Estate and Retirement Financial Advisor

Job overview

The Estate and Retirement Financial Advisor role is listed in Harrisburg, PA; the posting does not specify compensation, despite promotional income language in the title and description. The role supports estate and retirement planning through qualified, pre-set client appointments. The advisor meets clients to discuss retirement and legacy planning, presents suitable product strategies, and works to close sales. The position is designed to reduce prospecting through appointment-setting and administrative support, and requires travel within the state.

What you'll do

• Meet qualified, pre-scheduled clients for retirement and legacy planning
• present annuity and retirement-focused product strategies
• conduct in-person client meetings and sales
• travel within the state
• maintain required licenses and credentials.

What we're looking for

Skills & competencies

financial advisor

estate planning

retirement planning

harrisburg pa

qualified appointments

client meetings

annuities

series 65

series 7/66

chfc

cfp

state travel

Work arrangement

• Weekend coverage required

Benefits & perks

• Uncapped commission potential, performance incentives, flexible schedule, appointment-setting and case-management support, and sales training.

Why this role

The organization provides qualified appointments, appointment-setting and case-management support, and sales training; travel within the state is required.

About the employer

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