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Senior Client Advisor

affinex financialJacksonville, FLSenior L5
Affinex Financial is expanding its advisor-first platform to meet high-net-worth clients in Jacksonville. You will meet local families and retirees with living trusts to review estate plans and implement principal-protected retirement income solutions. In this role, you will analyze client needs, design FIA and safe-money strategies, and collaborate with our teams to streamline submissions. This is a commission-based 1099 opportunity with uncapped income potential and strong support.
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Level

Senior L5

Location

Jacksonville, FL

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

5 days ago

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