Financial Advisor — Retirement Planning & Growth (On‑Site)

United Placement Group; Bradenton (FL); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Base salary + commission

Pre‑scheduled appointments

Office and technology provided

Experienced Case Manager support

Stable, structured schedule

Top carrier products

Growth opportunity

Job summary

United Placement Group is seeking a self‑motivated Financial Advisor to service both new and existing clients on-site in Bradenton, FL. The role focuses on retirement planning, including insurance solutions and Roth conversions, with strong support and a proven system to grow your advisory practice.

You will work full‑time, Monday–Friday, 8:00 AM–4:30 PM, with pre‑scheduled client appointments and an opportunity to expand into outside sales for greater earning potential.

Qualifications

• Active Series 7 & 66, or Series 65, or ChFC equivalent.

Responsibilities

• Serves both new and existing clients with financial planning guidance.
• Conducts on-site client reviews and telephonic/virtual meetings as scheduled.
• Delivers retirement income plans and insurance solutions, including Roth conversion strategies.

Skills

Series 7/66

Retirement planning

Insurance products

Sales ability

Microsoft Office

Tools

Microsoft Office

Job description

United Placement Group is seeking a self‑motivated Financial Advisor to service both new and existing clients on-site in Bradenton, FL. The role focuses on retirement planning, including insurance solutions and Roth conversions, with strong support and a proven system to grow your advisory practice.

You will work full‑time, Monday–Friday, 8:00 AM–4:30 PM, with pre‑scheduled client appointments and an opportunity to expand into outside sales for greater earning potential.