Estate & Retirement Financial Advisor -Exclusive Qualified Pre-Set Appt , 200K+
United Placement Group
Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team! 150-350K+ Now Hiring: High-Performing Financial Advisors Who Don’t Prospect ! Are you exhausted from prospecting, cold calling, door knocking, and chasing dead leads? If you’re ready to spend every working hour in front of qualified clients instead of behind a phone or CRM, this role was designed for you. We set the appointments — you focus on sharing your expertise, closing deals, and earning exceptional income. If you hold your Series 65, Series 7/66 combination, ChFC, or CFP, this is your next-level opportunity. We provide what most firms promise but rarely deliver: fully qualified, pre-set appointmentswith members eager to discuss retirement and legacy planning. No endless cold calling. No lead chasing. Just real client engagements and real earnings. You must be licensed and reside in the state you’re applying for (current state we are looking for) . Travel within your state is required. Why You’ll Love This Role 8–10 qualified appointments weekly —Qualified, pre-scheduled and ready to meet Uncapped territory with potential to expand Comprehensive support from a dedicated appointment setter and case manager Proven annuity and retirement focus sales training with client-first product options Work/life balance with unlimited earning potential Professional development through alignment with an estate and retirement planning organization positioned to change the world one client at a time What You Bring Active Health & Life insurance license Series 65, Series 7/66 combo, ChFC, CFP, or equivalent qualifying credential Clean U4 record (if applicable) Strong track record of in-person, sales success Ability to travel for client meetings Commitment to helping retirees build secure, confident financial futures What Sets Us Apart Thriving referral pipeline from estate planning partners A complete administrative and appointment setting team so you focus on selling Access to industry-leading carriers and customizable product strategies Consistent flow of new, qualified clients — not prospects to chase Independence and control, without the grind of prospecting Compensation and Rewards unlimited commission potential and incentives for top performance Flexible schedule and independence with ongoing support Exclusive support team dedicated to your success Take the Next Step If you like prospecting, then move on, this is not for you. But if you’re done prospecting and ready to work qualified appointments — set for you every week — apply today. If you’re a licensed, motivated financial professional who thrives on in home face-to-face relationship building — and you’re ready to travel your state to meet ready-to-act clients — this is your moment. APPLY NOWto claim your state’s opening and join a high-performance advisor network that delivers real opportunity and results. #J-18808-Ljbffr United Placement Group
- United Placement Group is hiring Financial Advisors in King of Prussia, PA, for a role focused on client engagement without prospecting. You will benefit from 8-10 pre-scheduled client meetings weekly, allowing you to focus on providing financial advice and closing deals...Retirement
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- ...Wealth Job Description: The Financial Advisor (FA) role is a three-year program... ...being benefits, savings and retirement programs, paid time off (... ...opportunity employer. All qualified applicants will receive consideration... ...and colleagues, and share a set of values that shape our...RetirementFull timeWork experience placementWork at officeLocal areaWork from homeFlexible hours
- ...Wealth Job Description: The Financial Advisor Associate (FAA) works with TD... ...financial advice, long-term retirement planning, and annual reviews... ...opportunity employer. All qualified applicants will receive consideration... ...and colleagues, and share a set of values that shape our...RetirementFull timeTemporary workTraineeshipWork experience placementCasual workWork at officeLocal areaWork from homeFlexible hours
- ...Business:TD WealthJob Description:The Financial Advisor Associate (FAA) works with TD Wealth prospects... ...objective financial advice, long-term retirement planning, and annual reviews to... ...is an equal opportunity employer. All qualified applicants will receive consideration...RetirementTemporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours
- ...wealth management, including planning for retirement, education, legacy, and other life... ...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates... ...training and on‑boarding programs that set you up for success. Get training and...RetirementInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Senior Risk Director, Financial Advisor Services (FAS) Apply ( locations Malvern, PA... ...performance management procedures, including setting goals, reviewing performance, and... ...Divisional Risk Advisor, Workplace Solutions (Retirement Services) locations Malvern, PA...RetirementFull timeWork experience placement
$65k - $70k
...hiring talented Virtual Wealth Advisors who proactively identify and... ...for delivering personalized financial strategies to mass affluent... ...successful candidate will work with a set circuit of branches and... ...dental and vision coverage, retirement benefits, maternity/paternity...RetirementFull timeCurrently hiringWork at officeLocal areaFlexible hours- ...company’s success. As a Premier Client Financial Advisor within PNC's Wealth Management... ...clients meet their savings, investing and retirement goals. Our team of financial planning... ...accommodations to employment applicants and qualified individuals with a disability who need...RetirementFull timeTemporary workPart timeWork experience placementWork at office
$200k
...generation- all leads are warm and pre-set. We want you to do what you... ...year income earnings up to $200K+ Benefits: ~ Comprehensive... ...-Term Disability) ~401(k) Retirement Plan with company match ~... ...reasonable accommodations for qualified individuals with disabilities...RetirementTemporary workLocal areaWork from homeMonday to Friday$20 per hour
