Finance Jobs in Perry, FL

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2mo ago

Financial Advisor

Daybright Financial Perry, FL

Perry, FL

2mo ago Closed

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

This position is no longer accepting applications (closed Jun 20, 2026).

Job Description

Daybright Financial invites independent consultants to join its Central Florida practice within the Individual Financial Solutions segment. This hybrid, Perry, FL contract role focuses on selling financial products and building a client base, with unlimited commission potential and a clear path to growing your practice. Annual compensation ranges from USD 50,000 to 150,000. This is a 1099 contractor opportunity designed for self-directed professionals ready to expand their advisory footprint.

Responsibilities

Conduct client interviews to gather information on income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other details needed to craft a personalized financial plan.
Analyze client data to identify strategies aligned with their financial objectives.
Present and sell financial products such as annuities, mutual funds, and insurance.
Periodically review client accounts and plans to determine if life changes, economic shifts, or performance changes necessitate reassessment.
Recommend actionable strategies to help clients achieve their goals, including cash management, insurance coverage, and investment planning.
Build and maintain a growing client base, keep existing plans up to date, and continuously recruit new clients.
Answer client questions about the purposes and details of financial plans and strategies.

Requirements

Financial services sales experience required.
Securities registration (FINRA Series 6 or Series 7 and 65) required.
Florida Life & Health insurance license required.
Clean FINRA BrokerCheck required.

Benefits

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

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