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Financial Advisor

Daybright Financial

Daybright is currently seeking a Financial Advisor to join our Individual Financial Solutions Segment located in Alachua County, Florida. Be part of a team of thought leaders and retirement planning professionals. This will be an independent consultant/1099 role. Unlimited compensation potential – grow your book of business with no cap on the commissions you can earn! Job Responsibilities Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. Sell financial products such as annuities, mutual funds, and insurance. Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment. Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning. Build and maintain client bases, keep current client plans up-to-date, and recruit new clients on an ongoing basis. Answer clients' questions about the purposes and details of financial plans and strategies. Job Qualifications Securities registration (FINRA Series 6 or Series 7 & 65), required. FL Life & Health insurance license, required. Must have clean FINRA BrokerCheck. Excellent sales and communication skills. #J-18808-Ljbffr

Vacancy posted 2 days ago
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