A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
Financial Advisor Omni Financial Services - 5.0 Fort Myers, FL Job Details Full-time $85,000 - $100,000 a year 1 day ago Benefits Professional development assistance Flexible schedule Referral program Qualifications Financial sales Teamwork Series 7 Bachelor's degree Securities Industry Essentials FINRA License Life & Health Insurance License Experience practicing in the securities industry
Full Job Description Please Note:
OMNI Financial Services is a FLORIDA based company and is not affiliated with any other "Omni" group in the US. We are independently owned w/ locations in Fort Myers, Orlando & Tampa. Please ensure you have the correct company when doing research.
Who We Are:
For over 40 years, Omni Financial Services has empowered individuals, families and business owners to optimize their wealth, allowing them to focus on what matters most to them. Our success is rooted in a foundation of integrity and reliable, time-tested strategy. We deliver sophisticated, fee-based financial planning, retirement planning, wealth management, asset protection, estate planning and more. Additionally, we own a business solutions consulting firm that enables us to provide advanced solutions to business owners.
What We Offer:
Depending on your interest, our platform is designed to help you succeed. We offer a robust framework that includes: Warm client acquisition and referrals from the firm (filling up to 50% of your book) Access to fully integrated online platform & cutting-edge technology
Fully Dedicated Teams:
Marketing, Compliance, HR, Back Office) An open platform (a multitude of competitive products and services) No sales requirements (sell based on needs, not quotas) Unmatched mentoring relationships, joint work and collaboration Vast array of resources from our Broker/Dealer that can be tailored to your needs
Where We Are Hiring:
Tampa, Orlando and Tampa (local candidates strongly preferred)
Who We Want:
We are looking for an experienced Registered Advisor or advanced sales professionals (who can obtain licensure).
Skills:
Possesses a natural aptitude for market development, networking, and cultivating long-term client relationships. Entrepreneurial mindset with a high energy for mentorship, team collaboration, and continuous professional growth. Unwavering integrity and honesty, with exceptional interpersonal skills to understand and prioritize client needs. Bachelor's Degree or an equivalent combination of proven professional experience.
Required Licensure:
State Insurance License - Florida Life and Health (2-15) Securities Industry Essentials (SIE) FINRA exam FINRA Series 7 & 66 registrations Or some comparable mix of licensure / ability to obtain
Compensation:
Supplemental salary, commissions, bonuses & rewards programs. Generous financial packages + specialized transition support for advisors or insurance agents with an existing practice Licensure reimbursement for FINRA registrations, Certified Financial Planner (CFP®) and more. 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:
$85,000.00 - $100,000.00 per year
Benefits:
Flexible schedule Professional development assistance Referral program
