Senior Client Advisor
affinex financialJacksonville (FL)
Senior Client Advisor
Posted 3 days ago
affinex financialJacksonville (FL)
SENIORITY
Senior
About the role
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.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.