Estate and Retirement Financial Advisor

Job overview

The Estate and Retirement Financial Advisor role is based in Harrisburg, PA, with in-person client meetings and travel required within the state. Compensation is commission-based with unlimited potential and incentives for top performance; no numeric compensation range is specified. United Placement Group provides appointment-setting and case-management support for financial advisors. The advisor meets qualified, pre-scheduled clients to discuss retirement and legacy planning, share financial expertise, and close sales. The role focuses on client engagements rather than prospecting, supported by a referral pipeline and administrative team.

What you'll do

• Meet qualified, pre-scheduled clients
• discuss retirement and legacy planning
• conduct in-person client meetings and travel within the state
• use the provided appointment-setting and case-management support to focus on client engagements and sales.

What we're looking for

Skills & competencies

estate and retirement financial advisor

retirement planning

legacy planning

harrisburg pa

united placement group

full-time

in-person client meetings

statewide travel required

commission-based

series 65

series 7/66

chfc

cfp

Work arrangement

• Weekend coverage required

Benefits & perks

• Flexible schedule and independence
• dedicated appointment-setting and case-management support
• ongoing support and professional development.

Why this role

The posting describes 8–10 qualified appointments weekly, a dedicated appointment setter and case manager, and a referral pipeline from estate-planning partners.

About the employer

United Placement Group is hiring for this role. Industry: Direct Health and Medical Insurance Carriers. Sector: 52.