Find & Apply For Personal Financial Advisor Jobs in New Braunfels, Texas

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Now viewing: Financial Advisor - Pre-Set Appointments, No Cold Calling, $100K+ Potential

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United Placement Group

Financial Advisor - Pre-Set Appointments, No Cold Calling, $100K+ Potential

Pay: $100,000/yr

Posted: 1 week ago

Location: 3 locations (Onsite)

Last Updated: 1 week ago

Hours: Full-Time

Expires: 10/6/2026

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Job Description

Tired of chasing leads instead of closing them? This role hands you a full calendar of pre-qualified, pre-engaged retirement and estate-planning clients — so you can spend your time doing what you do best: advising, not prospecting.

Why Advisors Are Applying:

Zero marketing spend — no lead buying, no seminars, no advertising costs out of your pocket 10-12 pre-set appointments per week with clients who already want to talk about retirement income and annuities Full back-office support — a dedicated appointment setter and case manager handle scheduling, paperwork, and case prep Exclusive territory — limited advisor slots per state means less internal competition, more room to grow Strong six-figure earning potential through a competitive commission structure

What You'll Do:

Meet with pre-set, qualified prospects to discuss retirement income, annuities, and protection strategies Recommend solutions from a broad lineup of top-rated carriers Build long-term client relationships through consistent follow-up and service Partner with an internal support team so your time stays focused on client-facing work

What You Need:

Active Health & Life insurance license (required) Series 65, or Series 7 & 66, or a comparable designation (e.g., ChFC) Proven face-to-face, consultative sales success Clean U4 (if currently registered) Comfortable with Microsoft Office and virtual meeting tools Willingness to travel within your state to meet clients No cold calling. No door-knocking. Just qualified appointments, expert support, and the infrastructure to build a real book of business. Apply today — state slots are limited and filling fast.