Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Road-Ready Estate Planning & Insurance Advisor

Affinex Financial

Affinex Capital is hiring an Estate Planning & Insurance Advisor to meet with local clients who recently established living trusts. You will review retirement income strategies and educate clients on fixed indexed annuities to protect wealth. The role offers a 1099 contract with uncapped commissions, world‑class training, and full back‑office support to keep you focused on clients and meetings. #J-18808-Ljbffr Affinex Financial

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Road-Ready Estate Planning & Insurance Advisor in Austin, TX vacancy
  • $150k

    Location: On the road Job Type: Full-time, Contract Salary: $15...  ...across Texas. We operate an advisor-first platform designed to take...  ...living trust to review their estate plans and deliver "safe money"...  ...solutions. Estate Planning & Insurance Advisor Responsibilities: Attend... 
    Suggested
    Full time
    Contract work
    Local area

    Affinex Financial

    Austin, TX
    1 day ago
  • Affinex Capital seeks an Estate Planning & Insurance Advisor to meet local clients with living trusts, reviewing their estate plans and presenting safe money income protection solutions. You will conduct education-based reviews of retirement income, explain Fixed Indexed... 
    Suggested
    Local area

    Secure Income Management

    Austin, TX
    2 days ago
  •  ...Lead Teller within PNC's Cameron Road Branch, you will be based in...  ...and spouse/child life insurance; short and long-term disability...  ...match, pension and stock purchase plans; dependent care reimbursement...  ...Rewards page ( . If you're not ready to apply yet, or you'd like to... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Austin, TX
    1 day ago
  • $92.22k - $106.1k

     ...Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand...  ...can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.Armanino has a robust offering... 
    Suggested
    Full time
    Contract work
    Local area
    Flexible hours

    Armanino

    Austin, TX
    4 days ago
  • $105.4k - $207.8k

     ...design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability...  ...business cases, synergy assessments, and implementation plans aligned to client objectivesCreating client-ready presentations, models, and work products for... 
    Suggested
    Local area
    Visa sponsorship

    Deloitte

    Austin, TX
    5 days ago
  • $79k - $125k

     ...We have a community of resources that are ready and willing to support your ideas, build...  ...position for someone who enjoys being a trusted advisor to clients, is a resourceful self-starter...  .... Job Responsibilities Financial Planning and Analysis, including forecasting, budgeting... 
    Full time
    Contract work
    Work experience placement
    Local area
    Flexible hours

    Armanino

    Austin, TX
    2 days ago
  • $98.21k - $144.71k

     ...time R-8825 Are you ready to be part of something...  ...with?financial?planning, performing research and...  ...dental, vision, and other insurance coverage; health savings...  ...than a company. We are advisors, consultants, problem solvers...  ...vision ( Check out the road to a career at UMB... 
    Full time
    Work experience placement
    Local area
    Remote work
    Flexible hours

    UMB Bank

    Austin, TX
    4 days ago
  • $105.4k - $207.8k

     ...senior team members and client stakeholders.Document platform designs, integration specifications, and technical decisions for audit readiness and operational continuity.Stay current on ServiceNow platform releases, capabilities, and emerging patterns relevant to Finance... 
    Local area
    Visa sponsorship

    Deloitte

    Austin, TX
    2 days ago
  • $76.4k - $138.6k

     ...package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our...  ...your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts... 
    Summer holiday
    Local area
    Flexible hours

    EY

    Austin, TX
    2 days ago
  •  ...is seeking Certified Financial Advisors for remote opportunities...  ...Partner with investors to help them plan for their financial goals....  ...Experience applying trust and estate planning knowledge to help preserve...  ...sponsorship for this position.Ready to take the next step in your... 
    Remote work

    Vanguard

    Austin, TX
    3 days ago
  • $100k

    Financial Advisor - K-12 Retirement Specialist (403b/457b) Job Details: 1099 |...  ..., and other supplemental retirement plans • Offer life insurance, estate planning, and additional financial strategies...  ...your growth is our growth. --- Ready to Build a Purposeful, Profitable... 
    Full time
    Part time
    Work at office

    Teacher's Pension and Insurance Services

    Austin, TX
    3 days ago
  •  ...deliverables. You will provide monthly analyses and executive-ready insights for management and leadership reviews. The role requires...  ...strong Excel, PowerPoint, and analytical skills, with experience in SAP, Workday Adaptive Planning, or Tableau. #J-18808-Ljbffr Yeti

    Yeti

    Austin, TX
    4 days ago
  •  ...Search, and Strategic Talent Planning™. Our clients range from Series...  ...Serve as a trusted advisor and liaison across client finance...  ...~ Medical, Dental and Vision Insurance ~401K + match ~ Profit Share...  ...Employee Development Funds Ready to Lead With Impact? If... 
    Temporary work
    Immediate start

    512 Financial LLC

    Austin, TX
    28 days ago
  •  ...Associate Director, Wealth Advisor Choreo is a wealth management...  ...thinking approach to financial planning to translate wealth into fulfillment...  ...drivers across wealth, tax, estate, and investment topics....  ...resources into clear, client-ready insights and next steps. Ensure... 
    Local area

