Financial Advisor

Daybright Financial is expanding its Independent Financial Solutions practice in central Florida and is seeking a contract-based Financial Advisor to join the team in Madison, FL, offering hybrid work arrangements. The role centers on delivering customized financial planning, developing a client base, and presenting a range of financial products to clients.

Responsibilities

• Interview clients to collect information on income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other details needed to craft a plan.
• Assess financial data to identify strategies for achieving clients' financial goals.
• Sell financial products such as annuities, mutual funds, and insurance.
• Periodically review client accounts and plans to determine if life changes, market conditions, or performance necessitate plan updates.
• Recommend actions to help clients reach their objectives, including cash management, insurance coverage, and investment planning.
• Grow and maintain a client base, keep plans current, and continuously recruit new clients.
• Clarify purposes and details of financial plans and strategies in response to client questions.

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 is required.
• Excellent sales and communication skills.

Compensation

Salary range: USD 50,000 – 150,000 per year. This is a contract opportunity.

Benefits

• Unlimited compensation potential – grow your book of business with no cap on commissions.