Financial Advisor
OMNI Financial Services
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. 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, suchas 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
$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- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...Suggested
$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$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$61k - $250k
...A financial services company in Fort Myers is looking for a Financial Advisor to help clients achieve their goals through financial planning. You will grow your client base, build personalized financial plans and support clients through various life stages. The company...- ...Thrivent Financial for Lutherans in Fort Myers, Florida is seeking a Financial Advisor to provide impactful financial advice. Join a team focused on helping clients achieve financial clarity through meaningful service and support. You'll enjoy unlimited earning potential...Flexible hours
- ...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... ...to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship...Full timeInternshipLocal areaFlexible hours- ...Achieva Credit Union is seeking a Branch Advisor in Estero, Florida. This position is pivotal in delivering exceptional financial services to members and includes responsibilities such as managing transactions, opening accounts, and promoting member engagement. The ideal...
- ...Job Title Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team...Full timePart timeWork at office
- ...Join Amscot Are you ready for a rewarding career in financial services? We are hiring full-time associates with experience in fast food, restaurants, retail, or hospitality to join our team. This may be the opportunity you've been searching for to quickly rise to...Full timeTemporary workFlexible hoursNight shiftWeekday work
$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- ...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
- ...undergo training to become a Retail Personal Banker. This role involves utilizing a consultative sales process to assess and meet the financial needs of customers, including cross-selling products and fostering strong customer relationships. The ideal candidate has a...
- ...customer needs as well as cross-selling and up-selling opportunities. Expands and retains customer relationships and contributes to the financial growth of the branch. Serves as the first line of defense in preventing fraud and mitigating risk. Demonstrates passion for...Work at officeNight shift
- ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
- ...company. We’re nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative... ...Ability to demonstrate confidence and act as a trusted advisor Ability to communicate effectively both verbally and in writing...Work at officeLocal areaDay shift
- ...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
- ...care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met Provide follow up to customer questions and find solutions to address issues Be responsive and timely with...Part timeWork at office
- ## 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
- 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
$250k
Job Title PRMG is Built by Originators for Originators. There is a reason why PRMG is consistently voted one of the best places to work. We focus on the areas that make an Originator successful and have an unmatched Culture. We offer a wide variety of products and we...Work at officeHome office- ...opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program. This includes rotations in Operations...Work at office
- Bank Teller FineMark Bank & Trust, a division of Commerce Bank, delivers exceptional service in banking, trust, and investments, fostering long-lasting client relationships. We provide a workplace grounded in integrity, teamwork, and an entrepreneurial spirit, where...Work at office
- Fifth Third Bank, N.A. in Fort Myers, Florida is looking for a part-time CSR/Teller to deliver exceptional customer service while ensuring all cash handling is accurate. The ideal candidate possesses strong communication skills, a high school diploma, and the ability to...Part timeWork at office
- ...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
$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote work
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