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United Placement Group
Financial Advisor - Pre-Set Appointments, No Cold Calling, $100K+ Potential
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Based on Texas data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$102,684 / year median in Texas
+8% projected growth
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.