    Choreo

    Austin, TX
    1 day ago
  •  ...modernize the close, accounting, fixed assets, controllership, planning, and reporting landscape—unlocking insight, productivity, and measurable...  ...solutions that drive enterprise value, controls, and decision-ready insight.The Work:Support Oracle Cloud ERP transformation... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Austin, TX
    4 days ago
  •  ...Oracle to help companies come into their own as digital leaders. Ready to find genius answers to seriously hard business challenges and...  ...environment; understand and apply Oracle methodologies.Plan and organize tasks and report progress on the track/deliverables... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Austin, TX
    1 day ago
  •  ...Contribute to SecOps metrics, reporting, and operational-readiness reviews ~ Grow your depth across detection,...  ...office supplies, packages) Benefits Medical Insurance: Comprehensive health insurance plans covering a range of services Saronic pays 100% of... 
    Permanent employment
    Temporary work
    Internship
    Work at office

    Saronic Technologies

    Austin, TX
    3 days ago
  •  ...SecOps metrics tracking, reporting, and operational readiness reviews Help onboard and mentor junior analysts as the...  ...occasionally (e.g., office supplies, packages) Benefits Medical Insurance: Comprehensive health insurance plans covering a range of services Saronic pays 100% of the... 
    Permanent employment
    Temporary work
    Work at office

    Saronic

    Austin, TX
    5 days ago
  •  ...particular field. Relies on limited experience and judgment to plan and accomplish goals. A certain degree of creativity and latitude...  ...compliance records Remediation tracking and status reports Audit-ready security documentation packages Required Qualifications:... 
    Contract work
    For contractors
    Work at office
    Remote work

    Lumen Solutions Group Inc.

    Austin, TX
    1 day ago
  •  ...clients and 20,000 financial advisors across the U.S. and Canada, we...  ...you're a driven professional ready to build something meaningful...  ...personalized financial plans aligned with client goals and...  ...Series 7, Series 66, and state insurance licenses within three months... 
    Full time
    Temporary work
    Flexible hours

    Edward Jones

    Austin, TX
    1 day ago
  •  ...experience, a related Bachelor's degree, and proficiency in underwriting for CA and TX markets. Hippo offers competitive benefits, including 100% employer-covered dental and vision plans, training opportunities, and flexible time off. #J-18808-Ljbffr Hippo Enterprises Inc.
    Flexible hours

    Hippo Enterprises Inc.

    Austin, TX
    2 days ago
  •  ...0 talented professionals in creating a world of better business through data, AI, and cognitive ERP. We help businesses stay future-ready by connecting people, processes, and technology. From software engineers who command the latest AI technology to business development... 
    Permanent employment
    Relocation

    Epicor Inc

    Austin, TX
    2 days ago
  • $64.2k - $116.4k

     ...servers on various account decisions, annual planning, financial performance management...  ...opportunity In the Engagement Business Advisor (EBA) – Senior Associate role, you will...  ...will be accountable for driving engagement readiness, monitoring financial and operational... 
    Contract work
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY

    Austin, TX
    5 days ago
  •  ...of our Hippos with: Healthy Hippos Benefits - Multiple medical plans to choose from and 100% employer covered dental & vision plans...  ...retirement plan, short & long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care... 
    Temporary work
    Work at office
    Flexible hours

    Hippo Enterprises Inc.

    Austin, TX
    2 days ago
  • Foundation-Risk-Partners is seeking an Underwriter to operate under the supervision of the Director of Underwriting, offering technical expertise, support, and service while maintaining daily interaction with the Account Management team. You will review carrier renewals...

    Foundation-Risk-Partners

    Austin, TX
    1 day ago
  • $102.5k - $139.7k

     ...Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand...  ...can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.Armanino has a robust offering... 
    Full time
    Contract work
    Local area
    Flexible hours

    Armanino

    Austin, TX
    4 days ago
  • $18.59 - $25.44 per hour

     ...Representative, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their...  ...efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this... 
    Hourly pay
    Local area

    R1 RCM

    Austin, TX
    2 days ago
  • $70.9k - $118.2k

     ...to make an impact? If you’re ready to take the next step, discover...  ...Financial. Job Overview: Wealth Advisors Group (Wealth AG) is a group...  ...applicable incentive compensation plan for this position. Base salary...  ...beyond just compensation and insurance. It includes a mix of... 
    Work at office
    Immediate start
    Work from home

    LPL Financial

    Austin, TX
    3 days ago
  •  ...—ideal for an up-and-coming professional ready to build a book, and equally attractive for...  ...and execute agency sales and marketing plans to drive new business and renewal retention...  ...rating platforms Active P&C license Insurance designations are a plus What Amwins Offers... 

    Dormont Manufacturing Co

    Austin, TX
    2 days ago
  • $75k - $90k

     ...organize documentation required for external auditors; support audit readiness by maintaining current and well‑documented records. Month‑End...  ...with government or state‑administered programs (529 plans, auto‑IRA, or similar) a plus. This role will be based in the... 
    Contract work
    Work at office

    Vestwell

    Austin, TX
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Road-Ready Estate Planning & Insurance Advisor. Be the first to apply!