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Financial Advisor Financial Consultant

Estate & Retirement Advisor: Pre-Set Appointments

Job in Stevens Point, Portage County, Wisconsin, 54481, USA
Listing for: United Placement Group
Full Time position
Listed on 2026-05-08
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
United Placement Group is seeking an experienced Estate & Retirement Financial Advisor in Stevens Point, Wisconsin. In this role, you will focus on pre-set client appointments without the hassle of cold calling or seminar costs, supported by dedicated case management. Candidates must possess a Health & Life insurance license and a relevant financial designation. The position offers strong six-figure income potential with the flexibility to build client-centric retirement plans.

Join us to maximize your impact and income while enjoying a balanced life.
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