...in a fast-paced laboratory or hospital setting. ~ Minimum of 6 months' work... ...Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available... ..., we will consider for employment qualified applicants with arrest and conviction...RetirementContract workTemporary workWork experience placementWork at office- ...conducting needs-based conversations; offering financial & digital solutions, and/or referring... ...and well-being benefits, savings and retirement programs, paid time off (including... ...is an equal opportunity employer. All qualified applicants will receive consideration for...RetirementWork at officeLocal areaWork from homeFlexible hoursNight shiftAfternoon shift
- ...City WAYNE Overview The purpose of the Financial Representative is to meet the needs of middle... ...clients by identification of potential qualified clients and making initial contacts.... ...action. - Preferred Demonstrated experience setting professional goals, and successfully...Work at officeLocal area
- GoalQuest Advisors, LLC in Berwyn, PA, is seeking a Financial Planner for a full-time, on-site position. The role involves developing personalized financial plans, advising clients on financial strategies, and managing client relationships. Candidates should have expertise...RetirementFull time
- Overview Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering... ...asset management, financial and estate planning advice to deliver a... ...insurance, education planning, retirement planning, estate planning, and risk...RetirementWork at office
$102k - $177.1k
...risks in the clinical protocol/set‑up and advising clinical team... ...interest for inspection (including pre‑inspection visit support),... ...in the Company’s consolidated retirement plan (pension) and savings... ...Equal Opportunity Employer. All qualified applicants will receive consideration...RetirementContract workWork at officeLocal areaImmediate start$18 - $23.08 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...clients, listen to uncover financial needs and transition clients... ...functions in an in-person branch setting. Proactively work to identify... ...an inclusive culture. All qualified applicants will receive consideration...Hourly payPart timeWork experience placementFlexible hoursShift workDay shift- ...latest banking solutions and cutting-edge financial technology combined with friendly and... ...determined based on the role, experience, skill set and location. Those in eligible roles... ...on-site health and wellness centers, a retirement savings plan, backup childcare, tuition...RetirementImmediate startAfternoon shift
$24 - $30 per hour
...systems in residential and commercial settings across the Greater Philadelphia PA Tri... ...Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions... ..., we will consider for employment qualified applicants with arrest and conviction...RetirementWeekly payContract workTemporary workWork at officeImmediate startMonday to FridayDay shift$43 per hour
...Registered Nurse (Pre-Op/PACU) Full-Time | $43.00/hr Schedule... ...families in planning care, setting goals, and establishing... ...~ Vision Insurance ~401(k) Retirement Plan ~ Life Insurance ~ Short... ...It is our intention that all qualified applicants are given equal opportunity...RetirementFull timeTemporary workWork at officeMonday to FridayShift workWeekday work$20 per hour
...referrals to the other lines of business to meet the customer's financial needs. The Personal Banker will work with the branch team and... ...and Savings Accounts, Certificates of Deposit, Individual Retirement Accounts (IRAs). Deposit only business relationship customers...RetirementHourly payFull timeMonday to Friday- ...referrals to the other lines of business to meet the customer’s financial needs. The Personal Banker will work with the branch team and... ...and Savings Accounts, Certificates of Deposit, Individual Retirement Accounts (IRAs). Deposit only business relationship customers...RetirementTemporary work
$38k - $55k
...Farm agency, we have access to a diverse range of insurance and financial products, enabling us to provide personalized solutions to our... ..., Including: Auto insurance Home insurance Life insurance Retirement planning State Farm agents are independent contractors who...RetirementFor contractorsWork at office- ...Coordinator (RNAC) Brittany Pointe Estates Category: Nursing... ...Acts is currently seeking qualified candidates for the role of... ...of the Minimum Data Set (MDS) and the oversight and development... ...your interests! Acts Retirement-Life Communities is one of the...RetirementFull timeCasual workWork at officeImmediate startFlexible hours
- ...Floating Financial Center Associate A great banking experience starts with a great team!... ...license is required. Pay Transparency We set standard salary ranges for our roles... ...comprehensive benefits package to those who qualify. This includes medical plans with...Work experience placementWork at officeRemote workWork visaFlexible hoursNight shift
$24.87 - $41.45 per hour
...outbound calling), Sales Process (profile/pre-call planning, outreach, appointment... ...types of need, transactional, savings, retirement and protection (why, why and how). Works... ...and prioritization skills Demonstrated financial services product knowledge Ability to...RetirementHourly pay$40 - $50 per hour
...the patient and can find joy in the variety of the work and the settings. You're a teammate and are looking for collaboration with... ...plus 5 years of progressively responsible PT experience. The qualifying Physical Therapy degree earned outside of the U.S. must be...Work from home- ...Registered Nurse - Pre-Op/PACU Full Time Job Category: Nursing Requisition Number... ...common professional and technical journals, financial reports, and legal documents. Ability to... ...~ Life Insurance ~ PTO ~401(k) retirement plan with a company match ~ And more!...RetirementFull timeReliefLocal area
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