Estate Planning & Insurance Advisor (Pre-Scheduled)
Secure Income Management
Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet with local clients who recently established living trusts, reviewing retirement income strategies and protecting wealth. You will work in a 1099 contract, commission-only role with uncapped earning potential, supported by world-class training and back-office help. The position focuses on educating clients about safe money options and maintaining a steady appointment flow. #J-18808-Ljbffr Secure Income Management
$150k
...across Texas. We operate an advisor-first platform designed to take... ...by providing high-intent, pre-scheduled client appointments directly... ...trust to review their estate plans and deliver "safe money" income... ...solutions. Estate Planning & Insurance Advisor Responsibilities: Attend...SuggestedFull timeContract workLocal area- Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet with local clients who have living trusts and review their estate plans. You will educate clients on risk-managed, "safe money" options, primarily Fixed Indexed Annuities, and follow a structured...SuggestedContract workLocal area
$148.79k - $230.21k
...with Regions’ Retention Schedule for a minimum of... ...Private Wealth Management Advisor develops and... ...sound personal financial planning and financial advisory... ..., personal trust and estate planning, insurance and risk management services... ...and manages all pre-call and post-call...SuggestedFull timeFlexible hours- A leading financial services firm in Houston is seeking Remote Insurance Agents to help individuals protect their financial future through personalized insurance and retirement planning. This role offers the flexibility of remote work, unlimited income potential, and full...SuggestedRemote jobFlexible hours
- ...2% fee cap on 50(a)(6) loans, the 12-day pre-closing notice, the one-year seasoning rule... ...determinations, and identifying flood insurance requirements. Verify homeowners / hazard... ...in-office and remote work per company schedule. The role operates in a standard office setting...SuggestedFull timeWork at officeRemote workShift work
- ...~ Medical, Dental, and Vision Insurance ~ Health benefits eligible the... ...your start date. ~401(k) Plan with Company Match (first of the... ...from patients prior to the scheduled service. Ensure valid insurance... .... Identify and perform pre-certification(s) required by the...Hourly payTemporary workWork at officeLocal areaFlexible hoursShift workWeekend workAfternoon shift
- ...Determines patients’ financial and insurance status to calculate a good faith estimate based on scheduled services. Educates patients... ...modes of communication. Performs pre-service collections via phone,... ...implement affordable payment plan agreements for scheduled or prior...Work at officeLocal area
- ...offering a College Financial Representative internship designed to give you hands-on experience building an integrated financial planning practice while still in school. You’ll get coaching, access to exclusive products, and the backing of a Fortune 500 company to grow...InternshipFlexible hours
$62.8k - $103.4k
...compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also... ...service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected...Work experience placementInternshipWork at officeLocal area- Texas National Financial Group seeks a Financial Representative or Advisor in Houston to provide personalized financial strategies and help clients plan for long-term success. You will enjoy a balance of professional development and community engagement while driving your...Flexible hours
$17.93 - $29.89 per hour
...quality control function for pre-certification and prior authorization... ...ensures the patients’ insurance benefits are kept up to date in... ...assigned patient(s) and/or Physician schedules for upcoming visits and/or... .... Review patients’ treatment plan(s) and identify if insurance...Immediate startRemote workMonday to FridayShift workWeekend work- ...internship program as a College Financial Representative in a structured, mentorship-driven environment. You’ll begin to build a financial planning practice while gaining access to exclusive products and guidance from a Fortune 500 company. You will learn to prospect, develop a...Full timeInternshipFlexible hours
- Venture Global LNG in Houston seeks a Commercial Analyst to manage cargo schedules and coordinate LNG liftings across facilities. You will align internal and external stakeholders to ensure on-time deliveries in line with SPAs and commercial goals. The role requires cross...Contract work
$106.7k
...the successful completion of project work plans. You’ll identify areas of risk and... ...salary is based on a full-time equivalent schedule. Placement in the range is dependent upon... ...healthcare accounts, life and accident insurance, adoption and fertility assistance, paid...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours- ...you will support the company’s financial planning, reporting, and analytical activities, helping... ...match, medical, dental, vision, life insurance, AD&D, flexible spending account, disability, paid time off, or flexible work schedule. We support career advancement through...Full timeTemporary workWork at officeLocal areaRemote workRelocation packageFlexible hours
