Overview

Company
United Placement Group
Location
Norristown, Montgomery County, United States
Employment type
On-site
United Placement Group

Finance & Banking • Norristown, Montgomery County, United States

Estate & Retirement Financial Advisor — In-Home Appointments

Norristown, Montgomery County, United StatesOn-sitePosted 10 hours ago
Finance & Banking

About the Role

United Placement Group seeks licensed Financial Advisors to join an elite team focused on in-home client engagements. You will spend time with qualified clients, closing deals, and earning exceptional income, with no cold calling.

Requirements include Health & Life license, Series 65 and Series 7/66 or CFP/ChFC credentials, clean U4, and willingness to travel within your state. You will receive pre-set appointments, strong support, and leading product options to grow your practice.

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What You'll Do

United Placement Group seeks licensed Financial Advisors to join an elite team focused on in-home client engagements.
You will spend time with qualified clients, closing deals, and earning exceptional income, with no cold calling.
Requirements include Health & Life license, Series 65 and Series 7/66 or CFP/ChFC credentials, clean U4, and willingness to travel within your state.
You will receive pre-set appointments, strong support, and leading product options to grow your practice.

Skills & Technologies

Finance & Banking