- Monthly seminars at upscale restaurants, fully sponsored.
- A personal office for client consultations.
- Comprehensive back-office support for seamless business tracking and follow-ups.
- Advanced technology and CRM systems for managing your sales cycle.
- Regular sales meetings and training sessions with the whole team.
- Personalized coaching sessions with top industry professionals.
- A distraction-free environment allowing you to focus solely on client service and business development.
- Crafting tailored financial plans to fulfill clients' aspirations.
- Leading clients through a comprehensive planning journey, from discovery to execution.
- Utilizing a diverse toolkit of financial products to ensure client futures are secured.
- Building lasting relationships that extend beyond financial advice, making clients feel valued and part of the Amerity family.
- A strong commitment to client success and strategic financial planning.
- A valid Life and Health Insurance License.
- Demonstrated sales prowess and closing capabilities.
- A mix of experience in financial planning and eagerness to delve deeper into the field.
- An open-minded, ambitious, and team-oriented individual.
-
Financial Advisor
3 weeks ago
Magellan Financial & Insurance Services, Inc. Daytona Beach, United StatesExciting Financial Advisor Role at Amerity Financial ) · About Us: · Amerity Financial distinguishes itself as a leading advisory firm, deeply entrenched in Florida and based in the vibrant Lakeland region. Our proficiency in retirement planning, wealth management, and a broad ar ...
-
Financial Advisor
2 weeks ago
Magellan Financial & Insurance Services, Inc. Daytona Beach, United StatesExciting Financial Advisor Role at Amerity Financial ) · About Us: · Amerity Financial stands out as a premier advisory firm, deeply rooted in Florida and headquartered in the dynamic Lakeland region. Our expertise in retirement planning, wealth management, and a wide range of fi ...
-
Financial Advisor
2 weeks ago
Magellan Financial & Insurance Services, Inc. Daytona Beach, United StatesExciting Financial Advisor Role at Amerity Financial ) · About Us: · Amerity Financial stands out as a premier advisory firm, deeply rooted in Florida and headquartered in the dynamic Lakeland region. Our expertise in retirement planning, wealth management, and a wide range of ...
-
Financial Advisor
3 weeks ago
Magellan Financial & Insurance Services, Inc. Daytona Beach, United StatesExciting Financial Advisor Role at Amerity Financial ( · About Us: · Amerity Financial distinguishes itself as a leading advisory firm, deeply entrenched in Florida and based in the vibrant Lakeland region. Our proficiency in retirement planning, wealth management, and a broad ar ...
-
Financial Advisor
2 weeks ago
Magellan Financial & Insurance Services, Inc. Daytona Beach, United StatesExciting Financial Advisor Role at Amerity Financial ( · About Us: · Amerity Financial stands out as a premier advisory firm, deeply rooted in Florida and headquartered in the dynamic Lakeland region. Our expertise in retirement planning, wealth management, and a wide range of fi ...
-
Financial Advisor
2 weeks ago
Northwestern Mutual Ormond Beach, United StatesAre you a natural connector in your community? Do you like building relationships or have an entrepreneurial drive? With uncapped income, the flexibility of running a business and a proven success path, this career is life changing. We would love the opportunity to connect · We'v ...
-
Financial Advisor
3 weeks ago
Northwestern Mutual Ormond Beach, United StatesAre you a natural connector in your community? Do you like building relationships or have an entrepreneurial drive? With uncapped income, the flexibility of running a business and a proven success path, this career is life changing. We would love the opportunity to connect · Wev ...
-
Financial advisor for retirement planning
2 weeks ago
beBee Handyman Samsula-Spruce Creek, FL, United States Freelance"Reviewing pension data in Samsula-Spruce Creek, FL · How do you feel about managing and organizing your finances? · I am not comfortable with my finances. · What stage are you at in your professional career? · Retired. · What type of financial assistance or planning do you need ...
-
Financial Advisor Incredible Opportunity
1 week ago
Revision Wealth Management Daytona Beach, United StatesJob Description · Job DescriptionSalary: · We Don't Want Your Clients, Zero Prospecting, Top Salary/Comp, Rapid Development · [ABOUT US] · Revision Wealth Management () is a privately owned, independent retirement planning, wealth management firm expanding into the Daytona Beach ...
-
Financial Solutions Advisor
1 week ago
Bank of America Palm Coast, United StatesFinancial Solutions Advisor - Consumer Investments - Central East Coast Market · Palm Coast, Florida · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is ...
