Financial Advisor | No Prospecting | $100K-$300K+ | Qualified PreSet Appointment
$100k - $300kUnited Placement Group
Estate & Retirement Financial Advisor Pre-Set Appointments | No Prospecting | $100K–$300K+ Potential Tired of paying for leads, running seminars, or chasing paperwork? This opportunity is built for experienced Advisors who want to spend their time closing—not prospecting. We provide the clients, the appointments, and the back-end support. You focus on advising and earning. What You Get Pre-set, qualified appointments (10–12/week) — no cold calling No marketing costs — we handle lead generation Full back-office support — case design, applications, follow-up handled for you Streamlined process — minimal paperwork headaches Protected territory — limited advisors per state Access to top carriers + annuity and retirement solutions Income Potential Commission-based Typical earnings: $100K–$200K Top producers: $300K+ Consistent lead flow = consistent opportunity to produce What You’ll Do Meet with pre-qualified prospects interested in retirement and estate planning Recommend annuity and income strategies based on client needs Close business and maintain client relationships Work alongside a dedicated case manager and appointment setter Requirements Active Health & Life license (required) Series 65, Series 7 & 66, or similar (ChFC, etc.) Proven sales experience (consultative approach) Clean U4 (if applicable) Willing to travel within your state If you’re ready to step into a system where the appointments are set, the support is built in, and your income is tied to production—not prospecting—. Limited openings available by state. #J-18808-Ljbffr United Placement Group
$100k - $300k
...Description Job Description Estate & Retirement Financial Advisor Pre-Set Appointments | No Prospecting | $100K–$300K+ Potential Tired of paying for leads,... ...advising and earning. What You Get Pre-set, qualified appointments (10–12/week) — no cold calling...Suggested- ...retirement readiness, Voya Financial is committed to... ...available. Voya Financial Advisors®, Inc., a leading independent... ...and seminars. Qualified candidates must possess... ...the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement...SuggestedLocal area
$50k
...Join a financial services firm where your contributions are valued... ...clients and 20,000 financial advisors across the U.S. and Canada,... ...Deeply understand clients' and prospective clients' needs, priorities,... ...by applicable law. Qualified applicants with arrest or conviction...SuggestedWork at officeWork from homeHome officeFlexible hours$100k
Financial Advisor - K-12 Retirement Specialist (403b/457b) Job Details: 1099 | Commission &... ...rate from presentations to individual appointments • Minimum 2 weeks advance notice -... ...• Mid-career advisors tired of cold prospecting and bureaucracy • Professionals who prefer...SuggestedFull timePart timeWork at office- ...an impact providing expert financial advice with heart. Thrivent... ...complete Thrivent’s comprehensive advisor onboarding program. After... ...community. Make client appointments by leveraging your network and... ...planning fees for those who qualify. Medical, dental, vision, disability...Suggested
- ...opportunities to improve the customer’s financial wellbeing. Collaborates with... ...sales, teller interactions, appointment setting and effective lobby... ..., Problem Solving, Prospecting., Retail Lending, Selling.,... ...employment applicants and qualified individuals with a disability...Full timeTemporary workPart timeWork experience placementWork at office
- ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...sales, teller interactions, appointment setting and effective lobby... ..., Problem Solving, Prospecting., Retail Lending, Selling.,... ...employment applicants and qualified individuals with a disability...Full timeTemporary workPart timeWork experience placementWork at office
$60k - $150k
...start to help you learn and grow as a financial professional first. We’ll train you in... ...questions and a suite of digital sales, prospecting and marketing tools that will help you... ...and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not...Full timeContract workFor contractorsWork at office- ...conversations, identifying appropriate financial solutions, and maintaining a... ...sales, teller interactions, appointment setting, and lobby... ..., Problem Solving, Prospecting, Retail Lending, Selling, Understanding... ...employment opportunity to qualified persons regardless of race,...Temporary workWork experience placement
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program....Full timeContract workFor contractorsWork at 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... ...minimum of three years of service at Northwestern Mutual to qualify for the designation pre‑payment and reimbursement program....Work at office$48k - $100k
...other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a... ...review/approval per compliance guidelines and policies. Source prospective clients and capitalize on referrals. Deliver customized solutions...Shift workDay shift- ...Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial... ..., income planning, and risk management strategies. Prospect for new business opportunities and cultivate referral relationships...
