Estate and Retirement Financial Advisor

Job overview

The Estate and Retirement Financial Advisor role is an outside, client-facing position based in Framingham, MA, with field meetings and scheduled virtual appointments. Compensation is commission-based; typical earnings are listed as $150,000–$300,000 per year, with top producers earning $300,000+. United Placement Group provides pre-set appointments and back-office support for estate and retirement planning clients. The advisor meets with qualified prospects, recommends annuity, insurance, and retirement income strategies based on client needs, and closes business while maintaining client relationships. The role contributes to clients’ retirement and estate planning through consultative advice, supported by a case manager and appointment setter.

What you'll do

• Meet pre-qualified prospects in the field
• recommend annuity, insurance, and retirement income strategies, including Roth conversions
• close business and maintain client relationships
• work with a dedicated Case Manager and Appointment Setter.

What we're looking for

Skills & competencies

estate and retirement financial advisor

united placement group

framingham ma

full-time

day

financial advising

retirement planning

estate planning

annuities

insurance

roth conversions

commission-based

$150k–$300k typical earnings

field appointments

Work arrangement

• Weekend coverage required

Benefits & perks

• Pre-set qualified appointments
• no marketing costs
• dedicated case manager and appointment setter
• access to annuity, insurance, and retirement income solutions.

Why this role

Pre-set qualified appointments, no cold calling, lead generation support, and back-office case management.

About the employer

United Placement Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.