Estate and Retirement Financial Advisor

Job overview

The Estate and Retirement Financial Advisor role is based in Hoover, AL, with an exclusive territory in the advisor’s state and travel within that state to meet clients. Compensation is commission-based with six-figure earnings potential described, but no numeric salary range is specified in the structured pay details. United Placement Group pairs advisors with pre-engaged clients seeking financial and estate planning guidance. The advisor focuses on retirement income and annuity planning, meeting qualified prospects and developing tailored solutions. Appointment setters and case managers support scheduling, planning, and paperwork so the advisor can spend more time advising clients and less time prospecting.

What you'll do

• Meet with pre-engaged clients and provide financial and estate planning guidance
• focus on annuities and retirement income
• use available products and carriers to develop tailored retirement solutions
• travel within the state to meet qualified clients
• maintain required active Health and Life insurance licensing and applicable securities credentials.

What we're looking for

Skills & competencies

estate and retirement financial advisor

united placement group

hoover al

financial planning

retirement income

annuities

pre-set appointments

exclusive territory

client advising

statewide travel

commission-based

Work arrangement

• Weekend coverage required

Benefits & perks

• Dedicated appointment setter and case manager
• scheduling, planning, and paperwork support
• flexible schedule.

Why this role

The posting describes 10–12 pre-set qualified appointments weekly, an exclusive state territory, and dedicated appointment-setting and case-management support.

About the employer

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