- ...quarterly forecasts, and long-range financial plans.Develop meaningful financial models and... ...physician)FREE Basic Life and AD&D insurance at 2 times your annual salary (for full-time... ...per year (prorated based on start date). Pre-NOV relevant experience (years of service...Full time
- ...responsibility within the FP&A group.Essential Job Responsibilities:Planning/BudgetingPartner with Asset Teams Analysts and Operations to... ...Team Leaders and executive management, preparing financial schedules, analysis, and presentation materials.Ensure accurate...Full timeWork experience placementWork at office
- ...dynamic Senior Investor Relations / Financial Planning & Analysis (IR / FP&A) Analyst to join... ...way. This position follows a hybrid schedule with three days per week on-site in Houston... ...match, medical, dental, vision, life insurance, AD&D, flexible spending account, disability...Full timeTemporary workLocal areaRelocation packageFlexible hours3 days per week
- ...via telephone and email, and schedule in‑person or virtual meetings.... ...home consultants on customer pre‑qualifications, contributing to... ...construction trailer, driving, reading plans, climbing stairs and ladders,... ...calculator. Benefits Health insurance plans: Medical, Dental, and...Work at officeLocal area
$45k - $150k
...company — we’re trusted advisors, industry leaders, and... ...empower families, real estate partners, and communities... ...Job Type Full time Schedule 8 hour shift Day shift... .... Follow Up with Pre-Approved Clients : Reach... ...employer match Health insurance Dental insurance Vision...Full timeWork experience placementWork at officeMonday to FridayFlexible hoursShift workDay shift$81.9k - $139.7k
...Business Stakeholders and PMO on roadmap planning, prioritization, and execution of Finance... ...our people. We offer flexibility in your schedule, empowering you to balance life’s demands... ...uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any...Full timeWork experience placementInternshipLocal area$9.5 per hour
...branches in Greenspoint and Westchase areas. Must have flexible schedule to work Mon-Sat when needed during normal business hours. Must have... ...experience, excellent credit history and will submit to pre-employment drug testing and credit check. OMNIBANK is an EOE. This...Full timeFlexible hours$90k - $300k
...Consultant to join their team in Houston, Texas. In this role, you will conduct 25-30 pre-scheduled Zoom consultations with high-net-worth prospects regarding retirement tax planning. You'll spend your time having sophisticated conversations and helping prospects make...Remote jobFor contractorsFlexible hours$130k - $180k
Who are we?A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance... ...for the underwriting of accounts including pre-qualifying new business, analyzing credit... ...ProgramRetirement Savings 401(k) Plan with Company MatchGenerous holiday and Paid...Contract workTemporary workFlexible hours- ...procedures. Relies on experience and judgment to plan and accomplish goals. Performs a variety... ...when required. Preparation of audit schedules assigned. Supervision of a team of... ...include, but are not limited to, medical insurance (PPO and HD), dental and vision insurance...Work at officeRemote workFlexible hours
- ...Actively participates in new business efforts.Pre-screen new business for appropriateness,... ...: Medical, Dental and Vision Insurance - START DAY ONE!Life and Disability Insurance... ...and any applicable state holidays401(k) plan with company match, Profit Sharing, competitive...For contractorsLocal areaFlexible hours
- ...with borrowers, Realtors, title companies, insurance agents, and internal team members... ...Origination System. Assist with disclosures, pre-qualification activities, and pipeline... ...Hybrid Reports To: Sales Manager Schedule: Full-Time, Monday–Friday Work Environment...Full timeWork at officeMonday to Friday
$86.66k - $164.3k
...business goals. Our team supports a diverse client base - from pre-revenue startups to multinational public corporations - across industries... ...assist in identifying performance trends, support with scenario planning, and inform client decision-making.Conduct research and due...Full timeWork at officeLocal areaWorldwide$100k
...wealth management, including planning for retirement, education, legacy... ...guidance.Merrill’s Financial Advisors and Wealth Management Client... ...business to meet and exceed pre-defined financial targets and... ...Counselor (CRPC)Obtained insurance licensesSkills:Account ManagementClient...Full timeWork at officeDay shift$116k - $229.1k
...scenario design, flow mapping), testing, user training, defining support procedures. Additional duties may include: coordination of schedules, creation of documentation and collateral, creation and execution of test / use cases, configuration of Workday software,...Local area
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