Finance Jobs in Lake Butler, FL

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5mo ago

Financial Advisor

Daybright Financial Lake Butler, FL

Lake Butler, FL

5mo ago Closed

$50k - $150k/yr Contract Adviser Advisor Client Relations

This position is no longer accepting applications (closed Jul 2, 2026).

Job Description

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.

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