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Affinex Financial

Estate Planning & Insurance Advisor

Pay: $150,000–$500,000/yr

Posted: 6 weeks ago

Location: Stockton, CA (Onsite)

Last Updated: 2 weeks ago

Hours: Full-Time

Expires: 9/27/2026

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What they do

A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.

$107,221 / year median in California

+5% projected growth

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Job Description

Estate Planning & Insurance Advisor Affinex Financial Stockton, CA Job Details Contract $150,000 - $500,000 a year 14 hours ago Qualifications Insurance needs analysis Financial planning Estate planning needs analysis Resume screening Resume review AI tools proficiency Mid-level Estate planning advisory services Managing financial planning clients Insurance planning Insurance sales Estate planning

Full Job Description Location:

On the road

Job Type:

Full-time, Contract Salary:

$150,000.00 - $500,000.00 per year Company Overview Affinex Capital, a two-time Inc. 5000 Fastest Growing Companies honoree, is rapidly expanding its footprint across California. We operate an advisor-first platform designed to take 100% of the marketing and prospecting burden off your shoulders by providing high-intent, pre-scheduled client appointments directly on your calendar. In this role, you will meet with local clients who have already established a living trust to review their estate plans and deliver "safe money" income protection solutions. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.