Estate & Retirement Advisor: Pre-Set Appointments
Job in
Wisconsin Rapids, Wood County, Wisconsin, 54494, 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 seeks an Estate & Retirement Financial Advisor focused on annuities and retirement income strategies in Wisconsin. You will work with pre-set appointments and a full support team to educate clients, recommend suitable products, and guide cases from start to finish.
In this role you’ll leverage an internal appointment setter, back-office case management, and exclusive state slots to build trusted relationships and sustainable growth, with six-figure earning potential.
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