Senior Client Advisor
affinex financialJacksonville, FL
Senior Client Advisor
Personal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceInsurance Agencies and BrokeragesMiscellaneous Financial Investment Activities
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