-
Investment Advisor Representative
3 weeks ago
Compass Financial Management Group, Inc. Ormond Beach, United StatesJoin our expanding RIA. · We are seeking a Series 65 licensed advisor who will be working with a team to service an existing book of business. · No prospecting necessary. · The position can be remote, in person, or a combination of both. · Competitive salary to be determined base ...
-
Truist Financial Corporation Daytona Beach, United StatesResponsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Client Service, Brokerage, Fin ...
-
Embry-Riddle Aeronautical University Daytona Beach, United StatesJob Description · The Opportunity: · Embry-Riddle Aeronautical University (ERAU) is now hiring multiple Undergraduate Academic Advisor Level I positions to support the College of Aviation and College of Engineering at the Daytona Beach campus. ERAU has a strong commitment to st ...
-
Tax Senior
3 weeks ago
Raposa Perry Young LLC Daytona Beach, United StatesJob Description · Job Description · We currently have a career opportunity for a tax senior to join our Tax Advisory practice, on a career path that will broaden your horizons on a partner track. This position offers you a wide variety of tax consulting and compliance work expe ...
-
Chief Financial Officer
1 week ago
FICPA Council Daytona Beach, United StatesThe Museum of Arts & Sciences is seeking a Chief Financial Officer with a proven track record in enhancing financial performance, streamlining budget operations and reporting, fostering organizational growth, and utilizing modern solutions to create efficiencies and effectiveness ...
-
Chief Financial Officer
3 weeks ago
Museum Of Arts & Science Daytona Beach, United StatesThe Museum of Arts & Sciences is seeking a Chief Financial Officer with a proven track record in enhancing financial performance, streamlining budget operations and reporting, fostering organizational growth, and utilizing modern solutions to create efficiencies and effectiveness ...
-
Tax Senior
2 weeks ago
Raposa Perry Young LLC Daytona Beach, United StatesJob Description · Job DescriptionWe currently have a career opportunity for a tax senior to join our Tax Advisory practice, on a career path that will broaden your horizons on a partner track. This position offers you a wide variety of tax consulting and compliance work experienc ...
-
Tax Manager
3 weeks ago
Foundation Risk Partners Daytona Beach, United StatesFoundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Tax Manager to their team in Ormond Beach, FL. · Job Summary: · As a Tax Manager, you will be responsible for overseeing all aspects of tax compliance and planni ...
-
Business Development Manager
3 weeks ago
IVX Health Daytona Beach, United StatesJob DetailsLevelExperiencedJob LocationDaytona Beach - Daytona Beach, FLPosition TypeFull TimeEducation LevelBachelor's DegreeTravel PercentageRoad WarriorJob ShiftMonday - Friday, regular business hoursJob CategorySales & Business DevelopmentDescriptionABOUT USIVX Health is a na ...
-
Trust Officer needed
3 days ago
Gpac Daytona Beach, United States Full timeHere at gpac we are working with a financial institution that is looking for a Trust Officer to join their team. This position is an exciting growth opportunity for someone ready to step into a leadership role. · Job Responsibilities: · Responsible for trust account servicing, in ...
Financial Advisor - Daytona Beach, United States - Magellan Financial & Insurance Services, Inc.
Description
Exciting Financial Advisor Role at Amerity Financial )
About Us:
Amerity Financial distinguishes itself as a leading advisory firm, deeply entrenched in Florida and based in the vibrant Lakeland region. Our proficiency in retirement planning, wealth management, and a broad array of financial advisory services has elevated us to a position of prominence, fueled by cutting-edge marketing strategies and a steadfast dedication to exceptional client service. As we continue to grow, we are developing exciting career opportunities for Financial Advisors in Daytona Beach, FL, emphasizing comprehensive financial planning and preparation for retirement. Our success is rooted in our dedication to creating enduring relationships, nurturing community spirit, and our unified goal to improve the financial well-being of families nationwide.
What You Will Receive:
The Opportunity: Financial Advisor
We are seeking Financial Advisors dedicated to making a positive impact, skilled in strategic financial planning, and with a proven track record in sales. As a trusted advisor, you will guide clients towards a secure and fulfilling retirement, supported by our strong marketing strategies and a steady stream of client interactions.
Your Role Involves:
Who We're Looking For:
Our Offer:
Joining Amerity Financial is more than just starting a new jobit's an opportunity for personal development, impactful contributions, and playing a crucial role in our shared mission to enhance our clients' financial well-being. We offer paths for career progression, personal growth, and significant opportunities to contribute to our clients' financial achievements.
Please note: This position is for those prepared to make a significant in-person impact in Florida.
Amerity Financial is devoted to fostering a diverse and inclusive work environment. We are an equal opportunity employer, welcoming applicants from all backgrounds to join our team.
