Licensed Financial Advisor | 1099 | Streamlined Process | Immediate Opportunity

United Placement Group

Job Description

Estate & Retirement Financial Advisor (1099 – Commission Only)
Pre-Qualified Appointments | High Production Opportunity | No Prospecting

This opportunity is built for experienced, high-performing Financial Advisors who want to focus on production without the burden of lead generation or administrative work.

You will meet with pre-qualified clients who have requested retirement and estate planning guidance, supported by a full-service team handling scheduling, case management, and processing.

What You Get

Consistent flow of pre-set, qualified appointments (no cold calling)
No out-of-pocket marketing or lead generation costs
Full front- and back-office support (case design, applications, follow-up)
Streamlined process designed to help reduce time from application to commission payment (timelines vary)
Access to multiple top carriers and retirement solutions
Initial and ongoing sales training designed to support performance and help maximize results
Limited advisor availability by territory

What You’ll Do

Meet with clients actively seeking retirement and estate planning solutions
Provide recommendations using annuity and insurance-based strategies
Manage cases with support from internal operations team
Focus on client relationships and production

Compensation

1099 independent contractor
Commission-only structure (no base salary)
Earnings vary based on production and activity level
Opportunity for high income potential; no guaranteed earnings

Requirements

Active Life & Health license (required)
One of the following required: Series 65, Series 66 & Series 7 combination, or ChFC designation
Proven success in financial services, insurance, or consultative sales
Strong closing and client relationship skills
Ability to manage schedule and travel within territory
Clean regulatory background (if applicable)

We are hiring a limited number of licensed Financial Advisors in select territories. If you are ready to work with pre-qualified appointments, full operational support, and a streamlined process designed to help improve efficiency from application to commission payment, apply today to be considered. Candidates with strong production backgrounds and the required licensing will be prioritized for review.

Apply

Vacancy posted 3 days ago

Similar jobs that could be interesting for youBased on the Licensed Financial Advisor | 1099 | Streamlined Process | Immediate Opportunity in Georgetown, TX vacancy

