Wealth Advisor Position Available In Lee, Florida

Wealth Advisor Omni Financial Services – 5.0 Fort Myers, FL Job Details Full-time $75,000 – $100,000 a year 18 hours ago Benefits Paid training Employee assistance program Flexible schedule Referral program Qualifications Succession planning CFP Sales Series 66 Mid-level Series 7 Business development Bachelor’s degree Securities Industry Essentials Mentoring FINRA License ChFC (Chartered Financial Consultant) Series 65 Life & Health Insurance License Series 63

Full Job Description Who We Are:

Omni Financial Services (Omnifinserv.com) is an independently owned, comprehensive financial services firm making a difference in people’s lives for over 40 years. We are located in Fort Myers, Tampa and Orlando. We were founded to help clients get the most from their finances so they can focus more on what they’re passionate about. We believe in the work we do because we’ve seen firsthand how a financial plan can completely change someone’s life. Because of this, we provide superior customized financial solutions to our clients that include fee-based financial planning, retirement planning, wealth management, asset protection, estate planning, business planning, and more. We are also able to offer advanced business solutions, allowing us to truly be holistic in our approach. What We Offer for the

Advisor:

Our goal is to help you achieve your goals as you help your clients achieve theirs. This means as an OMNI advisor, you can build something for yourself, but not by yourself. Strengthened with access to cutting-edge technology, dedicated support staff, marketing teams and an open platform, our advisors can effectively work with clients and a multitude of competitive products and services without restraints. And different from other firms, we do not have proprietary product sales requirements. That means our advisors sell based on needs and not quotas. When you join our team, you can expect: A firm that specializes in practice growth and the ability to help advisors become more sophisticated in their practice. Onboarding with comprehensive training and education from actual practitioners, not a cold ‘read the book’ experience. Unmatched mentoring relationships, joint work, support, and collaboration that includes firm-generated client acquisition to support the process of establishing a book of business. A multitude of tools, resources and involvement from Sr.

Leadership Where We Are Hiring:

Tampa, Orlando and Fort Myers Who We Want:

Experienced Advisors or sales professionals with proven business development experience or a very strong leaning towards sales & prospecting Well-connected and able to tap into natural markets for business opportunities Entrepreneurial person energized by mentorship & collaboration (we work together, provide leadership & support in a variety of ways) Bachelor’s Degree or equivalent work experience Required Licensure (or ability to obtain): State Insurance License – Florida Life and Health (2-15) Securities Industry Essentials (SIE) FINRA exam FINRA Series 7 & 66 registration A 65 and 63 work in lieu of a 66

Compensation:

Generous transition packages + dedicated transition support Supplemental Salary (AFP), Competitive Commissions & Payouts, Bonuses & Rewards programs Professional reimbursement programs for licensure & multiple designations, such as the Certified Financial Planner (CFP®) & FINRA licensure. Vast array of broker/dealer & investment advisory platforms Comprehensive Succession planning Becoming a Financial Advisor at OMNI Financial Services is not just another job; it’s a rewarding, lifelong career.

Job Type:

Full-time Pay:

$75,000.00 – $100,000.00 per year

Benefits:

Employee assistance program Flexible schedule Paid training Referral program

Compensation Package:

Bonus opportunities Commission pay Signing bonus

Work Location:

In person