Financial Advisor (Pre-Set Appointments, No Cold Calling)
$100k - $250kUnited Placement Group
Job Description
Job Description
Financial Advisor (Pre-Set Appointments, No Cold Calling)
Alliance America · 1099 Commission · Licensed advisors only
Walk into pre-set appointments with existing clients who already want to talk about retirement income and annuities.
What we provide
• 8–12 pre-set appointments a week with existing clients
• A dedicated appointment setter and case manager
• No lead, seminar, or marketing costs
• A broad lineup of top-rated annuity and retirement income carriers
• Commissions typically $100K–$250K a year (top producers $300K+), usually paid within 15 days
What you need
• Active Health & Life license
• Series 65, Series 7 & 66, or ChFC
• 2+ years of annuity sales experience
• Face-to-face, consultative sales success and a clean U4 (if registered)
• Willingness to travel within your state to meet clients
Limited advisor slots per state. Apply today.
- Make an impact providing expert financial advice with heart. Thrivent... ...Thrivent’s comprehensive advisor onboarding program. After onboarding... ...community. Make client appointments by leveraging your network and... ...****@*****.*** or call (***) ***-**** and request...SuggestedLocal area
- ...Wealth Advisor – Independent RIA / Wealth Management... ...trust with retirees and pre‑retirees and know how to... ...book rather than chase cold leads, we want to talk.... ...relationships — no cold calling required Grow through... ...CPA referrals Present financial plans and investment recommendations...Suggested
- ...identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners... ...with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
$23 per hour
...LinkedIn page! Job details Join our growing team as a financial Aid Advisor This Jobot Job is hosted by Amber Stoneburner Are you a... ...increase your chances of interviewing at Jobot by 2x Sign in to set job alerts for “Financial Aid Counselor” roles. San...SuggestedHourly payFull timePart timeFreelanceWork at officeLocal areaImmediate startRemote workFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...(SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation...SuggestedFull timeContract workFor contractorsWork at office- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors... ...you for future leadership opportunities. Independence: Set your own schedule to manage work-life balance. Flexibility:...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve... ...(SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre‑payment/reimbursement for course tuition fees and books....Work at office- ...Join to apply for the Financial Advisor role at First Command Financial Services, Inc. First Command Financial Advisors coach military families... ...to help prepare you for future leadership opportunities. Set your own schedule to manage work‑life balance. Portable career...Hourly payMinimum wageFull timeTemporary workFor contractorsTraineeshipInternshipWork at officeLocal areaHome office
- ...45 years of experience. What We Offer ~ Warm leads no cold calling or canvassing ~ Uncapped commission structure ~ Weekly... ...installation details, and provide transparent pricing. All appointments are set by ARS based on incoming service calls or inquiries. Qualifications...Local area
$95.6k - $188.4k
...creation.Work You’ll DoAs a Senior Consultant, Financial Crime and Fraud, you will work with a... ...including but not limited to skill sets; experience and training; licensure and certifications... ...direct your inquiries to the Global Call Center (GCC) at ****@*****.***...Local area$95.55k - $195.25k
...making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other... ...the recruiting process, please direct your inquiries to the Global Call Center (GCC) at ****@*****.***. Recruiting...Work at officeLocal areaVisa sponsorship$91.1k - $179.5k
...includes dedicated practitioners with deep financial services industry experience where we... ...decisions including but not limited to skill sets; experience and training; licensure and... ...please direct your inquiries to the Global Call Center (GCC) at ****@*****.***...Local area- Join to apply for the Financial Advisor role at First Command Financial Services, Inc. First Command Financial Advisors coach military families... ...to help prepare you for future leadership opportunities. Set your own schedule to manage work‑life balance. Portable career...Hourly payMinimum wageFull timeTemporary workFor contractorsTraineeshipInternshipWork at officeLocal areaHome office
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern... ...and execute on a business strategy Call on potential clients and set meetings to understand their... ...full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation,... ...with Group Health Benefits, Pre-tax Employee Benefits, and... ...PTO for vacation, a doctor’s appointment, or any number of events in your... ...the Plan Year and then elect to set aside a portion of each...Full timeContract workTemporary workFor contractorsWork at officeFlexible hours
- ...America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... ..., and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash...Work at officeFlexible hoursShift workWeekend workDay shift
