Financial Advisor

Daybright Financial is seeking an independent consultant to join its Individual Financial Solutions segment as a 1099 Financial Advisor in Lake City, Florida, operating on a hybrid basis. The role centers on interviewing clients, analyzing financial information, and developing customized financial plans, with responsibilities that include selling financial products, reviewing plans, and growing the client base.

Employment Type

Contract (Independent consultant / 1099)

Location and Work Arrangement

Lake City, Florida, hybrid work arrangement combining in-person client meetings with remote work.

Responsibilities

• Conduct client interviews to gather data on income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to craft a financial plan.
• Assess the financial information collected to identify strategies for achieving the client's objectives.
• Prospect and sell financial products, including annuities, mutual funds, and insurance.
• Periodically review client accounts and plans to determine if life changes, market conditions, or performance warrant reassessment.
• Advise clients on actionable strategies to reach their goals, covering cash management, insurance, and investment planning.
• Build and maintain a growing client base, keeping client plans current and continually recruiting new clients.
• Answer client questions regarding the purposes and details of financial plans and strategies.

Requirements

• Experience in financial services sales is required.
• FINRA securities registrations (Series 6 or Series 7 and 65) are required.
• Florida Life and Health insurance license is required.
• Clean FINRA BrokerCheck is required.

Compensation

Salary: USD 50,000 - 150,000 per year