
This role is a Senior Market Financial Planner position focused on estate and retirement planning for the senior demographic. The advisor works within an exclusive state territory to meet with pre-scheduled, qualified clients rather than generating their own leads. Key responsibilities include conducting consultative financial planning conversations, designing tailored retirement solutions using annuities and other products, and managing client relationships with support from a dedicated case management team. The position appeals to licensed professionals seeking a streamlined workflow that removes prospecting and administrative burdens, allowing them to focus entirely on advising. The role offers schedule flexibility, a consistent flow of appointments, and the opportunity to serve retirees in a high-impact environment.










