Financial Advisor

Benefits and opportunity

Daybright Financial is a large, independent, privately held firm focused on employee benefits and retirement plans, with a history of growth since 2008. The organization serves more than 22,000 employer groups and 3.6 million plan participants nationwide and holds a Best Places to Work – USA certification. This contract role in central Florida offers a hybrid work arrangement in Gainesville for an independent consultant/1099 Financial Advisor, with unlimited commission potential and a compensation range of USD 50,000 to 150,000 per year. The position requires a minimum of 2 years of financial services sales experience.

Responsibilities

• Interview clients to determine income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to create a financial plan.
• Analyze client data to identify strategies aligned with their financial objectives.
• Sell financial products such as annuities, mutual funds, and insurance.
• Regularly review clients' accounts and plans to determine if life changes, economic shifts, or performance warrants a reassessment.
• Recommend practical strategies for achieving goals, including cash management, insurance coverage, and investment planning.
• Build and maintain a client base, keep plans up to date, and recruit new clients on an ongoing basis.
• Address clients’ questions about the purposes and details of financial plans and strategies.

Requirements

• Financial services sales experience required.
• Securities registration (FINRA Series 6 or Series 7 & 65) required.
• Florida Life & Health insurance license required.
• Clean FINRA BrokerCheck.
• Excellent sales and communication skills.
• 4-year college degree preferred.