- ...The Financial Planning Advisor assists in carrying out the department’s mission to provide professional knowledge, personalized services and support... ..., compare, and audit VA certification from previous terms. Set up refunds and adjust in Colleague UI. Set up/adjust...Work at officeLocal area
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern... ...execute on a business strategy Call on potential clients and set meetings to understand their... ...full-time Financial Representative or Advisor role upon graduation. #LI-Onsite...Full timeInternshipLocal areaFlexible hours- ...Job Description About the job Job description: Financial Advisors at Northwestern Mutual help their clients live more and worry... ...other benefits on top of these as well Physical setting: ~ Primarily in the office, with the ability to work remotely...Full timeWork at officeRemote workMonday to FridayWeekend work
- ...Responsible for proactive lead generation and appointments conducted inside and outside of branch.... ...clients on options for managing financial transactions by leveraging technology, tools... ...receive responses. Applicants may also call (***) ***-**** and say "Workday" for accommodation...Full timeTemporary workPart timeWork experience placementWork at office
- ...applications for a Donor Advisor within our Charitable... ...Milestone outreach - Call donors for birthdays,... ...campaigns, asking for financial support, etc. Post‑visit... ...Travel planning - Set up travel schedules/itineraries... ...background check and pre-employment drug testing...Work at officeWeekend workAfternoon shift
- ...The Financial Aid Counselor is responsible for counseling students and educating parents regarding federal, institutional and state financial... ...conditions are in an office environment and university campus setting. Must be able to move across the university campus to conduct...Weekend workAfternoon shift
- ...Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation,... ...with Group Health Benefits, Pre-tax Employee Benefits, and... ...PTO for vacation, a doctor’s appointment, or any number of events in your... ...the Plan Year and then elect to set aside a portion of each...Full timeContract workTemporary workFor contractorsWork at officeFlexible hours
- ...Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation,... ...with Group Health Benefits, Pre-tax Employee Benefits, and... ...PTO for vacation, a doctor’s appointment, or any number of events in your... ...the Plan Year and then elect to set aside a portion of each...Full timeContract workTemporary workFor contractorsWork at officeFlexible hours
$19.25 - $21.5 per hour
...mezzanine storage area for future use, including setting up systems for efficient storage,... ...temperature conditions, including hot and cold environments, as required by shop and storage... ..., and Hospital401(k) Retirement Plan – Pre-tax and Roth post-tax contributions availableLife...Contract workTemporary workWork at officeMonday to Friday- ...that truly impacts lives. Job Description: Job Title: Financial Counselor - Medical Oncology Office Position Summary:... ...Work Environment: This position operates in a medical office setting and requires regular interaction with patients and healthcare providers...Work at office
- ...locations to collect and analyze customer financial information, advise customers on the risks... ...prospective customers via telephone and email to set up in-person/virtual meetings. Originate... ...assistance to New Home Consultants on pre-qualifications of customers to develop a...Full timeLive inLocal areaFlexible hoursAfternoon shift
- ...referral sources such as realtors, builders, financial service providers and others as well as... ...guidelines. Produce loans according to targets set by manager. Uphold the integrity of the... ...consumers and assure that you are issuing pre-approvals according to guidelines. Monitor...Work at officeRemote work
- SWBC is seeking a talented Wealth Advisor to work with individuals and businesses to develop... ...include the following:Develops customer financial profiles to determine suitability of... ...a Substance-Free Workplace and requires pre-employment drug testing.Please note, SWBC...Full timeLocal area
- ...loan relationship size not to exceed $500,000) by identifying financial needs while offering tailored banking solutions to help grow their... ...Must have reliable transportation and able to travel to make calls in Bank's market and surrounding areas Must be able to lift,...Contract workWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor (Pre-Set Appointments, No Cold Calling). Be the first to apply!
- estate planning consultant San Antonio, TX
- associate leveraged finance San Antonio, TX
- financial planner cfp San Antonio, TX
- financial consultant San Antonio, TX
- financial advisor training program San Antonio, TX
- finance associate San Antonio, TX
- financial associate San Antonio, TX
- financial advisor development program San Antonio, TX
- financial planning administrator San Antonio, TX
- financial counselor San Antonio, TX




