Elite Estate & Retirement Financial Advisor — Pre-Set Appointments

United Placement Group; Allentown (Lehigh County); On-site; USD 150,000 - 350,000; Full time

Benefits offered by this job

Unlimited commission

Flexible schedule

Support team

Job summary

United Placement Group is hiring high-performing Financial Advisors who don’t prospect and want to spend time with qualified clients. Earn 150K–350K+ with unlimited commission potential and full support from appointment setters and case managers.

Licensed professionals with Series 65 or Series 7/66, ChFC, or CFP credentials will find a ready-made platform for retirement planning and estate solutions. Travel within your state is required, with a focus on in-home client meetings.

Qualifications

• Licensed in health & life insurance required.
• Series 65 or Series 7/66 with CFP/ChFC preferred.
• Active U4 record (if applicable).
• Strong track record of in-person sales and relationship building.

Responsibilities

• Present financial expertise to qualified clients and close deals.
• Manage client relationships and coordinate with support teams.
• Travel within your state to meet clients at their homes or offices.

Skills

In-person sales

Client meetings

Travel readiness

Relationship building

Education

Series 65

Series 7/66

ChFC

CFP

Health & Life license

Job description

United Placement Group is hiring high-performing Financial Advisors who don’t prospect and want to spend time with qualified clients. Earn 150K–350K+ with unlimited commission potential and full support from appointment setters and case managers.

Licensed professionals with Series 65 or Series 7/66, ChFC, or CFP credentials will find a ready-made platform for retirement planning and estate solutions. Travel within your state is required, with a focus on in-home client meetings.