Financial Advisor - Six Figure Opportunity

Unlock Your Financial Potential as a Financial Advisor

Are you an ambitious Financial Advisor seeking to elevate your career to new heights? Look no further! United Placement Group is thrilled to offer a position that not only allows you to grow your practice but also promises a six-figure income potential. Join us, and take the next step in your professional journey!

Why Join United Placement Group?

At United Placement Group, we pride ourselves on providing our Financial Advisors with the tools, support, and resources they need to succeed. Here's what you can expect:

• Pre-Qualified Leads: Forget the hassle of prospecting. We provide you with pre-qualified leads, allowing you to focus on what you do best-advising clients and closing sales.
• Comprehensive Support: Our dedicated support staff is here to assist you with administrative tasks, ensuring you have more time to dedicate to your clients.
• Ongoing Training: We believe in continuous professional development. Benefit from regular training and mentoring to enhance your skills and exceed your financial goals.
• Collaborative Culture: Join a dynamic team of like-minded professionals who are eager to share knowledge, strategies, and successes.

Your Role

As a Financial Advisor with United Placement Group, you will:

• Meet with clients to assess their financial objectives and recommend appropriate investment strategies and products.
• Utilize our extensive portfolio of financial products, including annuities and insurance, to create tailored solutions for clients.
• Build and maintain strong, trusting relationships with clients, ensuring their financial needs are met and exceeded.
• Collaborate with a team of experts to deliver exceptional service and value to your clients.

Join Us Today!

Don't miss this opportunity to elevate your career as a Financial Advisor in Wauwatosa, WI. If you're ready to embrace a fulfilling career with substantial earning potential, apply now and take the first step toward transforming your financial future!

Requirements

To be considered for this exciting opportunity, you must:

• Hold an active Health and Life insurance license.
• Possess a Series 65 license or be willing to obtain it within 90 days (or have an Active Series 7 & 66 or ChFC designation).
• Maintain a clean U4 record (if currently registered).
• Reside in Wauwatosa, WI, or the surrounding area.
• Exhibit proficiency in face-to-face client interactions and enjoy building relationships.
• Demonstrate proven sales ability with a track record of successful sales using a needs-based approach.
• Be proficient in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
• Willingness to travel within your region to meet with qualified clients.

Benefits

As a Senior Market Financial Planner with us, you will enjoy the following benefits:

• 6-Figure Earning Potential thanks to our generous commission structure and a steady stream of qualified clients.
• Dedicated Appointment Setter who will schedule 8-12 appointments per week, ensuring you have ample opportunities to meet with potential clients.
• Dedicated Case Manager who will work with you to design the perfect financial plan for your clients and handle all the necessary paperwork, allowing you to focus on what you do best - providing expert financial advice.
• Ability to manage your own schedule to create personalized financial solutions for your clients while maintaining your work/life balance.
• Access to a wide range of high-quality providers and financial products that cater to the unique needs of our existing client base throughout their retirement years.