Estate & Retirement Financial Advisor - Pre-Scheduled Appointments

Worcester, Massachusetts, United States$150,000 – $300,000/yearPosted 18 hours ago

Finance & Banking

About the Role

United Placement Group is seeking an Estate & Retirement Financial Advisor for an outside advisor role with pre-set appointments, no prospecting, and commission-based income. You will meet with clients in the field or through pre-set virtual appointments, supported by back-office staff and a steady stream of qualified leads.

Typical earnings range from $150K–$300K annually, with top producers earning $300K+ depending on closing skills and production.

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What You'll Do

United Placement Group is seeking an Estate & Retirement Financial Advisor for an outside advisor role with pre-set appointments, no prospecting, and commission-based income.

You will meet with clients in the field or through pre-set virtual appointments, supported by back-office staff and a steady stream of qualified leads.