Estate & Retirement Financial Advisor-175-300K+,Exclusive Qualified Pre-set Appt
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. 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. #J-18808-Ljbffr United Placement Group
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...· Trust Services · Retirement Solutions · Business... ...Mutual provides pre-payment/reimbursement... ...Northwestern Mutual to qualify for the designation pre... ..., "revenue" includes exclusively First Year and Renewal...RetirementFull timeContract workFor contractorsWork at office- United Placement Group seeks a high-performing Financial Advisor to work with pre-set appointments and discuss retirement planning in clients' homes across the state. You’ll close deals, leverage strong product knowledge, and benefit from an appointment-driven model. Licensing...Retirement
$77.39k - $127.14k
...Associate Financial Advisor Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative... ..., investment management, trust and estate planning, brokerage and investment... ...referrals, to identify investment, retirement and planning needs. Actively engage...RetirementWork at officeFlexible hours- ...is a leader in the financial services industry.... ...becoming a Financial Advisor with our investment... ...Guidance, Retirement Planning,4 Wealth Advisory,5 Estate Planning and Business... ...business for over 175 years, helping generations... ...accumulation and qualifying policy dividends paid...RetirementFull timeContract workFor contractorsWork at office
- ...this job and more exclusive features. Direct message... ...& Associates Financial Planning About Us... ...to have all of our advisors earn their CFP.... ...risk management, retirement planning, tax efficiency, and estate planning. Provide... ...wealth management setting. Strong knowledge...RetirementTemporary work
$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity... ...& Advisory Services · Trust Services · Retirement Solutions · Business Needs... ..., and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition...RetirementWork at office- ...background to a dynamic career as an financial advisor with Northwestern Mutual -... ...naturally excel in a team setting, working together towards... ...service to clients. Retirement Bonus based on performance Health... ...Business Development, Real Estate, Auto Rental and others. You...RetirementWork at officeRemote work
- ...Merrill Advisor Development Program - Financial Advisor: Philadelphia Market Wayne, Pennsylvania... ..., including planning for retirement, education, legacy, and... ...-boarding programs that set you up for success.... ...for employment and hire qualified candidates without regard...RetirementInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...conducting in-depth industry and financial analysis of existing and... ...-being benefits, savings and retirement programs, paid time off (including... ...opportunity employer. All qualified applicants will receive... ...and colleagues, and share a set of values that shape our culture...RetirementWork experience placementWork at officeLocal areaWork from homeFlexible hours
$71.8k - $133.7k
...Specialty Consulting Practice, the Pharmacy Financial Consultant will support the MMA East... ...compliance through reconciliations performed at set intervals throughout the plan year to... ...assistance, 401K savings and other retirement programs as well as employee assistance...RetirementMinimum wageContract workWork experience placementRemote workFlexible hours$92.87k - $152.57k
...Financial AdvisorBryn Mawr Trust, a WSFS Company, provides locally managed and collaborative... ..., investment management, trust and estate planning, brokerage and investment services... ...multiple integrated businesses.The Financial Advisor will support the Wealth Investments. The...Work experience placementFlexible hours- ...redefine the advice industry. Our Advance to Financial Planning Advisor Program is a structured pathway... ...management guidance. Advance your skill set and your career Do you have the grit... ...annual Partnership bonus. Industry-leading retirement savings plans: 401(k) contribution 55%...RetirementFull timeApprenticeshipInternshipWorldwide
- ...advisory, tax, trust and estate planning, risk... ...philanthropy, household-level financial services, as well as family... ...Market Assumptions set or Strategic Asset Allocation... ...Employer. All qualified applicants will be considered... .... As an investment advisor, employees of Pitcairn...Full timeWork at officeLocal area
$75k
...strength and stability of Univest Financial, we help clients navigate... ...a relationship-driven Wealth Advisor in King of Prussia, PA who is... ...-starter with the ability to set priorities, manage,... ...month following start date) Retirement Plan: Participation in 401(k)...RetirementTemporary work$80k - $200k
