Financial Advisor
OMNI Financial Services
Important 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 and 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. We believe in the work we do with our advisors. We are pro- active in our partnership and enable our advisors to design and develop a path that works to their strengths. We also own a business solutions consulting firm that enables us to offer advanced solutions to business owners and their employees – this opens up more opportunity for clients and advisors alike. What We Offer Warm client acquisition and referrals from our consulting firm 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 proprietary product sales requirements (sell based on needs, not quotas) Unmatched mentoring relationships, joint work, support, and collaboration More customizable tools & resources from our Broker/Dealer that can be tailored to your needs. Where We Are Hiring Tampa, Orlando and Fort Myers Who We Want Licensed Advisors or professionals with proven business development experience and inclination towards sales & prospecting Strong natural markets, well-connected/involved in their communities, and able to tap into natural markets for business opportunities Entrepreneurial person energized by mentorship & collaboration Bachelor's Degree or equivalent work experience Required 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 obtain Compensation Generous transition packages + dedicated transition support A 4-year supplemental salary (not a draw and does not need to be paid back) + high commissions & payouts, bonuses & rewards programs Professional reimbursement programs for licensure & multiple designations, such as the Certified Financial Planner (CFP) and FINRA licensure. Vast array of broker/dealer & investment advisory platforms Becoming a Financial Advisor at OMNI Financial Services is not just another job; it’s a rewarding, lifelong career. #J-18808-Ljbffr
$60k
...Opportunity: Year 1 | $60,000 - $90,000 Year 3 | $107,000 - $135,000 Year 5 | $150,000 - $260,000 Year 10 | $300,000+ Region: The Financial Advisor works within an assigned region of credit union branches to acquire new member clients and retain and grow assets. This...SuggestedBase plus commissionTemporary work$50k
...Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...SuggestedWork at officeHome officeFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedFull timeContract workFor contractorsWork at office$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial...SuggestedFor contractorsWork at office$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours$16.5 - $24 per hour
...Financial Aid Advisor The Financial Aid Advisor is responsible for providing guidance and assistance to students and families in navigating the financial aid process. This role involves evaluating student eligibility for financial aid, advising on funding options, and...Immediate startRemote workFlexible hours- Financial Solutions Advisor - Ft Myers‑Naples Market Naples, Florida; Fort Myers, Florida To proceed with your application, you must be at least 18 years of age. At Bank of America, we are guided by a common purpose to help make financial lives better through the power...Temporary workWork at officeShift workDay shift
$24k
...About Equitable Advisors Equitable Advisors is a leader in the wealth‑management industry that embraces the power of positive impact... ...Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can...Full timeWork experience placementLocal areaRemote workFlexible hours$21.01 - $24.69 per hour
...and assists with registration, insurance verification, authorization, price estimation, denial prevention, claims processing, and financial screening to secure maximum reimbursement for the Health System. This position is also responsible for confirming patient identity...Full timeShift work$18.93 - $31.56 per hour
...Location: Florida Oncology and Hematology Pay Range: $18.93 - $31.56 Job Description Summary: A Financial counselor serves as the liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining communication...Immediate startRemote workMonday to FridayShift workWeekend work- ...Benefits: 401(k) 401(k) matching Dental insurance Health insurance Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services...Local area
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...Northwestern Mutual is seeking College Financial Representatives for an internship program in Fort Myers, Florida. This role mimics the full-time Financial Representative career, focusing on business strategy development, client engagement, and financial planning tools...Full timeInternshipFlexible hours
- A mission-driven financial services company is seeking a Financial Consultant to guide clients toward financial independence. This remote, part-time role allows for flexible hours and meaningful impact as you educate clients and present tailored financial solutions. Bring...Part timeRemote workWork from homeFlexible hours
- ...About the job Financial Consultant (Remote) Stay Active and Make a Difference with a Flexible, Remote Financial Consulting Role About Us: We are a mission-driven financial services company dedicated to helping individuals and families build and protect their wealth...Extra incomePart timeImmediate startRemote workWork from homeFlexible hours
- ...Wealth Advisor Regal Securities, Inc. and Regal Advisory Services, Inc. Glenview, IL, Orlando, FL, Fort Myers, FL Regal Securities, Inc. is a diversified financial services firm serving private clients, professional investors and institutions. We are adding a Wealth...Full timeWork at office
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Work at officeImmediate startMonday to FridayShift workDay shift
- ...Will Be Responsible For Contribute toward a team covering one or more client relationships. Assist in the preparation and review of financial statements, including but not limited to Balance Sheet, Statement of Investments, Statement of Operations, Statement of Cash Flows...Local area
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
- ...For: ~ Contribute toward a team covering one or more client relationships ~ Assistin the preparation and review of financial statements, including but not limited to, Balance Sheet, Statement of Investments, Statement of Operations, Statement of Cash...Local area
$350k
...Florida market. About the Role Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and retain... ...specialists to maximize cross-selling opportunities. Provide integrated financial services advice to these clients including banking, credit,...Full time- Description Position at MSC Mortgage Position Summary: The Joint Venture Loan Consultant is responsible for cultivating loan referrals through outside sales meetings with builders, realtors, and consumers. Examines, evaluates, and documents customer applications for...Local areaRemote work
$18 - $23.08 per hour
...work and educational experience (required) Tactical (Technical) Skills Strong knowledge of branch operations General knowledge of financial products and services, including banking, trust, and investments Demonstrated excellence in client service, communication (verbal,...Hourly payWork experience placementBank staffWork at officeFlexible hours- ...business owners. Advises wealth management clients utilizing lending and banking solutions that are aligned with the client’s overall financial objectives and working within FineMark’s team approach. Lending solutions will include wealth management.**Essential Functions***...
- ...referrals (purchase and refinance) from realtors, builders and other parts of the community Meet with potential borrowers to analyze financial situation and needs for purchase or refinance, gather necessary documentation for the loan process, etc. Provide necessary...Local area
- At Money Mart, we’re more than just a financial services provider - we’re the catalyst for financial empowerment! Our mission is to be North America’s leading non‑prime lender, serving a diverse range of customers and delivering unparalleled financial momentum. Our vision...
- ...Financial Service Representative At Money Mart, we're more than just a financial services provider we're the catalyst for financial empowerment! Our mission is to be North America's leading non-prime lender, serving a diverse range of customers and delivering unparalleled...
- ## Information Security Analyst IIApplylocations: Main Campustime type: Full timeposted on: Posted 2 Days Agojob requisition id: R0007487**Job Summary**The Information Security Analyst II supports and strengthens the university’s information security program by implementing...Full timeLocal area
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