Overview

Company
United Placement Group
Location
Harrisburg, Dauphin County, United States
Employment type
On-site
United Placement Group

Finance & Banking • Harrisburg, Dauphin County, United States

Estate & Retirement Advisor - Pre-Booked Appointments

Harrisburg, Dauphin County, United StatesOn-sitePosted 10 hours ago
Finance & Banking

About the Role

United Placement Group is seeking a high-performing Financial Advisor licensed in your state to join an elite team. This role offers pre-set appointments, travel within the state, and no cold calling, enabling you to close retirement and legacy planning deals with qualified clients.

Bring Series 65 or Series 7/66 with ChFC or CFP credentials, an active health and life license, and a proven in-person sales record.

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What You'll Do

United Placement Group is seeking a high-performing Financial Advisor licensed in your state to join an elite team.
This role offers pre-set appointments, travel within the state, and no cold calling, enabling you to close retirement and legacy planning deals with qualified clients.
Bring Series 65 or Series 7/66 with ChFC or CFP credentials, an active health and life license, and a proven in-person sales record.
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Skills & Technologies

Finance & Banking