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Senior Retirement Financial Advisor — Pre-Set Appointments
Job in
Altoona, Blair County, Pennsylvania, 16603, USA
Listed on 2026-08-20
Listing for:
United Placement Group
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
United Placement Group is seeking a Senior & Retirement Financial Advisor focused on annuities and retirement income strategies. You will handle pre-set appointments and collaborate with a support team to manage paperwork, design plans, and follow-up with clients.
Ideal candidates bring a health and life license, Series 65 or Series 7/66, and a track record of in-person client meetings and compliant recommendations. Travel within your state is required.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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