On-the-Road Estate Planning & Insurance Pro
Affinex Financial
Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet local clients with living trusts, review estate plans, and present risk-managed, fixed indexed annuity options through a structured sales process. You will work in a 1099 contract with commission-based earnings, supported by company training and back-office support, focusing on high-quality client outcomes and steady appointment flow. #J-18808-Ljbffr Affinex Financial
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the On-the-Road Estate Planning & Insurance Pro in Tampa, FL vacancy
- ...Financial Group of Tampa, FL, a past winner of Small Business of the Year, is seeking a licensed individual to join our Estate Planning and life insurance team. Our ideal candidate will have an understanding of the life insurance, executive benefits and estate planning...SuggestedWork at office
- ...Sales Executive - Estate Planning Hybrid LeadingResponse Headquarters - Tampa, FL 33634 Overview Position Type Full Time Description... ...professionals and corporate advertisers in the Financial, Insurance, Medical, Preneed, Senior Living, and Legal sectors by...SuggestedFull timeWork at officeLocal areaRemote work
$140k - $175k
...clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in...SuggestedTemporary workWork experience placementWork at officeRemote workFlexible hours3 days per week- ...We are seeking a strategic and hands-on Real Estate Development Manager / Development Project Manager to lead the planning, design, entitlement, and execution of complex... ...master planning, market analysis, budgeting, pro forma modeling, due diligence, permitting, design...SuggestedFor contractorsRelocation
- ...to join a high-energy team focused on wealth protection, life insurance, and annuities. You will receive continuous coaching, access to... ...uncapped earning potential. The position emphasizes strategic planning, virtual consultations, and delivering compelling proposals to...SuggestedRemote job
- ...Investment Analyst in Tampa, FL. This role involves producing financial pro forma models, conducting property due diligence, and supporting... ...must have a bachelor’s degree and at least 5 years of real estate experience, ideally in multifamily and mixed-use projects. The...Remote work
- ...multiple priorities in a fast-paced real estate support environment.Responsibilities:•... ...desktop reviews of common area maintenance, insurance, and real estate tax reconciliations,... ...practical solutions.• Support portfolio planning by organizing priorities, maintaining schedules...Long term contract
$150k
Location: On the road Job Type: Full-time, Contract Salary: $150,000.00 - $500,000.00 per... ...a living trust to review their estate plans and deliver "safe money" income protection solutions. Estate Planning & Insurance Advisor Responsibilities: Attend pre-scheduled...Full timeContract workLocal area$225k - $260k
...Trust & Estate Planning Associate Attorney – Tampa, Florida Direct Counsel is seeking a Trust & Estate Planning Associate Attorney to... ...package including medical, dental, vision, 401(k), disability and life insurance, adoption assistance, and dependent care support....Work at office$160k - $220k
Established (30+ Years) Premier Firm Seeking Attorney for Estate Planning, Trusts & Probate in Tampa, FLAn established firm based in Tampa, FL with over 30 years in practice is seeking a 6+ year Estate Planning Attorney to join their team onsite. This role calls for a highly...- Slide Insurance in Tampa, FL, seeks a Claims Corporate Representative to serve as the company’s trusted witness in legal proceedings and to drive timely, compliant outcomes for litigated property claims. You will partner with defense counsel, claims leadership, and internal...
- ...BCG Attorney Search in Tampa, FL seeks an Associate Attorney to focus on estate planning, probate, and select transactional matters. You will conduct client consultations, draft estate planning documents, and manage cases independently while collaborating with the managing...
