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Adviser Finance Jobs

3 jobs found

3mo ago

Financial Advisor

Daybright Financial Lake Butler, FL

Lake Butler, FL

3mo ago Closed

$50k - $150k/yr Contract Adviser Advisor Client Relations

This position is no longer accepting applications (closed Jul 2, 2026).

Job Description

Daybright Financial is seeking an independent Financial Advisor for its Individual Financial Solutions in central Florida. This contract (1099) role based in Lake Butler offers a hybrid work arrangement, a compensation range of USD 50,000 to 150,000 per year, and uncapped commissions. You will interview clients, analyze financial information, sell financial products, and build a growing client base.

Benefits

Uncapped earning potential as you expand your book of business and commission opportunities.

Responsibilities

Conduct client interviews to collect data on income, expenses, coverage, tax status, financial goals, risk tolerance, and other inputs necessary to craft a tailored financial plan.
Evaluate client financial information to identify strategies aligned with their objectives.
Present and sell financial products, including annuities, mutual funds, and insurance solutions.
Periodically review client accounts and plans to determine if life changes, economic shifts, or performance signals require updates.
Recommend actionable strategies across cash management, insurance coverage, and investment planning to help clients reach their goals.
Grow and manage a client base, keep plans current, and continuously recruit new clients.
Address client questions about the purposes and details of financial plans and strategies.

Requirements

Proven experience in financial services sales.
FINRA registration: Series 6 or Series 7 and 65.
Florida Life and Health insurance license.
Clean FINRA BrokerCheck.
Excellent sales and communication skills.

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3mo ago

Financial Advisor

BMO Financial Group Manitowoc, WI

Manitowoc, WI

3mo ago Closed

$52k - $96k/yr Full time Adviser Advisor Banking

This position is no longer accepting applications (closed Jun 22, 2026).

Job Description

Join BMO Financial Group as a Financial Advisor in Manitowoc, Wisconsin, onsite. You will provide tailored financial and investment planning for clients, promote managed products and services, and collaborate with the client relationship team to deliver banking solutions. We offer a competitive annual salary, a comprehensive benefits package, and a culture that emphasizes collaboration, ongoing training, and making a positive impact for clients and communities.

Benefits and culture

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses
Other perks and rewards

Responsibilities

Support achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning
Develop business by pursuing outbound calls, seminars, and branch referrals
Identify referral opportunities during client conversations for personal and commercial banking products
Collaborate with the lead relationship manager to implement a relationship management plan
Assess client needs and offer solutions through the sale of managed products and services
Develop solutions and recommendations aligned with business strategy and stakeholder needs
Advise assigned business groups on solution implementation
Support strategic initiatives with internal and external stakeholders
Help prioritize and sequence business or group strategy execution
Conduct independent analysis to address strategic issues
Coordinate activities for strategic initiatives, tracking metrics and milestones
Manage databases and support analysis, forecasting, and data visualization while adhering to governance standards
Break down strategic problems and analyze data to generate insights and recommendations
Monitor performance and address any issues
Design and produce regular and ad hoc reports and dashboards
Develop and execute change management plans, including readiness assessments and stakeholder management
Contribute to communication plans to influence change, tailoring messages and channels
Support planning and implementation of operational programs
Ensure timely, accurate, and efficient service delivery
Identify business needs, design tools and training programs, and deliver training when needed
Utilize systems to manage information and enhance processes
Integrate data from multiple sources to enable streamlined reporting
Support the development and promotion of a business or group program
Collaborate with the client relationship team to apply a consultative sales process and improve client experience
Introduce clients to investment strategies and help develop financial plans using appropriate tools
Communicate product developments and initiatives to sales management and the sales force
Coach teammates through joint appointments and sharing product knowledge and sales tips
Build relationships with internal and external stakeholders and align on goals
Adhere to risk and compliance policies to safeguard assets, protect privacy, and uphold ethical standards
Protect the bank’s assets and comply with regulatory requirements
Identify opportunities to enhance the client experience
Focus primarily on the business group within BMO, with potential enterprise-wide scope
Apply sound judgment to diagnose and solve problems within established rules
Work independently on complex tasks, including unique situations; additional responsibilities may be assigned
Balance risk and performance by following the Risk Management Framework, aligned with risk appetite and applicable policies

Requirements

4 to 6 years of relevant experience
Post-secondary degree in a related field or an equivalent combination of education and experience
FINRA licenses: Series 6, 63 & 65 or Series 7 & 66
Life and Health Insurance Producer license
Completed LTC Continuing Education requirements
Strong working knowledge of the financial industry
Hands-on experience with managed products and fee-based guidance
Solid understanding of deposit and loan products, including mortgages, and banking services
Technical proficiency gained through education or professional experience
Advanced verbal and written communication skills
Strong collaboration and teamwork abilities
Deep analytical and problem-solving capabilities
Influence skills and the ability to drive decisions
Data-driven decision making with a structured approach

Location: Manitowoc, WI onsite. Salary range: USD 51,800 to 95,900 per year. Pay type: Salaried and Commission.

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5mo ago

Financial Adviser

CROWN FINANCIAL GROUP Little Rock, AR

Little Rock, AR

5mo ago Closed

$125k - $150k/yr Full time Adviser Advisor Business Development

This position is no longer accepting applications (closed Apr 28, 2026).

Job Description

Responsibilities

Gather comprehensive data on each client's financial situation, goals, and constraints to craft customized financial plans aligned with short- and long-term objectives.
Provide recommendations across a broad range of financial products and services that match the client’s risk tolerance and timelines.
Proactively network and cultivate relationships to build a resilient client base and drive ongoing business opportunities.
Pursue opportunities to present educational sessions, seminars, and demonstrations to educate clients and promote services.
Continuously monitor market conditions and industry trends to inform guidance and adapt plans as needed.

Requirements

Bachelor's degree in finance or a related field from an accredited program.
Prior experience as a Financial Adviser or in a closely related role.
Active professional qualifications such as FCA, CII, DipFA, CISI, or other recognized credentials.
Solid understanding of financial data and market indicators to interpret implications for client guidance.
Ability to provide reliable, data-driven financial advice that supports decision making.
Skill at explaining complex financial concepts in clear, simple terms for clients.
Strong negotiation, communication, and presentation abilities to engage clients and convert opportunities.

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