Financial Advisor (High Commission | Development)

Exciting Financial Advisor Role at Amerity Financial (

About Us :

Amerity Financial is recognized as a premier advisory firm, deeply embedded in Florida and based in the vibrant Lakeland area.

Our proficiency in retirement planning, wealth management, and a broad spectrum of financial advisory services has propelled us to prominence, driven by cutting-edge marketing tactics and a steadfast dedication to outstanding client service.

As we continue to grow, we are developing exciting career opportunities for Financial Advisors in Melbourne, FL, with a focus on comprehensive financial planning and preparation for retirement.

Our achievements stem from our dedication to building enduring relationships, cultivating a sense of community, and our shared goal to improve the financial well-being of families nationwide.

What You Will Receive :

• 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.

The Opportunity : Financial Advisor

We are seeking Financial Advisors dedicated to making a significant impact, skilled in strategic financial planning, and with a robust sales background.

As a trusted advisor, you will guide clients toward a secure and fulfilling retirement, supported by our vigorous marketing strategies and a steady stream of client interactions.

Your Role Involves :

• 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.

Who We're Looking For :

• 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.

Our Offer :

Joining Amerity Financial is more than starting a new job it’s a gateway to personal growth, meaningful contributions, and a key role in our shared mission to enhance our clients' financial health.

We offer opportunities for career progression, personal development, and significant chances to influence our clients' financial achievements.

Please note : This position is for those prepared to make a significant in-person impact in Lakeland, 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.