Estate & Retirement Financial Advisor- 150-300K+, Qualified Pre-Set appts
United Placement Group is hiring for Estate & Retirement Financial Advisor- 150-300K+, Qualified Pre-Set appts in Philadelphia, Pennsylvania, United States. Senior level. First seen November 3, 2026; open as of November 5, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- United Placement Group
- Where
- Philadelphia, Pennsylvania, United States
- Level
- Senior
- First seen
- November 3, 2026
- Listed via
- Workable
What the posting says
If you’re ready to spend every working hour in front of qualified clients instead of behind a phone or CRM, this role was designed for you. We set the appointments — you focus on sharing your expertise, closing deals, and earning exceptional income. If you hold your Series 65, Series 7/66 combination, ChFC, or CFP, this is your next-level opportunity. We provide what most firms promise but rarely deliver: fully qualified, pre-set appointments with members eager to discuss retirement and legacy planning. No endless cold calling. No lead chasing. Just real client engagements and real earnings.…
Read more and apply on United Placement Group's site
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