Estate & Retirement Advisor - Pre-Set Appointments, 1099

Posted 2 days ago

united placement groupCherry Hill Twp (NJ)

Personal Financial Advisors Employment Placement Agencies

SENIORITY

Senior

SALARY

$150,000 - $300,000 per year

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About the role

United Placement Group seeks an experienced Estate & Retirement Financial Advisor to join as an outside advisor on a 1099 contract. You’ll meet clients at their homes or other pre-set locations and via pre-scheduled virtual appointments, focusing on retirement and estate planning rather than prospecting. You’ll benefit from pre-set appointments, back-office support, and access to top carriers. Typical earnings range from $150K to $300K+ depending on production.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.