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If you’re a high-caliber, licensed financial professional ready to plug into a system built to ease your biggest pain points—marketing, prospecting, and paperwork—while maximizing your impact and income, this could be your next step. Limited, exclusive slots per state: Only a select number of Advisors are brought on in each state, reducing internal competition and supporting long-term growth.

Are you an experienced Financial Advisor or Insurance Agent who loves working with clients—but is exhausted by constant prospecting, seminar costs, and chasing paperwork? This role is designed to remove those pain points so you can focus on high-quality client work, strong income, and a better life balance.<h3>Estate & Retirement Financial Advisor – Pre-Set Appointments, Full Support, Strong Six-Figure Potential</h3><h3>Why this opportunity stands out</h3><ul><li>No out-of-pocket marketing costs: Stop paying for seminars, mailers, ads, or leads—client acquisition is handled for you.</li><li>Pre-set, qualified appointments: Meet with clients who have already expressed interest in estate and retirement planning, not cold or unvetted leads.</li><li>Full back-office & case management: A professional team supports you with case design, plan preparation, applications, and follow-up so you can stay in front of clients.</li><li>Help with “paper chasing”: From forms and requirements to carrier follow-ups, you have support to keep cases moving without you getting buried.</li><li>Opportunity for managed money: Leverage and grow your advisory practice with access to additional investment and managed money opportunities (where applicable).</li><li>Limited, exclusive slots per state: Only a select number of Advisors are brought on in each state, reducing internal competition and supporting long-term growth.</li></ul><h3>The role</h3>As an Estate & Retirement Financial Advisor focused on annuities and retirement income strategies, you will:<ul><li>Conduct approximately 10–12 pre-set appointments per week with qualified, pre-engaged prospects.</li><li>Educate clients on retirement income, annuities, and protection strategies aligned with their long-term goals.</li><li>Recommend suitable annuity and related solutions from a broad lineup of top-rated providers.</li><li>Partner closely with an internal appointment setter and case manager who support your calendar, case prep, and paperwork from start to finish.</li><li>Build and maintain strong client relationships through thoughtful follow-up and ongoing service.</li></ul><h3>What we’re looking for</h3><ul><li>Active Health & Life insurance license (required).</li><li>One of the following: Series 65; or Series 7 & 66; or a comparable advanced designation such as ChFC.</li><li>Proven face-to-face sales success using a consultative, needs-based approach.</li><li>Clean U4 (if currently registered).</li><li>Proficiency with Microsoft Office and comfort using virtual meeting tools.</li><li>Willingness to travel within your state to meet clients.</li><li>A genuine passion for serving pre-retirees and retirees and helping them achieve peace of mind.</li></ul><h3>What you gain</h3><ul><li>Strong six-figure income potential supported by a competitive commission structure and a steady flow of qualified appointments.</li><li>No cold calling, no door-knocking, and no endless prospecting—spend your time where it counts: in meetings with ready-to-talk clients.</li><li>Dedicated back-office and case management support to dramatically reduce non-revenue activities.</li><li>Access to leading products and carriers to build truly client-centric retirement and income plans.</li><li>Greater control over your schedule, supported by systems, infrastructure, and lead flow that make consistent production realistic.</li></ul>If you’re a high-caliber, licensed financial professional ready to plug into a system built to ease your biggest pain points—marketing, prospecting, and paperwork—while maximizing your impact and income, this could be your next step. Apply now to explore the opportunity and secure your spot before remaining openings in your state are filled.

United Placement Group

Senior & Retirement Financial Advisor - Pre-Set Appointments, No Cold Calls

Annuities

Case Management

Customer Acquisition

Customer Relations

Customer Training

Develop and Maintain Customers

Financial Planning

Financial Services

Follow Through

Health Insurance

Insurance

Life Insurance

Marketing

Microsoft Office

Retirement Plan

Retirement Planning

Sales

Sales Prospecting

Seminars

Series 65

Series 7

Willing to Travel

Workable

We support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado. MBE Wealth is open to discussing independent contractor or direct full-time hire arrangements including buying a current advisor's book or business and/or creating a commission-based model as it relates to compensation.

What's the role?Financial Advisors provide financial planning and investment support to the firm's clients. Your primary role will be to assist current firm clients' financial planning and investment needs. Your secondary role will be to develop your clientele and future marketing strategies to effectively grow the firm clientele. To be successful in this position you should understand financial planning and investing concepts, be detail-oriented, and professional, and have excellent written and verbal communication skills.MBE Wealth is open to discussing independent contractor or direct full-time hire arrangements including buying a current advisor's book or business and/or creating a commission-based model as it relates to compensation. We are flexible in finding the arrangement that works best for the candidate.What experience and skills do I need to be successful?<ul><li>Bachelor's degree in finance, business administration, or a related business field.</li><li>Experience in a financial advisor or related position.</li><li>Series 66 or Series 65 licensure.</li><li>General computer skills in using Microsoft Office Suite (Word, Excel, Outlook) and managing clients within a CRM.</li><li>Excellent personal skills when dealing with clients of all ages and from all walks of life.</li></ul>Great Perks and Benefits:Some major perks we offer are long-term job stability, work-life balance to support raising a family, and the opportunity to grow your career within the company. In addition:<ul><li>Competitive medical, dental, and vision insurance plans.</li><li>FSA/HSA account options.</li><li>Paid Time Off (PTO).</li><li>401k employer matching program to save for retirement.</li><li>Tuition reimbursement and professional growth opportunities through continuing education.</li><li>Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.</li><li>Bonuses for helping with business development leads.</li><li>Incredible potential for upward mobility and career growth.</li></ul>What will my schedule look like?This onsite role supports our office hours of Monday-Friday 8a-5p with very limited travel unless requested by a client for an in-person meeting.How do I join?The first step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE Wealth team.What else are you hiring for?See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn.More about MBE Wealth:MBE Wealth is part of the MBE CPAs affiliate group. We are a team of financial experts who use our industry-based knowledge to help others succeed in their financial journeys through financial planning and wealth management. We support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.

MBE Wealth

Financial Advisor

Accidental Death and Dismemberment (AD&D)

Administrative Skills

Business Administration

Business Development

Certified Public Accountant (CPA)

Communication Skills

Computer Skills

Customer Relationship Management (CRM)

Customer Support/Service

Detail Oriented

Finance

Interpersonal Skills

Lead Generation

LinkedIn

Marketing Strategy

Microsoft Excel

Microsoft Outlook

Microsoft Word

On Site Support

Presentation/Verbal Skills

Sales Management

Series 66

Wealth Management

Writing Skills

Talent Acquisition

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Financial Advisory Jobs in Stevens Point, WI

Senior & Retirement Financial Advisor - Pre-Set Appointments, No Cold Calls United Placement Group

Financial Advisor MBE Wealth

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