Estate & Retirement Advisor — Pre-Set Appointments
Job in
Round Rock, Williamson County, Texas, 78682, USA
Listed on 2026-07-10
Listing for:
United Placement Group
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
United Placement Group is seeking an Estate & Retirement Financial Advisor focused on annuities and retirement income strategies. This role provides pre-set appointments and comprehensive back‑office support, allowing you to focus on high‑quality client work and income growth.
You will educate clients, recommend suitable solutions, and partner with a calendar‑support team to keep cases moving—from first meeting to completion—while enjoying substantial six‑figure potential.
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