Financial Advisor
Job
Omni Financial Services
Fort Myers, FL (In Person)
$95,000 Salary, Full-Time
Review key factors to help you decide if the role fits your goals.
Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
77
out of 100
Average of individual scores
Skill Insights
Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.
Job Description
Please Note:
OMNI Financial Services is a FLORIDA based company and is not affiliated with any other Omni Financial Services group in the US. We are independently owned, and our headquarters is in Fort Myers with additional locations in Orlando & Tampa. Please use diligence to ensure you have the correct company when doing research.Who We Are:
Omni Financial Services has been making a difference in people's lives for over 40 years. We were founded to help clients get the most from their finances so they can focus more on what they're passionate about and build wealth for future generations. We offer fee-based financial planning, retirement planning, wealth management, asset protection, estate planning, business planning, executive bonus plans, employee benefits 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: Book ownership: you own the business and enjoy the benefits of being a business owner (and no non-competes or restrictions limiting future growth). Warm client acquisition and referrals from the firm (that can fill up to 50% of your book) Access to fully integrated online platform & cutting-edge technology Dedicated support staff (HR, Back Office) and Expert Marketing Teams Compliance support so you can spend your time with clients 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 needsWhere We Are Hiring:
Tampa, Orlando and Tampa (local candidates strongly preferred)Who We Want:
We are looking for an experienced Licensed Advisor or advanced sales professionals (tech, medical, insurance, etc)Skills:
Must have a strong natural market Ability to prospect and take the lead on your business Very client-focused & good with people Entrepreneurial and energized by mentorship & collaboration Bachelor's Degree or equivalent work experienceRequired Licensure:
State Insurance License - Florida Life and Health (2-15) Securities Industry Essentials (SIE) FINRA exam FINRA Series 7 & 66 registration Or some comparable mix of licensure / ability to obtainCompensation:
Supplemental salary, commissions, bonuses & rewards programs. For licensed advisors with an existing practice, generous transition packages + specialized transition support Reimbursement programs for licensure & multiple designations, such as the Certified Financial Planner (CFP®) and 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. Securities offered through Registered Representatives of Cetera Wealth Services LLC, memberFINRA/SIPC.
Advisory services offered through Cetera Investment Advisors LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity.Job Type:
Full-time Pay:
$90,000.00 - $100,000.00 per yearBenefits:
Flexible schedule Professional development assistance Referral programWork Location:
In personSimilar jobs in Fort Myers, FL
SWFL Therapy Services
Fort Myers, FL
Posted1 day ago
Updated5 hours ago
Insight Global
Fort Myers, FL
Posted1 day ago
Updated5 hours ago
Similar jobs in Florida
Amazon.com, Inc.
Port Saint Lucie, FL
Posted1 day ago
Updated5 hours ago
Kolter Homes
Palm Beach Gardens, FL
Posted1 day ago
Updated5 hours ago