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Estate & Retirement Advisor — Pre-Set Appointments
Job in
Georgetown, Williamson County, Texas, 78628, USA
Listed on 2026-08-30
Listing for:
United Placement Group
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
United Placement Group is seeking an Estate & Retirement Financial Advisor to join as an outside advisor (1099). You will meet clients in the field or via pre-set virtual appointments, focusing on retirement income planning and Roth conversions, with no prospecting required.
Opportunity highlights include pre-set appointments (10-12 per week), no marketing costs, full back-office support, and access to top carriers for annuity and retirement solutions.
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