Allentown, Lehigh County, United StatesPosted 18 hours ago
Finance & Banking
About the Role
United Placement Group is seeking licensed financial advisors who don’t prospect to meet with pre-qualified retirement clients in-home across your state. You’ll focus on sharing your expertise, closing deals, and earning exceptional income with a dedicated appointment setter and case manager.
Applicants should hold Series 65 or Series 7/66 with ChFC or CFP, have an active health and life license, a clean U4 record, and a proven in-person sales track record.
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What You'll Do
United Placement Group is seeking licensed financial advisors who don’t prospect to meet with pre-qualified retirement clients in-home across your state.
You’ll focus on sharing your expertise, closing deals, and earning exceptional income with a dedicated appointment setter and case manager.
Applicants should hold Series 65 or Series 7/66 with ChFC or CFP, have an active health and life license, a clean U4 record, and a proven in-person sales track record.
