Finance Jobs in Madison, FL

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2mo ago

Financial Advisor

Daybright Financial Madison, FL

Madison, FL

2mo ago Closed

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

This position is no longer accepting applications (closed Jun 21, 2026).

Job Description

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.

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