US Experienced Financial Advisor
$50k
...Join a financial services firm where your contributions... ...20,000 financial advisors across the U.S.... ...Oversee branch processes, roles, and... ...a high-quality, streamlined client experience... ...registrations and licenses in good standing.... ...also includes opportunities for profitability...
Suggested
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Georgetown, TX
5 days ago
Financial Solutions Advisor - Austin Area
...Financial Solutions Advisor - Austin Area Austin, Texas;Austin,... ...but there is not an immediate opening for every location... ...career with opportunities to learn, grow, and... ...completing required licenses and trainings. This... ...check and registration process. Failure to obtain and...
Immediate start
Temporary work
Work at office
Monday to Friday
Shift work
Day shift
Bank of America
Round Rock, TX
4 days ago
Licensed Life Insurance Advisor - Commission Based
...our network of established financial protection specialists. This 1099 entrepreneurial... ...commission with zero splits. Immediate Equity Ownership: Enjoy... ...resident state Life Insurance license. Active Errors and... ...Management overrides for advisors focused on agency building...
Immediate start
Contract work
Work at office
Remote work
CEO Life
Round Rock, TX
3 days ago
Financial Advisor
...Job Description Financial Advisor Jobs at First Command: Shaping... ...management Training and licensing support: ~ First Command... ...to guide you through the process. Licensing: You'll receive... ...licensing, you'll have the opportunity to transition into a paid...
Suggested
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
Georgetown, TX
3 days ago
Financial Advisor
$54.1k
...Type: Regular Your opportunity At Schwab, you're empowered... ...and grow. As a Financial Services... ...and FINRA Series 7 & 63 licenses, opening doors to a meaningful... ...shifts. * Your Talent Advisor will walk you through... ...the shift assignment process during the interview....
Suggested
Work at office
Remote work
Monday to Friday
Shift work
Night shift
Day shift
Afternoon shift
Weekday work
Charles Schwab Careers
Round Rock, TX
3 days ago
Financial Advisor
$43.89k - $150k
...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants... ...Regions, the Financial Advisor establishes a portfolio... ...Series 66 Life Insurance License must be obtained within... ...application or hiring process, please email your request...
Full time
Temporary work
Local area
Flexible hours
Cetera Financial Group
Round Rock, TX
15 days ago
Commercial Lender
...capabilities and resources of a larger financial institution. The Commercial... ...structure commercial loan opportunities tailored to client needs... ...evaluate creditworthiness Process and underwrite commercial... ...communities it serves. For immediate consideration, please contact...
Immediate start
Local area
The Agency
Cedar Park, TX
4 days ago
Financial Solutions Advisor - $65K+ Earning Potential
$65k
...At the forefront of specialized financial services, we help families safeguard... ...continuous learning and development opportunities. Application Process: # Submit Your Application: No... ...State and federal laws require licensing to sell certain insurance products....
Full time
Flexible hours
The Briggs Agencies
Georgetown, TX
1 day ago
Business Development Representative
...and North Travis Counties, you have the opportunity to increase earning potential in our organization... ..., and rehab centers "cold" to establish immediate, professional rapport with gatekeepers... ...preferred. ~ Mobility: Valid driver's license and reliable transportation for daily...
Immediate start
Start working today
Work at office
Local area
Always Best Care Senior Services - Wake Forest/Raleigh
Georgetown, TX
2 days ago
Teller - Part Time
$20 per hour
...people and providing excellent service. This is a great opportunity for someone who wants to grow their financial services experience, work in a supportive... ...members and provide exceptional in-person service Process deposits, withdrawals, payments, and other routine...
Hourly pay
Part time
Work experience placement
Austin Telco FCU
Georgetown, TX
3 days ago
Measurement Technician (Flooring Estimator) - 1099-Subcontractor
...Estimator / Measure Technician (1099 Contractor) Now Hiring –... ...contractors.This is a great opportunity for motivated individuals who... ...transportation Valid driver’s license and proof of personal auto... ..., detail-oriented, and ready to start immediately, apply today!...
Immediate start
Weekly pay
For contractors
For subcontractor
Start working today
Flexible hours
SERVICE PROS INTALLATION GROUP, INC
Round Rock, TX
12 days ago
Personal Banker
...products and services to support their financial success * Follow established policies... ...require in-store aisle prospecting * Process deposits and pay out funds in accordance... ...lift up to 50 lbs. FNBT is an equal opportunity employer. * At least 18 years of age...
Work experience placement
Work at office
Flexible hours
Afternoon shift
First National Bank Texas
Georgetown, TX
1 day ago
Travel Nurse RN - Emergency Room (ER) / Trauma - $1,370 to $1,465 per week in Georgetown, TX
$1,370 - $1,465 per week
...dental and vision insurance ~ License reimbursement for new licenses needed... ...through every step of that process, offering meaningful opportunities, clear guidance, and long-term partnership... ...work-life balance by providing a streamlined recruitment process, rapid...
Immediate start
Hourly pay
Weekly pay
Full time
Contract work
Shift work
TravelNurseSource
Georgetown, TX
1 day ago
Commercial Lender
...prospects for quality loan opportunities and generates and maintains... ...a mission that goes beyond financial transactions, focusing on building... ..., staff proficiencies and processed as they relate to assigned... ...EDUCATION, EXPERIENCE, AND LICENSES: Bachelor's degree in...
Hourly pay
Full time
Temporary work
Part time
Bank staff
Work at office
Local area
Visa sponsorship
Work visa
Glacier Bancorp
Georgetown, TX
1 day ago
Teller
...respected, valued and have an opportunity to contribute to the company... ...aimed at improving customer financial wellbeing and creating... ...increasing share of wallet. Processes a variety of customer interactions... ...Certification(s)## **Licenses**No Required License(s)# **Benefits...
Full time
Temporary work
Part time
Work experience placement
Work at office