$124k - $335k
...Description & SummaryThe OpportunityAs a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role in guiding our... ...environments- Developing and implementing strategic tax planning initiatives to address client needs- Drafting and reviewing tax...Full timeH1bLocal area$106k - $145k
...Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- JOB SUMMARY The Trust & Estate Planning Associate is responsible for supporting the Chief Fiduciary Counsel in the development, implementation, and maintenance of trust, estate, wealth transfer, and business succession planning strategies for Family Office clients. This...Work at office
- ...Description Top 100 AmLaw firm seeks an associate to join its Estates & Trusts Practice Group in their Tampa office. Qualified candidates... ...experience in the following: drafting complex estate plan and business succession planning documents for high net worth individuals...Work at office
$18 per hour
...to one of the most trusted allies in real estate. Asset Living's growing portfolio... ...goals and develop a strategic marketing plan for achieving budgeted occupancy. The Leasing... ...vision, life, accidental, and disability insurance), 401K with employer matching, and commission...Hourly payPermanent employmentFull timeFor contractorsNight shiftWeekend work- Seacoast Bank seeks a Trust & Estate Planning Associate to support the Chief Fiduciary Counsel in designing and maintaining trust, estate, wealth transfer and business succession planning for Family Office clients. The role coordinates drafting, client communications, and...Work at office
$100.35k - $205k
...complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid... ...is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized...Work at officeLocal areaWorldwide2 days per week3 days per week- ...we are "Building a Career for YOU" Real Estate Manager JOB SUMMARY: Responsible... ...escalations and use this information to plan for future needs/alternatives typically via... ...~ PTO and Paid Holidays ~ Health Insurance - Medical, Dental & Vision ~ Life, AD&D...Temporary workFor contractorsWork at officeLocal areaRelocationFlexible hours
$99k - $266k
...Description & SummaryThe OpportunityAs a Financial Services Tax - Real Estate Manager, you will play a pivotal role within our Tax practice,... ...lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for confirming...Full timeH1bLocal area- A reputable law firm in Tampa is seeking a Trusts & Estates Associate to enhance their private client practice. The ideal candidate will... ...in trusts & estates, with skills in drafting wills and estate planning documents. Florida Bar admission is required. This position...Private practice
- ...based law firm is seeking a Legal Assistant to join its Trusts & Estates department. The role involves providing high-level... ...proficiency in Microsoft Office, and strong communication skills. Benefits include a parking stipend and medical insurance. #J-18808-Ljbffr LHHWork at office
- ...working with a well-regarded firm that is looking to add a Trusts & Estates Associate to its growing private client practice in the Tampa/... ...Candidate: 2+ years of experience in trusts & estates, estate planning, or wealth transfer Experience drafting wills, trusts, and...Private practice
- Foundry Commercial was created to be a different kind of real estate company. Our motto - “It’s Personal” - rings true in everything... ...preparation of accurate, timely, and complete reports. Supports the planning, budgeting, and control of operating and capital expenditures....Work at office
- ...law firm seeks an Associate Attorney in Tampa, FL, to focus on estate planning, probate, and select transactional matters. The role involves... .... Proficiency in legal research and writing. Benefits Health insurance. Retirement plan. Paid time off. Paid holidays. #J-18808-...
- ...The Opportunity: Estate Planning Attorney Send resumes to: ****@*****.*** About the Firm A nationally respected, full-service law firm with a long-standing reputation for excellence is seeking an Estate Planning Attorney with 2-5 years...Private practice
$50k - $80k
..., built on a foundation of professionalism and a commitment to client satisfaction. Our clients' dedicated team specializes in estate planning and wills, trusts, probate, trust administration, and both commercial and residential real estate matters. They expertly navigate...Full timeWork at officeRemote workShift work- ...Job Description Job Description Trusts & Estates (T&E) Legal Assistant Location: 100% In-Office Schedule: Monday – Friday... ...attorney calendars, and coordinate meetings. Assist with estate planning documents, trust administration, and court filings. Interact...Full timeWork at officeMonday to Friday
- ...highly motivated Legal Assistant to join our clients Trusts & Estates team. This position involves working with high‑end clientele, so... ...provide critical support to attorneys in all aspects of estate planning and administration, ensuring accuracy and efficiency in a fast‑...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to On-the-Road Estate Planning & Insurance Pro. Be the first to apply!



