Unknown Company

Estate & Retirement Advisor — Pre-set Appointments (1099)

birmingham, al • Posted 3 days ago
Onsite Full Time Financial Advice & Private Banking

United Placement Group seeks an Estate & Retirement Financial Advisor to serve as an Outside Advisor (1099). You’ll meet clients at their homes or pre-set locations and via virtual appointments. The role emphasizes closing over prospecting, with full back-office support and supplied pre-set leads.

Expect commission-based earnings with typical range $150K–$300K, top producers $300K+. You’ll recommend retirement income strategies and Roth conversions while traveling within your territory.

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Estate & Retirement Advisor — Pre-set Appointments (1099) in birmingham at Unknown Company

This position is listed as full time and onsite.

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