- 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
4 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
3 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
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 ...
-
Financial Advisor
3 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 Incredible Opportunity
2 weeks 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 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 · We'v ...
-
Financial Advisor
4 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 Solutions Advisor
2 weeks 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 ...
-
Trust Officer needed
1 week 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 ...
-
Residence Life Coordinator
2 weeks ago
Embry-Riddle Aeronautical University Daytona Beach, United States Full timeDescription · The Opportunity: · Embry-Riddle Aeronautical University is now hiring a Residence Life Coordinator at the Daytona Beach campus. The Residence Life Coordinator (RLC) is responsible for the primary oversight, coordination, and implementation of all residential livin ...
-
Tax Senior
3 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 ...
-
Compliance Specialist
1 hour ago
Apartment Management Consultants, LLC Daytona Beach, United StatesWe are currently seeking a Compliance Specialist · Responsible for ensuring compliance in Low-Income Housing HUD/Tax Credit rules and regulations by overseeing programs, policies, and practices. · Responsibilities include: · + Work closely with on-site and corporate staff to ens ...
-
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
4 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 Manager
4 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 ...
-
Academic Advisor DeLand Campus
3 days ago
Framatome GmbH Daytona Beach, United StatesAcademic Advisor #11496 · **Academic Advising · ** · DeLand Campus · **You Belong HERE · ** · Offering more than 100 certificate, associate and bachelor's degree programs, Daytona State College (DSC) has responded to the education and workforce training needs in our region for mo ...
-
President/CEO - Real Estate
3 days ago
Southwest Accounting Resources, Inc Daytona Beach, United StatesReal Estate/Property Management company in Daytona Beach is actively recruiting for a President/CEO, this position will report to the Owner of the company. This role is open due to retirement. · The base salary is up to $150K + bonus ($105K-$125K depending one company performanc ...
Financial Advisor - Daytona Beach, United States - Magellan Financial & Insurance Services, Inc.
Description
Exciting 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 advisory services has raised us to new heights, powered by innovative marketing strategies and an unwavering commitment to excellent client service. As we expand, we are creating enticing career opportunities for Financial Advisors in Daytona Beach, FL, focusing on comprehensive financial planning and retirement readiness. Our success is based on our commitment to forging lasting relationships, fostering a sense of community, and our collective ambition to enhance the financial well-being of families across the nation.
What You Will Receive:
The Opportunity: Financial Advisor
We are in search of Financial Advisors who are committed to making a positive difference, adept in strategic financial planning, and have a solid history of sales success. As a trusted advisor, you will lead clients toward a secure and rewarding retirement, bolstered by our robust marketing efforts and a consistent flow of client engagements.
Your Role Involves:
Who We're Looking For:
Our Offer:
Joining Amerity Financial goes beyond just beginning a new job—it represents an opportunity for personal growth, making meaningful contributions, and playing a vital role in our collective mission to improve our clients' financial health. We provide avenues for career advancement, personal enrichment, and substantial opportunities to impact our clients' financial success.
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.