Shift work
PNC Financial Services Group
Georgetown, TX
3 days ago
Full-Time Teller
$16 per hour
...while keeping work balanced and compliant. Processing deposits, withdrawals, and transfers... ...Time Off All Federal Banking Holidays Financial Wellness Program Health & Wellness Program... ...is an affirmative action and equal opportunity employer; all individuals have an equal...
Hourly pay
Full time
Monday to Friday
Flexible hours
Shift work
Night shift
EmergencyMD
Georgetown, TX
5 days ago
Teller
...respected, valued and have an opportunity to contribute to the company... ...aimed at improving customer financial wellbeing and creating... ...increasing share of wallet. Processes a variety of customer interactions... ...Certification(s) Licenses No Required License(s)...
Full time
Temporary work
Part time
Work experience placement
Work at office
Shift work
PNC Financial Services Group
Georgetown, TX
5 days ago
Teller
$16 per hour
...while keeping work balanced and compliant. Processing deposits, withdrawals, and transfers... ...Time Off All Federal Banking Holidays Financial Wellness Program Health & Wellness Program... ...is an affirmative action and equal opportunity employer; all individuals have an equal...
Hourly pay
Full time
Monday to Friday
Flexible hours
Shift work
Night shift
EmergencyMD
Georgetown, TX
3 days ago
Travel Nurse RN - Emergency Room (ER) / Trauma - $1,474 per week in Georgetown, TX
$1,474 per week
...high-pressure environment, delivering immediate care to patients suffering from injuries... ...Medical which allows us to offer more opportunities to our travelers! Modalities we staff... ...s SLP Surgical Tech's Sterile Processing Tech's Since we are new and nimble,...
Immediate start
Full time
Contract work
Flexible hours
Shift work
TravelNurseSource
Georgetown, TX
1 day ago
FP&A Analyst
...Financial Planning And Analysis Role This role is responsible for supporting the financial planning and analysis of... ...continuous improvement by enhancing financial reporting processes and identifying opportunities to improve efficiency and reduce costs. Responsibilities...
Contract work
Work at office
Monday to Friday
Afternoon shift
AMETRINE LLC
Round Rock, TX
4 days ago
Leasing & Marketing Professional
...growth with intention, flexibility, and real opportunities to make an impact. We're currently... ...Responsibilities Manage all aspects of the leasing process, including leasing apartments, preparing... ...This role MAY require a valid driver's license. This role may require you to obtain a...
Currently hiring
Work at office
Flexible hours
Willow Bridge Property Company
Georgetown, TX
1 day ago
Inventory Control Manager
...difference‑maker: it touches the financial close, customer trust, and... ...line of sight. It’s an immediate need, and the right person steps... ...this team! We are an equal opportunity employer who values... ...job application or interview process, to perform crucial job functions...
Immediate start
Spot On Talent
Georgetown, TX
5 days ago
Commercial Credit Analyst
...analysis work on loans and leases, applying financial expertise to assess credit worthiness... ...moderate supervision. Equal Employment Opportunity We are an Equal Employment/Affirmative Action... ...for any part of the employment process, please contact us by email at ****@*****.***...
Work at office
Local area
Farm Credit
Round Rock, TX
5 days ago
Financial representative
...Launch your financial services career with an organization that positively impacts thousands... ...already hold: an active life insurance license, FINRA securities registration (... ...bonuses and other incentives. Modern Woodmen is an equal opportunity employer. #J-18808-Ljbffr...
Local area
Modern Woodmen
Georgetown, TX
2 days ago
Behavior Detection Officer (BDO) - No Experience Required
$23 - $45 per hour
...Perks and Benefits Paid leave and holidays Health insurance coverage Retirement plan with TSP matching Overtime opportunities Career advancement Key Responsibilities Monitor passenger behavior Identify potential threats Coordinate with law...
Shift work
Airport Security Careers
Georgetown, TX
2 days ago
Physical Therapy - Physical Therapist (PT)
$2,256 per month
...traveling the country, this is your opportunity! Minimum... ...Current, valid, and active license to practice as a Physical Therapist... ...application and submit your resume for immediate consideration. Thank... ...no surprises later in the process. Client Details Address...
Immediate start
Hourly pay
Weekly pay
Contract work
Local area
Shift work
Outpatient-Select Medical 19369 BSW OP - Georgetown (Northwe...
Georgetown, TX
2 days ago
Travel Nurse RN - Medical-Surgical - $1,521 per week in Round Rock, TX
$1,521 per week
...looking to explore a rewarding career opportunity, we'd love to hear from you! Apply... ...your questions, and guide you through the process. About GQR Healthcare: At GQR... ...and work-life balance by providing a streamlined recruitment process, rapid response support...
Immediate start
Full time
Contract work
Shift work
Night shift
TravelNurseSource
Round Rock, TX
1 day ago
Trash Collector (Nights)
...average of 5 to 15 hrs/per week depending on the job), consistent pay and fast-tracked promotional advancement opportunities in a fast-growing company. We have immediate start dates and provide hands on, paid training. No experience is necessary. MUST HAVE A PICKUP TRUCK AND...
Immediate start
Part time
Currently hiring
Night shift
A1 Valet Trash, LLC
Round Rock, TX
4 days ago
2nd Shift - Assembler/Packer
...CPI). Better yet, become one! CPI has an immediate need for an Assembler/Packer in CPI's... ...different functional stations of the assembly processes from TeraFrame to Mixed Model line to... ...to help guide the company's future. Equal Opportunity Employer/Veterans/Disabled...
Immediate start
Full time
Shift work
Weekend work
Afternoon shift
Chatsworth Products
Georgetown, TX
4 days ago
Patient Financial Associate
...which include assessing the patient's financial status, identifying and obtaining a source... ...to ensure a seamless revenue cycle process. Join one of the largest healthcare... ...assistance, and so much more. More career opportunities closer to home - as the largest...
Full time
Local area
Monday to Friday
Day shift
MEDSTAR HEALTH
Georgetown, TX
5 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Licensed Financial Advisor | 1099 | Streamlined Process | Immediate Opportunity. Be the first to apply!