Estate & Retirement Advisor — Pre-Set Appointments
Listed on 2026-10-19
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Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Wealth Management, Mortgage Loan Originator / Advisor
United Placement Group is seeking an Estate & Retirement Financial Advisor to join as an Outside Advisor (1099). You will engage pre-qualified prospects through pre-set appointments, focusing on retirement and estate planning.
You earn commissions by closing business, with back-office support handled by a Case Manager and an Appointment Setter, allowing you to dedicate time to advising clients. The role emphasizes Roth conversions and comprehensive retirement income planning, with the
This posting is for the Estate & Retirement Advisor — Pre-Set Appointments role at United Placement Group, based in Columbus, GA, United States.
We have an opening for a Estate & Retirement Advisor — Pre-Set Appointments in Columbus, GA, United States within Finance, Sales.
This role, Estate & Retirement Advisor — Pre-Set Appointments at United Placement Group, could be your next move.
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