Financial Planning Expert

3 weeks ago


College Station, Texas, United States United Placement Group Full time
About the Role

We are seeking a highly motivated and experienced Financial Planning Expert to join our team at United Placement Group. This is a fantastic opportunity for a Senior Market Strategist who is passionate about delivering exceptional financial planning services to clients.

As a key member of our team, you will be responsible for developing and implementing tailored financial plans that cater to the unique needs of our clients. With a strong focus on retirement income, you will work closely with our dedicated case manager to design personalized solutions that meet our clients' financial goals and aspirations.

To succeed in this role, you will require a proven track record of success in sales and marketing, with a strong ability to communicate complex financial concepts to clients. You will also need to possess excellent analytical and problem-solving skills, with the ability to navigate complex financial products and services.

In return for your expertise, you can expect a competitive salary of $120,000 per year, plus uncapped commission earnings. As a valued member of our team, you will enjoy a range of benefits, including a comprehensive training program, ongoing support and mentorship, and access to a wide range of high-quality financial products and services.



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