- ...Associate Advisor It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics... ...services for Investment customers Conduct appointments with customer for purposes of selling appropriate...
$23 per hour
...our LinkedIn page! Job details Join our growing team as a financial Aid Advisor This Jobot Job is hosted by Amber Stoneburner Are you a... ...inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without...Hourly payFull timePart timeFreelanceWork at officeLocal areaImmediate startRemote workFlexible hours$120.56k
...relationships and guide clients through key financial decisions (retirement, protection,... ...proven best practices, along with sales, prospecting, and marketing tools to help you attract... ...You may also choose to become a financial advisor with Eagle Strategies LLC, our...Full timeContract workTemporary work$120.56k
...businesses navigate life’s financial decisions through changing markets... ..., along with sales, prospecting, and marketing tools to help... ...choose to become a financial advisor with Eagle Strategies LLC, our... ...position on an ongoing basis. Qualified candidates are encouraged to...Full timeContract workTemporary workTraineeship- ...Salary Range: Not Available BOK Financial, Headquartered in Tulsa,... ...Summary Acting as a trusted advisor, finding and recommending the... ...business savvy to identify new prospects and develop new business. You... ...aspects of employment for all qualified applicants and employees without...Local area
- ...products and services through scheduled appointments, lobby engagement, and proactive... ...helps customers progress toward their financial goals through planning, digital engagement... ...and taking personal ownership to convert qualified opportunities into closed outcomes Champion...Temporary workWork experience placementImmediate start
- ...Responsible for proactive lead generation and appointments conducted inside and outside of branch.... .... Acts as an advocate for clients and prospects across product, support, operations or... ...clients on options for managing financial transactions by leveraging technology,...Work experience placementWork at officeShift work
- ## Wealth Advisor - PNC Wealth ManagementApplylocations: TX - San... ...well as the development of financial plans for clients. Grows and... ...**Preferred Skills**Client Prospecting, Client Relationship Building... ...to employment applicants and qualified individuals with a...Full timeTemporary workPart timeWork experience placementWork at office
- ...Multiple Priorities, Matrix Management, Prospecting, Selling, Understanding Customer Needs... ...background checks as required by Consumer Financial Protection Bureau regulations. This... ...provides equal employment opportunity to qualified persons regardless of race, color, sex,...Full timeTemporary workPart timeWork experience placementWork at office
- ...Position Title: Financial Advisor This role seeks a motivated financial advisor eager to establish a successful book of business. The firm is focused on growth and innovation, providing an opportunity for the advisor to work closely with leadership and drive strategic...Flexible hours
- ...We’re hiring a Financial Planner (Service Advisor) on behalf of our client—a growing hybrid retirement-focused wealth management firm in Central Texas... ...high energy Why This Opportunity Stands Out No need to prospect or close new business, you inherit relationships that...Work at office
- ...focused wealth management firm in Central Texas is seeking a Financial Planner (Service Advisor) to manage long-term client relationships. The role... ...emphasis on collaboration and empathy. With no need to prospect new business, this position offers the chance to join a...
- ...team to deliver comprehensive, fee-based financial advice as a fiduciary while proactively... ...with Client Service Associates and Service Advisors to ensure smooth onboarding, service... ...business development activity and a documented prospect pipeline. Represent our client at select...
- ...Senior Financial Advisor - Remote/Hybrid Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform. This opportunity is ideal for advisors looking for: Greater...Remote workFlexible hours
- ...The Financial Aid Counselor is responsible for counseling students and educating parents regarding federal, institutional and state financial... ...orientation, information sessions, and other events to advise prospective students and their families. Performs other duties as assigned...Weekend workAfternoon shift
$150k
...across Texas. We operate an advisor-first platform designed to take... ...100% of the marketing and prospecting burden off your shoulders by... ..., pre-scheduled client appointments directly on your calendar. In... ...educational reviews of client financial situations to identify gaps...Full timeContract workLocal area- ...Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and...
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