Estate & Retirement Advisor — Pre-Set Appointments
Job in
Temple, Bell County, Texas, 76508, USA
Listed on 2026-07-20
Listing for:
United Placement Group
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
United Placement Group is seeking an Estate & Retirement Financial Advisor in Texas. This role emphasizes closing over prospecting, with pre-set appointments and full back-office support to help you earn based on production.
You will meet with pre-qualified prospects, design retirement and estate strategies, and work with a case manager to finalize cases. Licensing requirements and a travel willingness are required.
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