Unknown Company

Estate & Retirement Advisor — Pre-Set Appointments

worcester, ma • Posted 2 days ago
Onsite Full Time Financial Advice & Private Banking

United Placement Group is seeking an Estate & Retirement Financial Advisor for an Outside Advisor role with pre-set appointments and no prospecting. Earn commissions and work with strong back-office support and case management to focus on closing opportunities.

You will meet clients in the field or at pre-set locations, advising on retirement income strategies and Roth conversions while leveraging established appointments and carrier access for ongoing growth.

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Estate & Retirement Advisor — Pre-Set Appointments in worcester at Unknown Company

This position is listed as full time and onsite.

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