Conduct client interviews to gather data on income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information essential for building a plan
Assess the financial information collected to identify strategies for achieving clients' objectives
Offer and sell financial products including annuities, mutual funds, and insurance
Periodically review client accounts and plans to determine if life events, market shifts, or performance changes call for reassessment
Provide strategic recommendations across areas such as cash management, insurance coverage, and investment planning to help clients reach their goals
Grow and maintain a client base, keep current client plans up-to-date, and continuously recruit new clients
Answer clients' questions about the purposes and details of financial plans and strategies

Simply put, we are one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs
Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades
We hold the Best Places to Work - USA certification and serve more than 22,000 employer groups and 3.6 million plan participants nationally
Daybright Financial also operates a dedicated independent divisional team, Daybright Broker Solutions, to enhance services, support, and marketing resources for benefits brokers and consultants and to enable professional employer organizations (PEOs) to deliver enhanced health and financial wellness solutions
For more information on Daybright Financial, visit daybright.com. Follow Daybright on LinkedIn, Instagram, Facebook, and YouTube

Financial Advisor

Job Description