advisor (ATA) is a key...  ...sales growth, optimizing field team capabilities, and...  ...a hospital or clinical setting.Experience developing,...  ...anticipated annualized base amount or range for this...  ...subject to a drug test as a pre-employment requirement.... 
    Field
    Full time
    Local area

    Boston Scientific Corporation

    Atlanta, GA
    4 days ago
  • $10 - $25 per hour

     ...luxury retail brands and real estate assets. YOU WILL BE: Under...  ...Source product for client appointments through Saks Fifth Avenues multiple...  ...targets in a commission based selling environment. An established...  ..., vision insurance, 401(k) retirement plan, basic life insurance,... 
    Retirement
    Full time

    Saks Fifth Avenue

    Atlanta, GA
    4 days ago
  • $100k

     ...specializing in goals-based wealth management,...  ...planning for retirement, education, legacy,...  ...Merrill’s Financial Advisors and Wealth Management...  ...to meet and exceed pre-defined financial targets...  ...and capacity ~ Sets and accomplishes...  ...in business-related field Proven ability... 
    Field
    Retirement
    Work at office
    Shift work
    Day shift

    Bank of America Corporation

    Alpharetta, GA
    2 days ago
  • $200k - $300k

     ...Description Join Our Team as a HVAC Comfort Advisor – Uncapped Commissions! At Anytime...  ...preventive maintenance (PM) client base and our proactive marketing efforts that...  ...to employees, company paid) ~401K & Roth Retirement plan options with 4% match ~ Paid Vacation... 
    Retirement
    Weekly pay
    Work at office
    Work from home

    Yourairexperts

    Marietta, GA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Estate & Retirement Advisor - Field-Based, Pre-Set Appointments. Be the first to apply!