Financial Advisor

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.