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
$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...SuggestedFull timeContract workLocal area- 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...SuggestedLocal area
- ...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...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
$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...SuggestedFull timeContract workLocal areaFlexible hours$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...SuggestedLocal areaVisa sponsorship$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 timeContract workWork experience placementLocal areaFlexible hours$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 timeWork experience placementLocal areaRemote workFlexible hours$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 areaVisa sponsorship$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 holidayLocal areaFlexible hours- ...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
$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 timePart timeWork at office- ...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
- ...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 workImmediate start
- ...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
- ...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 timeWork experience placementLive inWork at officeLocal area
- ...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 timeWork experience placementLive inWork at officeLocal area
- ...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 employmentTemporary workInternshipWork at office
- ...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 employmentTemporary workWork at office
- ...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 workFor contractorsWork at officeRemote work
- ...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 timeTemporary workFlexible hours
- ...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
- ...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 employmentRelocation
$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 workWork experience placementSummer holidayWork at officeFlexible hours- ...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 workWork at officeFlexible hours
- 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...
$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 timeContract workLocal areaFlexible hours$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 payLocal area$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 officeImmediate startWork from home- ...—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...
$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 workWork at office
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