Financial Advisor (Development | High Commission)

Financial Advisor: A Premier Opportunity at Amerity Financial (www.AmerityFinancial.com)

About Amerity Financial:

Amerity Financial is a distinguished advisory firm with locations throughout Florida and headquartered in the vibrant community of Lakeland, Florida. Specializing in retirement planning, wealth management, and Financial Advisory services, we are experiencing rapid growth due to our effective marketing strategies and our commitment to service excellence. Due to this rapid growth we invite you to explore an exceptional career opportunity within our dynamic team. We are actively seeking Financial Advisors in the Daytona Beach, Melbourne, Very Beach, and Jupiter markets. Our mission is to offer Comprehensive Financial Planning for everyone, with a focus on retirement planning. Our firm's success is built on a foundation of meaningful relationships, a people-centric culture, and a shared vision for making a significant impact on the financial security of families nationwide.

What We Provide:

• We will fill 2-4 seminars each month for you at high-end restaurants at no cost.
• Your own personal office to meet with clients.
• Professional back-office support to help track and follow up on all your business.
• Technology and CRM to track and automate all of your sales cycle.
• Weekly sales meetings and trainings with the entire team.
• One-on-one coaching with the industry’s best.
• A plate free of clutter and busy work allowing you to only focus on your clients and writing business.

The Role: Financial Advisor

We are seeking a Financial Advisor who possesses a genuine passion for helping others, a strategic mindset for financial planning, and exceptional sales acumen. In this role, you will serve as a trusted advisor to our clients, guiding them toward achieving a secure and fulfilling retirement. Our dedicated marketing efforts allow our advisors to have a steady stream of clients.

Key Responsibilities

• Develop personalized financial plans to achieve clients' dreams.
• Lead clients through our comprehensive planning process, from initial discovery to plan implementation.
• Employ a variety of financial tools, including fee-based investments, annuities, and life insurance, to safeguard clients' futures.
• Cultivate deep relationships that transcend mere financial transactions, ensuring clients feel valued and part of the Amerity family.

Ideal Candidate Profile

• Deep commitment to client success, paired with a strategic approach to financial planning.
• Valid Life and Health Insurance License.
• Proven sales and closing abilities.
• A blend of experience in financial planning and a willingness to engage deeply in this field.
• A coachable demeanor, ambitious goals, and a collaborative spirit.

What We Offer

Joining Amerity Financial means more than just a position; it's an opportunity to grow, to make a difference, and to be part of a movement towards better financial futures for our clients. We provide a platform for professional development, personal growth, and the chance to be integral to our clients' success stories.

Note: This role is designed for individuals ready to make an impact in-person in Lakeland,

Amerity Financial is committed to equality and diversity in the workplace. We are an equal opportunity employer and strive to create an inclusive environment for all team members.

Job Type: Full-time

Pay: $55,000.00 - $85,000.00 per year

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Commission pay

Work Location: In person