Senior Market Financial Planner for Estate and Retirement Planning
United Placement Group
San Antonio, texas
Responsibilities:
- Utilize your extensive financial planning knowledge and experience to assist our clients in creating comprehensive retirement plans tailored to their individual needs and goals.
- Work with our existing client base who have purchased Estate Planning services, helping them optimize their retirement strategies.
- Collaborate with appointment setters to meet with qualified clients who are eager to discuss their retirement plans.
- Partner with case managers to develop customized financial solutions and oversee the necessary paperwork process.
- Stay...