...Financial Advisor/ Financial Planner Vista Wealth Solutions | MassMutual Multiple Locations... ...areas such as financial protection, retirement planning, wealth accumulation,... ...incentive programs, including the ability to qualify for company-sponsored trips. · The resources...RetirementFull timeWork at office- ...needed to meet their individual financial needs. Incumbent will drive... ...comply with all requirements set forth in the SAFE Act, including... ...equal opportunity employer. All qualified applicants will receive... ...free workplace and may perform pre-employment substance abuse testing...Work at officeLocal area
- ...guided by a common purpose to help make financial lives better through the power of every... ...environment where goals were met or exceeded Sets and accomplishes goals, achieving... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained...RetirementTemporary workWork at officeShift workDay shift
$72.28k - $108.16k
...Business TD Wealth Job Description The Financial Advisor (FA) role is a three-year program with... ...and well-being benefits, savings and retirement programs, paid time off (including... ...is an equal opportunity employer. All qualified applicants will receive consideration...RetirementWork at officeLocal areaWork from homeFlexible hours- ...Financial Advisor (Fall/Recent Graduates, Early Acceptance) About Vista Wealth Solutions... ...may include investments, insurance, and retirement planning Present recommendations and... ...others—and your own future. **To qualify, you must be a US Citizen or permanent...RetirementPermanent employmentFull time
- ...support needed to grow a successful financial practice. Whether you're an experienced advisor looking for a stronger platform... ...as investments, insurance, retirement planning, and wealth management... ...can look like. **To qualify, you must be a US Citizen or permanent...RetirementPermanent employmentFull time
$50k
...health, dental, or vision benefits Retirement Financial Paraplanner Summary: We are... ...service experience in a professional office setting, ideally in a related area such as financial... ...encompasses retirement, wealth, tax, estate planning, legacy strategy, financial...RetirementFull timeTemporary workWork at officeFlexible hoursAfternoon shiftWeekday work$23 per hour
...member needs, and recommend appropriate financial solutions. Key Qualifications:... ...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 at office$35.05 - $42.83 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...leave 401(k) and employer-funded retirement plan Paid vacation (from two to five... ...opportunity employer. We consider all qualified applicants without regard to race, religion...RetirementTemporary workWork experience placementLocal area$24 - $34 per hour
...health, wellness, and financial support for you, your... ...covered. Generous Retirement Plans (401(k) and Roth... ...dependent care expenses by setting aside pre-tax money. It’s a... ...and general care.* Exclusive Discounts: Unlock a world... ...employer. All qualified applicants will receive...RetirementHourly payMinimum wageFull timeTemporary workPart timeLocal areaFlexible hours$99.4k - $158.9k
...world business problem-solving.What you’ll do:You’ll support our Financial Services teams by analyzing financial and claims data,... ...welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.Marsh McLennan...RetirementTemporary workWork at officeRemote workFlexible hours$120.38k - $192.6k
...assessments on parties external to Lincoln Financial Group to ensure that information... ...life insurance, group protection, and retirement plan services. With our 120-year track... ...be an equal opportunity employer. All qualified applicants will receive consideration for...RetirementWork experience placementWork at officeRemote workWork from homeRelocation package$64.7k - $120.4k
...colleagues, clients, and communities.The primary role of the Financial Consultant is to work with the Account Teams on assigned cases... ...welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.Applications...RetirementMinimum wageWork experience placementWork at officeFlexible hours$29.75 - $44.5 per hour
...responsible for conducting in-depth industry and financial analysis of existing and potential... ...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 hours$130k - $185k
...Manages Conflict Financial Acumen Managers Complexity... .... Generous Retirement Plans (401(k) and... ...care expenses by setting aside pre-tax money. It's a smart... ...and general care.* Exclusive Discounts: Unlock a... ...opportunity employer. All qualified applicants will...RetirementFull timeTemporary workPart timeLocal areaFlexible hoursShift work$40 - $52 per hour
...U.S. as a full‑time role. Perks: Enjoy exclusive discounts on Wireless/TV, Home/Auto/Renters... ...joy in the variety of the work and the settings. You're a teammate and are looking for... ...progressively responsible PT experience. The qualifying Physical Therapy degree earned outside...Full timePart timeWork from homeVisa sponsorshipRelocation package
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